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Transferring Items to a Non-Stock Location

Learn the timing and ownership rules required to successfully transfer tracked items to a new non-stock location in ToolWatch.

If you need to transfer items to a new non-stock location, ensure your transfer meets the following requirements for a successful update:

  • Timing of Transfer: Do not backdate the transfer earlier than the date and time the items were first added or transferred to the original stock location.

  • Update Ownership: If the current owner is the stock location being replaced, manually update the item owner to reflect the new location.

  • Manual Verification: Confirm ownership is updated, as the system will not update this information automatically.

Important Note: Always verify the original location timeline before saving your changes. Backdating a transfer beyond an item's arrival date in its current stock location will disrupt your inventory history.

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