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Opening Draft Transfer Tickets

Learn how to locate, select, and open pending or incomplete Draft transfer tickets from your main log.

Overview

If a tool or material transfer was started but not finalized, it is stored securely in your system log as an active template or pending transaction. Opening these files allows you to finish adding items or modify your details before finalizing the assignment.


Step-by-Step Instructions

  1. Click Inventory Movement on the left-hand navigation sidebar to expand the menu.

  2. Click Transfer Tickets.

  3. Review or filter the log grid to locate your desired transfer ticket.

  4. Confirm that the Status column for the selected row displays Draft.

  5. Select the box next to the transfer you want to open.

  6. Open the Actions menu and select Open.

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