How to Transfer Items

Video tutorial:

Step-by-step:

1. Press Transfer.

2. Select the location code you would like to Transfer items to.

3. Search the item by Description, Number, or Category and select the item you are looking for.

Note: You can also search by Scanning Items Barcode. Learn how to Add Barcodes.

4. Provide the quantity and press Add. Press Next.

Note: To add more than one item press Add Item +.

5. Search by Name, City, or Phone and Select the customer you are looking for. Press Next.

6. Review the summary for your transfer. Press Done.

Note: If needed leave your remarks under the note field.

7. Review the generated email receipt for transfer. 

** In the event of a posting error; transfer can be found in pending transfers.**

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