Edit Transfer

Prior to shipping a transfer, the assigned driver can edit the transfer in two ways.  They can Edit Transfer inventory within the transfer by adding/removing containers and tags.  The driver can also Delay Delivery by reassigning the established delivery date (today or a future date).

Transfer Items to a Site:  Edit a Transfer

1. Click on Initiate Transfer under Quick Links Tools.  The Initiate Transfer window opens.

2. Search for the desired transfer in the Existing Transfer grid.  

3. Click on Select, located on the respective transfer’s row.  This refreshes the window with the transfer’s current details.

4. Edit aspect of the transfer, using the Actions section’s controls.

5. Click on Edit Transfer to add/remove containers and tagged items.  

1. • Add items to the transfer using the Container field and/or Tag field.  

   • Remove a container or tags from a transfer with the respective Remove icon.

   • Edit a container’s inventory using the View Container Inventory Details and its respective controls.

6. Click on Delay Transfer to reassign the established driver and/or delivery date (using today’s date or a future date).

7. After all edits have been made to the transfer, click on Submit Edit.

8. Click to exit the Initiate Transfer window.

NOTE:

·        Transfer Notes communicating specific details about a transfer can be added when initiating a transfer. They can be edited in various stages of the transfer: while the transfer is in the status of New, Pending Approval or Submitted (for Site to Site Transfers or Site to Warehouse Transfers); and while the transfer is in the status of New, Pending Approval, Submitted, Delayed or Scheduled (for Warehouse to Site Transfers).

·        Transfer Notes will display user name of note creator, time and date created. ONLY the note creator can edit or delete a note they have posted.