Schedule Transfer

Warehouse transfers require the assignment of a Driver and a Delivery Date.  Once the transfer’s Status is Submitted and in an Approved State of Approved, the transfer can be scheduled.

Transfer Items to a Site:  Schedule 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. Select the desired driver from the Driver field drop down menu.

5. Click on Calendar to select the desired delivery date.

6. Click on Schedule for Delivery.  This refreshes the window and updates the transfer’s status to Scheduled.

7. Click to exit the Initiate Transfer window.

NOTE:

·        Transfer Notes (such as delivery instructions) can be edited 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.