Transfers: Overview

TIPWeb-IT allows items to be moved from one site to another site through Site to Site Transfers.  Warehouses are special kinds of sites.  Below is an overview of the 3 ways a transfer can take place.

Approvals may be required for two reasons (established by the district level):

  1. A district wide rule to require the destination site’s administrator(s) to approve any items intended to be shipped to their site.  It is possible for this approval process to occur twice before the transfer can be received by the destination site.

  2. A restricted Funding Source is associated with one or more tags and requires the identified TIPWeb-IT user to approve its addition to the transfer in order to be shipped from its current location.

A transfer progresses through the following statuses from the time it is created until all items have been received:

Approval Workflow for Transfers

 

NOTE:

Driver Notifications on the Home page quickly communicate transfers assigned to the respective driver (includes alerts regarding warehouse deliveries and site pickups). Clicking on a Driver Notification opens a window listing each respective transfer assigned to the driver.

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.