Create Transfer

TIPWeb-IT allows items to be moved from the warehouse to a site via Transfers.

Transfer Items to a Site:  Create Transfer

Empty containers are not eligible to be added to a transfer.  However, once a container is added to a transfer, the assigned driver can make edits to the contents of the container.

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

  2. Select the desired site from the Destination field’s drop down menu.

  3. Click on Go next to the Destination field.

  4. Add respective containers to the transfer using the Containers to Transfer section.

    Click on Search next to the Container field to select the desired container(s).

  5. Add respective tags to the transfer using the Individual Items to Transfer section.

  6. Scan or enter the Tag Number into the Tag field.  
    (If you manually enter the tag, click on Transfer to add the item to the transfer.)

  7. For transfer notes, click on Transfer Notes to expand this section. Type any notes regarding the transfer in the text box.

  8. Click save.PNG Save. You will receive a “Transfer Notes Saved” message.

  9. When done adding items to the transfer, click on Submit Transfer.  

    If approvals are required, this changes the transfer’s status to Pending Approval and allows the destination site’s administrator to review the transfer.  Sites can deny an entire transfer and/or deny a single line item within a transfer.

  10. 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.