Overview #
Part Transfers enables users to transfer inventory items between different locations within FieldAx. The feature provides a centralized process for requesting, managing, and tracking inventory movements, ensuring that parts are available where they are needed.
Prerequisites #
Before creating a part transfer, ensure that:
- Inventory locations are configured.
- Products are available in the source location.
- The user has permission to create and manage part transfers.
Creating a Part Transfer #
Step 1: Open Part Transfers
- Navigate to the Product Request from the App Launcher.
- Open the Product Request record for which you want to transfer parts.
Step 2: Initiate the Transfer
- Click Transfer Parts button in the top right.
- The Transfer parts window opens.
Step 3: Configure Transfer Details
- Enter the required quantity for requested part.
Step 4: Manage Products
If additional products are required, you can:
Step 4.1: Search and add products to the transfer.
Step 4.2: Update product quantities.
Step 4.3: You can also Remove products by clicking delete Icon.
Review the product Transfer list to ensure all required Products and quantities are correct.
Step 5: Direct Transfer
Use this option when inventory should be transferred immediately without shipment tracking.
Step 5.1: Clear the Use Shipment/Freight checkbox.
Step 5.2: Review the transfer details and product quantities.
Step 5.3: Click Transfer to create the transfer request.
Step 6: Freight Transfer
Use this option when inventory is being shipped through a freight or courier service and requires tracking.
Step 6.1: Select the Use Shipment/Freight checkbox.
Step 6.2: Click Create New Freight.
Step 6.3: Enter the Tracking Number.
Step 6.4: Enter the Tracking URL (optional, if applicable).
Step 6.5: Review the transfer details and product quantities.
Step 6.6: Click Transfer to create the transfer request.
