Transfer Parts

Understanding Parts Transfer #

Once product requests are approved, warehouse staff transfer parts to the requesting location or technician.

Step 1: Access Product Request #

Navigate to pending request:

1. Go to Product Requests tab
2. Find request (PR-2024-0567)
3. Status shows “Approved”
4. Click to open

---

Step 2: Click Transfer Parts #

Initiate transfer process:

1. Click Transfer Parts button
2. Transfer screen opens
3. Shows requested items

Transfer Details Display:

Request: PR-2024-0567

From: Central Warehouse

To: Van-1234 (John Smith)

Priority: High

Needed By: 07/16/2024 8:00 AM

---

Step 3: Choose Items to Transfer #

Select the items and quantities to transfer.

Transfer Selection Screen

Requested Item	Requested	Available	Transfer Qty
Capacitor 45MFD	3	45	[3]
Air Filter 20x25x1	4	8	[4]
Thermostat Pro	1	12	[1]

Inventory Sorting

Inventory records displayed in the Transfer Parts screen are automatically sorted by Last Modified Date in descending order.

• The most recently modified inventory records are displayed first.
• Older inventory records appear later in the list.
• Recently updated or consumed inventory can be identified more easily.
• The sorting is applied automatically; no additional user action is required.
• The same sorting behavior is applied consistently throughout the Transfer Parts workflow.

This helps users quickly identify the most recently updated inventory records when selecting parts for transfer.

Partial Transfers

• Can transfer partial quantities.
• Note the reason for the partial transfer.
• System tracks the remaining quantity needed.

---

Step 4: Save/Transfer #

Complete initial transfer:

1. Verify quantities
2. Add transfer notes:
3. “Shipping via overnight”
4. “Fragile items included”
5. Click Save/Transfer
6. System creates freight record

What Happens:

• Inventory decremented from source
• Freight record created
• Status: “In Transit”
• Notifications sent

---

Step 5: Edit Freight Record #

Add shipping details:

1. Freight record opens automatically
2. Click Edit
3. Add shipping information:

Shipping Details

• Carrier: FedEx
• Tracking Number: 1234567890
• Tracking URL: https://fedex.com/track?1234567890
• Ship Date: 07/15/2024
• Expected Delivery: 07/16/2024 by 10:00 AM
• Shipping Cost: $25.00

---

Step 6: Mark as Shipped #

Confirm shipment:

1. After physical handoff to carrier
2. Click Mark as Shipped
3. Status updates to “Shipped”
4. Tracking info sent to technician

Automated Actions:

• Email to technician with tracking
• SMS notification available
• Updates visible in mobile app
• Expected delivery shown