Transferring a picked item to another location

The Transfer link on the Items Already Picked, Received, or On Order table lets you keep track of picked items that

• need to be moved to another location

• need to go onto a delivery van or into a technician's trunk

• are transferred directly to a customer. This last is the equivalent of delivering and shipping, and can be used if you don't need to track any shipping info.
  

NOTE  The charge must be saved and the item must be picked before it can be transferred.

To transfer an item, do the following:

1. To open the page, use the path(s) in the Security and navigation section above.
2. Click Transfer.
3. Complete the fields on the Transfer Item(s) window.

Field	Description
Transfer from	This read-only field shows the current inventory location.
Quantity to Transfer	Defaults to the quantity picked, but can be modified.
Serial Number(s)	Appears only for items based on a serialized product. Displays the serial number of all stocked items picked from this inventory location for this charge. If you change the quantity to transfer to a number smaller than the quantity of items picked, you must adjust the number of serial numbers to equal the number of items being transferred. Double-click extra serial numbers to remove them from the list.
Transfer these items to	Select an option: <Organization Your Autotask instance may be configured to use one of the following terms instead: Account, Business Unit, Client Company, Customer, Site. Name>: The name of the organization associated with the charge is selected by default. The status is set to Delivered/Shipped Full. Me: Select this radio button if you want to take possession of the items. The Inventory Location will be your name preceded by RESOURCE:. The status will be updated to Ready to Deliver/Ship. Location: Select this radio button to transfer the items to another inventory location. Select the location from the menu. The status will be updated to Ready to Deliver/Ship.

4. Click OK.

All transfers are tracked on the Inventory > Transfers & Updates page. Refer to Transferring stocked items to another inventory location.