This is a part of the Item Transfers feature in the Smart Ops Release. Click here to learn more about the Smart Ops Release.


Item Transfer Templates can be created at any time to make routine transfers an easy process for Operators to document. Saved templates are listed on the 'Templates' tab of the Transfers page. These templates can be put in use or edited as needed.



Create a Transfer Template



Navigate to the Transfers page, and on either the 'Transfers' or 'Templates' tab, click the '+ Create' button and select 'Transfer Template'. This will open the New Transfer Template modal.



Transfer Template Modal


Enter in the details for the template, as described below. When completed, ensure to save the template to add it to the Templates listing.



1) Template Name - The name of the Template

2) Transfer From - The Location sending the transfer. The User will be able to select only from the Locations that they have access to 

3) Transfer To - The Location receiving the transfer

4) Search Bar - This allows the User to search the listing for the term entered in this field

5) + Add Item - This will enable the user to add items to the 'Items' grid. This is explained in more detail below

6) + Bulk Add - This will open a box where the User can add items by Item Category. This is explained in more detail below

7) Save - This will save the new template and add it to the Transfer Templates listing

8) Help Menu -  This will open the Help Menu, which lists multiple resources that assist in creating an Item Transfer Template

9) Full Screen - This will expand the modal to full screen. This can then return back to the original size by clicking the minimize icon

10) Close - This will close out the modal without saving



Add Items


Items can either be added individually or in bulk. Each option corresponds with the 'Add' button listed above the Items listing.



Add Items Individually


Once a Sending Location is selected, the '+ Add Item' button will be enabled.



To add items to the Transfer, follow these steps:

  1.  Navigate to the 'Items' grid
  2.  Click the '+ Add Item' button. A line will appear where details can be entered about an item
  3.  Enter in the name of the item in the 'Item' selector field
  4.  Select the desired item from the drop-down listing that appears
  5.  Once an item is added, details about the item will auto-populate the boxes in the line. The majority of these fields can be updated if needed
  6.  Enter in the quantity of the item and then add more items if needed. Users can add items by either:
    • Clicking the '+ Add Item' button
    • Hitting 'Enter' on their keyboard


Users can easily navigate between boxes by hitting 'Tab' on their keyboard. If all items are added and then the quantity fields are updated, Users can enter a quantity and then click 'Enter' to navigate down the 'Quantity' row. This functionality will work on other columns as well.



Add Items in Bulk


Items can be added in bulk by Item Category by first clicking the '+ Bulk Add' button above the 'Items' grid.




In the box that appears, select the desired Item Category options and then click the 'Add # Items'. All Items will then be added to the 'Items' grid.



Rearrange Items Listing



Rearranging Items is simple. Simply drag and drop the items in the desired order before saving the template.



Edit an Existing Template


Templates can be easily updated at any time by navigating to the 'Templates' tab of the Transfers page and clicking into the desired Template. The template will appear in a sidesheet where any parts of the template, including the header information, can be updated. Ensure to save the template when all changes are made.



Deleting an Item


Items within the Items grid can be easily deleted individually or in bulk.

  • Individually - Items can be deleted individually by hovering over an item and clicking the 'X' that appears that the end of the row


  • In Bulk - Items can be deleted in bulk by selecting the desired items and then clicking the 'Delete' button that appears at the bottom of the listing



Deleting a Template



When clicking into an existing template, a Context Menu will appear in the top ribbon that enables the User to 'Use' or 'Delete' the template. 


To delete the template, click this menu and select 'Delete'. A confirmation message will appear to officially delete the template. Click 'Ok' to delete the template from the Templates listing.