An Item Transfer can be canceled after it is sent or rejected once it is received due to any errors that need to be resolved by the Sending Location. Both processes are similar. Once an Item Transfer is rejected or canceled, the Location will need to enter a comment explaining the changes that need to be made and then the form will be sent to the Sending Location so that those changes can be made.
Once the necessary changes are made, the User can send the Transfer back to the Receiving Location by clicking the 'Re-Send' button in the top, right corner of the Transfer form modal.
Users with one of the following Primary Security Roles can reject or cancel an Item Transfer:
- Full Access
- Accounting Manager
- Restaurant Manager
Canceling Transfer Forms
Users from the Sending Location who have the necessary security access can cancel a sent Transfer form by opening the form and clicking the 'Cancel' button in the top, right corner of the modal.
From here, the User will be directed to enter a comment as to why the form was canceled, which will then be sent to the Sending Location as a rejection.
Rejecting Transfer Forms
Users from the Receiving Location who have the necessary security access can reject a sent Transfer form by opening the form and clicking the 'Reject' button in the top, right corner of the modal.
- Note: Users with security access and access to both the Sending and Receiving Locations will be able to edit the 'Each Amt' field once a Transfer is rejected. Click here to learn more about security access.
From here, the User will be directed to enter a comment as to why the form was rejected, which will then be sent to the the Sending Location as a rejection.
When Transfer forms are either canceled or rejected, the Sending Location will have to make corrections to the form and then re-send the form back to the Receiving Location.
To do this, open the canceled or rejected form from the 'Transfers' tab, review the Comment Box at the bottom of the form to learn what changes need to be made, update the form, and then click 'Save'.
Review the updates to ensure that all changes were made correctly and then click the 'Re-Send' button in the top, right corner of the modal to re-submit the Transfer form. A 'Comment' modal will appear where details about the update will need to be entered before sending this form back to the Receiving Location.