This article is a part of the Mobile Item Transfers feature for the R365 Red App

 

Item Transfers can be created on the fly as needed from the Transfers screen. Once a Transfer is sent to the Receiving Location, the status of the Transfer will be updated on the Transfers screen. Learn more about Transfer Statuses and Workflows here.

 

This article covers:


Create a Transfer




Tap the + NEW TRANSFER button on the Transfers screen. This will open the New Transfer form.


New Transfer Form



Each step of the New Transfer form has the same layout.


1) Cancel Button – Cancel the creation of the Transfer and return to the Transfers screen

2) Step Indication – Indicates what step is being performed

3) Transfer Details – Step-specific details

3) Action Buttons – Step-specific action buttons


The New Transfer form has three steps that must be completed to create the Transfer. 

  • Step 1: General Information
  • Step 2: Add Items
  • Step 3: Comments


Once the ‘FINISH’ button in Step 3 is tapped, the Transfer will be created and set to ‘In Progress’ status. The created Transfer can be viewed and edited from the Transfers screen. 



Step 1: General Information



The General Information step is where the basic information for the Transfer is entered. 

  1. Template – Selecting a Transfer Template will populate Items in Step 2. Selecting a Template is not required. Learn more about Transfer Templates here
  2. Date – The date the Transfer is created. This field is required.
  3. Transfer From – The Sending Location. This required field will default to the Location of the User creating the Transfer.
  4. Transfer To Location – The Receiving Location. This field is required.

Once the required fields are completed, tap ‘CONTINUE’ to move to Step 2: Add Items


Step 2: Add Items



Individual Items can be added in this step. If a Template was selected in Step 1, the Items associated with that Transfer Template will be pre-populated. 


The following actions can be taken in this step:

  • ADD ITEM - Tap to open the Add Item screen. Learn more about adding Items below.
  • EDIT - Tap to remove Items. Learn more about removing items below. 
  • BACK - Tap to return to Step 1: General Information
  • CONTINUE - Tap to move forward to Step 3: Comments
    • Note: At least one Item with a non-zero quantity must be present before moving forward.


Step 3: Comments



Transfer-level comments are required in order to send the Transfer to the Receiving Location. If comments are not added in Step 3, they must be added on the Comments tab of the Transfer Details screen before sending. 


The following actions can be taken in this step:

  • Add Comment - Tap the Comment Entry box and add a comment
  • BACK - Tap to return to Step  2: Add Items
  • FINISH - Tap to create the Transfer 


Finishing the New Transfer form will create the Transfer and set it to the ‘In Progress’ status. The created Transfer can then be viewed and edited from the Transfers screen. Learn more about Transfer Statuses and Workflows here.


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Adding Additional Items




Tapping + ADD ITEM in Step 2 when creating a new Transfer, or on the Items tab when reviewing an existing Transfer, will open the Add Item screen.

  • Note: The Add Item button is only available to Users at the Sending Location while the Transfer is in 'In Progress' or 'Rejected' status.


Add Item Screen



Follow these steps to add an Item:

1) Select the Inventory Item: Tap the 'Selected Item' field and type in part or all of the desired Item's name. Then choose the correct Item from the suggested options.

2) Select the Unit of Measure being transferred: Tap the Unit of Measure drop-down and select from the available options.

  • Note: Only Inventory Units of Measure associated with the Item will be available to select

3) Enter Quantity being transferred: Tap the Quantity field and type in a numerical amount

4) Enter Item-specific comments: If applicable, tap the Comment Entry box and type a comment. 

  • Note: A Transfer-level comment must be made before the Transfer can be sent to the Receiving Location.

5) Add or Cancel: Tap ADD ITEM to add the Item and return, or the 'X' button to exit without adding.


The Each Amount and Total are populated based on the cost data for the Inventory Item. 

  • Important Note: Users with the Full Access, Accounting Manager, or Approve Item Transfer Security Role will be able to update the 'Each Amount' field.


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Editing Items




Items that have been been associated with a Transfer can be edited by Users at the Sending Location when creating a new Transfer, and while the Transfer is in 'In Progress' or 'Rejected' status.


Tab the Item to open the Edit Item screen.


Edit Item Screen



The following fields can be changed on the Edit Item screen:

  • Unit of Measure 
    • Note: Can only be changed to other Inventory Units of Measure associated with the Item
  • Quantity 
  • Each Amount
    • Important Note: Only Users with the Full Access, Accounting Manager, or Approve Item Transfer Security Role will be able to update the 'Each Amount' field.

After changes are made, tap the Save button to save and return, or the 'X button to return without saving.


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Removing Items



Items that have been been associated with a Transfer can be removed by Users at the Sending Location when creating a new Transfer, and while the Transfer is in 'In Progress' or 'Rejected' status. 


Tap the button to change the Add Items screen to bulk edit mode. In bulk edit mode, each Item will display only the Item Name and a circular checkbox.



Check the circular checkbox next to each Item that should be removed. When all Items that need to be removed have been selected, tap the REMOVE button to remove the selected Items and close removal mode.


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