This article is part of Item Transfers and covers reviewing and approving an in-store item transfer.


Once an in-store transfer has been submitted, it can then be reviewed and either approved or rejected. Only users with the following permission can review and approve/reject an in-store transfer:


Food →  InStore Item Transfers → Approve/Reject InStore Item Transfer  


In-store item transfers with the status 'Submitted' are ready to be reviewed for approval.


This article covers the following topics:


Note: In-Store Transfers is in beta. Contact your CSM or R365 Support to learn how In-Store Transfers can enhance your R365 experience! 

Approving an In-Store Transfer


An in-store item transfer must be approved before the account cost transfer can occur. To approve an in-store transfer, click the Approve button at the top of the transfer form. 




Once approved, the transfer form will update to reflect the approval. The top of the transfer form will display the user that approved the transfer as well as the date it was approved. 




The transfer's status in the grid will change to Approved.



Rejecting a Transfer


If necessary, in-store item transfers can also be rejected. To reject an in-store transfer, click the Reject button at the top of the transfer form. 




Users will be prompted with a confirmation notice. This notice requires users to enter a reason for the rejection. 





Type in the reason for the rejection, then click Reject.




Once rejected, the transfer Form will update to reflect the rejection. The top of the transfer form will display the rejected reason, the user that rejected the transfer, and the date it was rejected. 




The user that submitted the form will be notified of the rejection. If necessary, the transfer can be corrected and resubmitted. 


Resubmitting a Rejected Transfer


When a transfer is rejected, the fields on the transfer form return to edit mode. Once any changes are made, the Re-Submit  button in the form header will enable.  Once the necessary changes have been made to the transfer form, click Re-Submit to submit the transfer for approval.


Voiding an Approved Transfer


Approved in-store item transfers can be voided. To read more about voiding an approved in-store transfer, click here.