If your manufacturer has inventory nearby you in a forward stocking location, satellite warehouse, or other stocking site; they may have set up Quick Transfers so you can easily restock in an emergency or just to get inventory promptly when you need it.
If you are able to use Quick Transfers, your manufacturer should have notified you, because this functionality will need to be set up for you and the inventory will have to be present in those Quick Transfer Locations.
New Features and Improvements:
- Quick Transfer with any Custodian Users, not just Custody-Only Accounts.
- Automatically mark items from your Quick Transfer as used in your case.
- Admins may create Quick Transfers on behalf of their field users.
If you have Quick Transfers set up, here's how you create one:
- First, it can be useful to review the inventory in the Quick Transfer Custodies that are assigned to you, to see what is available.
- Create a Quick Transfer in one of these locations:
- In the Event Detail Screen when Marking Used Inventory:
- In the Movement --> Transfers screen when you click to create a new transfer:
- In the Event Detail Screen when Marking Used Inventory:
- In the resulting Pop-Up, select the custodian to quick transfer inventory from (Your account will automatically be entered as the recipient). The selected custodian may be any custodian user as long as they are assigned in the Quick Transfer settings.
- Next, Search and select inventory from what is available to fill your needs.
- Review your transfer in the Selected Tab, before clicking Next.
- If you are creating the Quick Transfer from an Event, you may opt to automatically mark all of the inventory being Quick Transferred as used in your Event. Check the box to the right to turn this feature on.
- When you're ready, click Create. The Quick Transfer will be accepted automatically and your inventory will be available for immediate use.