How to receive a Transfer Order

TL;DR

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Step 1: Access Transfer Orders

1. Navigate to the Transfer Orders page.

2. Select the transfer order you are ready to receive.

The selected transfer order will display its current state.

Step 2: Receive Inventory

1. Press the Receive Inventory button.

2. You can either use the buttons on the page or scan the barcodes.

Step 3: Handle Damaged or Missing Items

1. If any items are damaged or missing, use the Reject column to reject those products.

2. You can also press the all button to accept or decline all products quickly.

Step 4: Save and Confirm

1. Once you're satisfied with everything, press Save Update.

2. A confirmation message will appear, allowing you to add notes.

Step 5: Finalize Receipt

1. When ready, press Receive Items.

2. The transfer order will now be marked as received.

You will see all products received, declined, and rejected.

Step 6: Manage the Transfer Order

1. You can print a PDF, export a CSV, or close the transfer order.

2. Closing the transfer signifies to other users that it is complete.

Once closed, you can archive the transfer order.