Review a Location Transfer

Users at the sending location will have the ability to review and process a Receiver Initiated Transfer. If necessary, they can adjust the quantity and unit of one or more products to be transferred before submitting it.

From the Inventory menu, click Recent Location Transfers . This screen lists all of the recent transfers.
To find a particular transfer, click the Funnel (Filters) icon to access the screen filters. (The screen can be filtered by any column.)
Find the desired transfer, then click the Review link.
Optional: To add more products, click Retrieve to populate the screen with all eligible products.
If necessary, edit the Issue Quantity and/or the Issue Unit for one or more products as needed. {Note}: Net-Chef will remember the selected Issue Unit the next time you review a transfer.
If a requested product is kept in more than one storage location and you need to source it from multiple storage and/or lot combinations, select the product row and click the Storage Substitution button. A pop-up will open to allow you to do this.
When ready, click Review Transfer.
If necessary, edit the Transfer Date.
Enter a Transfer Memo (optional).
When ready, click Submit.

The transfer status (and product quantities) will be "In Transit" until the transaction is reconciled at the receiving location.