Versions Compared

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.

TRANSFER IS RECEIVED (Sales User - vTrakr)

After the inventory was fulfilled by the Console users, a transfer is automatically created allowing the Sales User to accept the inventory into their custody so it can be used in a case. 

  1. On the Dashboard view your pending transfers, and click on one for a shortcut to the transfer detail page where you may accept or decline them. 

    Image RemovedImage Added

2. Click “Accept” to confirm the transfer and add those devices to your inventory.

3. If you select “Decline” this will prevent the devices from being added to your inventory, but you will be required to provide a reason for why you declined the transfer. 

Filter by label (Content by label)
cqllabel in ( "inventory" , "transfer" , "request" , "fulfill" , "restock" , "replenish" )

Was this article helpful?

  • Yes
  • No

Still need help?

Feel free to reach out to us at value@connectsx.com with any questions!

...