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Sales users are only allowed to accept/decline transfers coming to them from other users. They will not be able to receive transfers on behalf of the recipient if they initiated the transfer. |
In ConnectSx, inventory is moved from Custodian to Custodian via inventory transfers. One user creates a transfer in order to move inventory out of their stock, or their custody, into another users' or the organization’s stock, or custody.
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Admin Users may
Initiate transfers between any users
Accept or decline transfers for any users
Admin Users may accept or decline a transfer on behalf of the recipient. If an Admin declines the transfer the transfer status immediately changed to Declined (bypassing the HOLD staus).
If a transfer is declined an email and an in-app notification will be sent to the Sender of the transfer.
Regional Managers
May initiate transfers between any users assigned to their region
May accept or decline transfers for any users assigned to their region
Distributor Users
May initiate transfers on behalf of themselves and any sales users assigned to them
May accept or decline transfers for any users assigned to them as well as themselves
Sales Users
May only initiate transfers or accept/decline transfers on their own behalf
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When a transfer is created, the recipient will receive an email notification with a link to the packing slip.
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Transfer Declined email notification for the Sender
When a transfer is declined an email notification will be sent to the sender.
How to receive a transfer
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.
You may also locate pending transfers in the:
Notifications: You will receive a notification when you have a pending transfer
Transfers Screen
Click on a transfer to review its details
Click on the green check mark or “Accept” to accept the transfer. Click on the red trashcan icon to decline the transfer.
Declining Transfers: If you would like to decline the transfer, click “Decline” in the “Actions” column. You will then be prompted to provide a reason for declining the transfer.
Admin Users may accept or decline a transfer on behalf of the recipient. If an Admin declines the transfer the transfer status immediately changed to Declined (bypassing the HOLD staus).
If a transfer is declined an email and an in-app notification will be sent to the Sender of the transfer.
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