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.
After a transfer is initiated, a Pending Transfer appears in the recipient’s account and they are notified that they have incoming transfers to review. The recipient must then review the transfer and determine whether to Accept or Decline the transfer.
Accepting a pending transfer will move the inventory into that user’s custody. Declining a pending transfer will bounce the inventory back to the original custodian with a “HOLD” status for the manufacturer to review and confirm before the inventory is returned to the original custodian’s stock.
Typically transfers are created by the person sending the inventory and are accepted by the custodian user receiving the inventory, however there are some exceptions:
Admin Users may
Initiate transfers between any users
Accept or decline transfers for any users
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
Transfer Email Notification for Recipient
When a transfer is created, the recipient will receive an email notification with a link to the packing slip.
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.