Edit Transfers and Track a Transfer's Shipment Status

Owned by Brendan Sweeney
Last updated: Feb 28, 2024
2 min read

Last updated 2/27/24

A transfer is created when inventory must be sent or moved from one custodian to another, which often involves a shipment or other type of transit before the inventory arrives with its final custodian. As such, it may become valuable to record updated information about the transfer as it becomes available or make changes as the circumstances shift.

In the event that you need to make updates, You can make edits to the ship-to address and other elements of the transfer in the transfer detail screen. You can also add tracking numbers and track the shipment status of your transfer.

Edit a Transfer:

To edit an element of the transfer, such as the Ship-to Address:

  1. Click into the field.

  2. Make your changes.

  3. Click Save.

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Track Shipment Status

You may also track the shipment status of the transfer.

  1. Navigate to the detail page for the transfer in question.

  2. Add the tracking number of the shipment to the transfer.

  3. Click Save.

  4. Note that the status of the transfer has been updated to “Shipped”.

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  5. You may also select the status of “Shipped” for a transfer without adding a tracking number.

  6. Click on the “More” menu displaying the ellipse symbol.

  7. Select “Mark as Shipped”

     

  8. Note that the system will record a timestamp of who shipped the transfer and when.