Item Transfers: Create a Transfer

This is a part of the Item Transfers feature.

Users can also Create and Edit Item Transfers via the R365 Red App. Click to learn about Creating and Editing Item Transfers from the mobile app. 

Item Transfers can be created on the fly as needed from the Transfers page. Once a Transfer form is sent to its Receiving Location, the status of the Transfer will be updated on the 'Transfers' tab. Click here to learn more about Transfer Statuses and Workflows.

Click here for a printable guide on Item Transfers.

Navigation

Transfers are created on the Transfers page.

Create a Transfer

To create a transfer, navigate to the Transfers page. Then, follow these steps:

1. Click Create.

2. From the dropdown, select Transfer. A new, blank transfer form will open.

3. Select a From Location, this is the location that will be transferring the item.

4. Select a Template for use.
   -OR-
   Select a To Location.

5. Add items that will be transferred. Include their quantity.

   If a template was used, there may already be items added to the form.

6. Once all the necessary items have been added, Save and/or Send the transfer.

Add Items

Items can be added individually or in bulk. Each option corresponds with the Add button listed above the Items listing.

When adding an item, ensure the correct inventory UofM is selected for the Unit of Measure field.

Add Items Individually

Once a sending location is selected, the + Add Item button becomes enabled.

To add items to the transfer, follow these steps:

1. Navigate to the Items grid.

2. Click the Add Item button. A line will appear where details can be entered about an item.

3. Enter in the name of the item in the item selector field.

4. Select the desired item from the drop-down list.

5. Once an item is added, details about the item will auto-populate the boxes in the line. The majority of these fields can be updated if needed.

6. Enter in the quantity of the item and then add more items if needed. Add items by either:

   • Clicking the Add Item button

   • Hitting Enter on their keyboard

Fields can be navigated using the Tab key. Quantities can also be entered and confirmed with Enter to move down the Quantity column or other columns.

Add Items in Bulk

Items can be added in bulk by item category by clicking the + Bulk Add button above the Items grid.

In the window that appears, select the desired item category options and click Add # Items. All selected items are then added to the Items grid.

Enter Quantities and Send Form

After all items are added, enter quantities if they were not already entered and then save and send the form to the receiving location, unless otherwise specified by the organization.

Review the Transfer Status and Workflow to ensure the item transfer is properly documented in R365.

Users with the following permission can edit Each Amt values:

• Food → Item Transfers → Edit Item Transfer Detail Amounts

Delete a Transfer Form

Item transfers can be deleted at any time until the transfer is approved. Any user from the sending location can delete a transfer when the status is In Progress or Rejected. When the status is Pending or Completed, only users with the following permission and access to both the sending and receiving locations can delete it:

• Food → Item Transfers → Delete Item Transfer

To delete a transfer, open the form and click the context menu in the top-right corner of the modal. Select Delete, then confirm the deletion in the confirmation modal.