Approve Item Transfers

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This article is a part of the Mobile Item Transfers feature for the R365 App. Learn more about creating an Item Transfer via the web browser. Transfers are initiated by the requesting location and reviewed and approved by the receiving location. Learn more about item transfer workflows.

Beginning Oct 2025, the R365 mobile app is getting a refreshed design across all screens. Navigation paths in this article may differ from the updated layout, but functionality remains the same. Articles will be updated as soon as possible. Learn more about the new navigation experience.


Open a Transfer Request

Transfer requests are listed on their associated transfer list and the requests list in the My Tasks module.

From My Tasks

1) Select an item transfers request in My tasks.

  1. Select More from the bottom tab bar.

  2. Select My tasks.

  3. Select the Requests tab.

  4. Select a request task from the list.

2) Tap Guide me to navigate to the item transfer request.

From Between Store Transfers List

1) Select an item transfer from the Between store transfers list.

  1. Select More from the bottom tab bar.

  2. Select Between store transfers.

  3. Select an incoming item transfer from the To-Do or Completed tabs.


Review and Approve a Transfer Request

To review and approve a transfer request, follow these steps:

Click steps to expand for additional information and images.

1) Item transfers open to the basic info tab.

 

2) Review the received items in the items tab.

3) Review and add any necessary comments in the comments tab.

4 ) Select to Approve or Reject the transfer.

A message will appear to allow the user to confirm or cancel the selection.

5) Users will be notified that the approval/rejection has been made successfully.