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    Approve Item Transfers
    • 20 Nov 2024
    • 1 Minute to read
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    Approve Item Transfers

    • Updated on 20 Nov 2024
    • 1 Minute to read
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    Article summary

    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.

    Open a Transfer Request

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

    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) Navigate to the item transfers list by tapping Between Store Transfers from the mobile navigation menu.

    2) From the transfers list, locate the correct item transfer that needs to be reviewed. Tap the transfer entry to open the transfer form.

    3) Review the item transfer. Once the transfer is reviewed, select whether to approve or reject the transfer. Users will be prompted to confirm the approval or rejection.

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

    5) After completing the transfer request, the request task will be removed from the Requests list.


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