Item Transfers: Create a Transfer Template

This article reviews creating an Item Transfer Template for use with Item Transfers.

Item Transfer Templates can be created at any time to make routine transfers an easy process for operators to document. Saved templates are listed on the Templates tab of the Transfers page. These templates can be put into use or edited as needed.

Create a Transfer Template

Navigate to the Transfers page. Then:

1. Click the Create button.

2. From the options, select Template. This will open the New Transfer Template sidesheet.

Transfer Template

Enter the details for the template, as described below. When completed, ensure to save the template to add it to the Templates listing.

The fields on the transfer template are the same as those on the item transfer form.

When a transfer template is used to create an item transfer, the following are automatically filled based on the transfer template details:

• Transfer To Location

• Items on the items list and their information.

A Transfer template will only be available to the Transfer From location.

Add Items

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

When adding an item, ensure to select the correct Inventory UofM for the Unit of Measure field.

Add Items Individually

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

To add items to the Transfer, follow these steps:

1. Navigate to the Items grid on the form.

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

3. Enter 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 the quantity of the item and then add more items if needed. Items can be added by either:

   1. Clicking Add Item

   2. Hitting Enter on the keyboard

Boxes can be navigated between by hitting Tab on the keyboard. If all items are added and the quantity fields need to be updated, a quantity can be entered and then Enter can be pressed to navigate down the Quantity row. This functionality will work on other columns as well.

Add Items in Bulk

Items can be added in bulk by Item Category by first clicking the Bulk Add button above the Items grid.

In the box that appears, select the desired Item Category options and then click Add # Items. All items will then be added to the Items grid.

Copy Template to Other Locations

After an Item Transfer Template is created and saved, it can be copied to other locations as follows: 

Copying a transfer template to other locations will create a duplicate of the template with the selected location(s) as the Transfer From location.

If one of the copied locations and the Transfer To location are the same, the template will need to be edited to add a Transfer To location.

Edit an Existing Template

Templates can be updated at any time by navigating to the Templates tab of the Transfers page and clicking on the desired template. The template will appear in a sidesheet where any parts of the template, including the header information, can be updated. Ensure to save the template when all changes are made.

Deleting an Item

Items within the Items grid can be easily deleted individually or in bulk.

• Individually - Items can be deleted individually by hovering over an item and clicking the X that appears at the end of the row.
   

  
  

• In Bulk - Items can be deleted in bulk by selecting the desired items and then clicking the Delete button that appears at the bottom of the listing.
   

Deleting a Template

When clicking into an existing template, a context menu will appear in the top ribbon that enables the template to be used or deleted.

To delete the template, click this menu and select Delete. A confirmation message will appear to officially delete the template. Click Ok to delete the template from the Templates listing.