--- title: "Between Store Transfers Overview and Security (Mobile)" slug: "r365-app-item-transfers-overview-and-security" description: "Overview of mobile item transfers: Between Store Transfers list, Basic Info, Items, and Comments tabs. Covers permissions for transfers and approval." updated: 2026-11-11T20:46:42Z published: 2026-11-11T20:46:42Z canonical: "docs.restaurant365.com/r365-app-item-transfers-overview-and-security" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # Between Store Transfers Overview and Security (Mobile) ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-LMMVMS3E.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A16Z&se=2026-11-13T18%3A00%3A16Z&sr=c&sp=r&sig=27CiyDXMRX08bDYLpqnsk57wWdz8gT%2F46BQGxMEi5B0%3D) **Item transfers** can be created and entered directly from the [R365 App](/doc/docs/r365-mobile-app). The transfers list shows all in-progress, pending, rejected, completed, and approved transfers. Throughout the transfer workflow, users can make comments and [add attachments](/docs/r365-app-item-transfers-overview-and-security#pic). When creating a new transfer, users can add items or select from a variety of transfer templates for the selected location. Except for canceling and deleting, the workflow for item transfers via the R365 App is the same as the workflow for item transfers via **web** browser: - [New transfers](/doc/docs/r365-app-create-and-edit-item-transfers) have a status of 'In progress’, which can be edited at any time by users with access to the **sending location**. - A sending location user then sends the transfer to the **receiving location**, moving it to the ‘Pending’ status. At this point, the sending location can no longer make edits to the transfer. - Users from the receiving location will then mark the ‘Pending’ transfer as 'Completed' or 'Rejected'. Only users with approval access will be able to approve the transfer and conclude the process. Learn more about the [mobile item transfer status and workflow here](/doc/docs/r365-app-item-transfer-workflow). Rejected transfers require a comment explaining the issues. The system records these comments on the transfer details screen, where all users at the sending and receiving locations can view them. Canceling or deleting transfers and editing [**transfer templates**](/doc/docs/item-transfers-create-a-transfer-template) must be done [via web browser](/doc/docs/item-transfers-overview-security). Click here for a printable guide on [item transfers in the R365 App](http://restaurant365training.com/wp-content/uploads/2022/06/Mobile-Item-Transfers.pdf). --- ## Security Item transfer Permissions are found in the Permission Tree as follows: - Food - Item Transfers - View Item Transfers - View Item Transfer Distributions - Edit Item Transfer Detail Amounts - Edit Item Transfers - Create/Send Item Transfers - Complete Item Transfers - Cancel Item Transfers - Unlock Item Transfers - Reject Item Transfers - Approve Item Transfers - Unapprove Item Transfers - Delete Item Transfers These permissions can be added to [custom user roles](https://restaurant365.us.document360.io/doc/docs/custom-user-roles) or [individual users](https://restaurant365.us.document360.io/doc/docs/users-overview-and-security). The [Permission Access report](https://restaurant365.us.document360.io/doc/docs/generating-a-permissions-access-report) can be used to determine which user roles or users already have these permissions assigned. For more information, see [User Setup and Security](/doc/docs/user-setup-security-and-location-access). Additional Notes: - The 'Unlock' button is only shown to users with the ability to approve or unapprove Transfers > Users must have access to the Receiving Location to unlock Transfers. - An item transfer's 'Each Amt' can only be updated on 'In progress' or 'Rejected' transfers > Users must have access to both the sending and receiving location to edit costs. --- ## Navigation ****Navigation Menu**** 1. Select **More** from the bottom tab bar. 2. Select **Between store transfers**. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-NES3XKDS.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A16Z&se=2026-11-13T18%3A00%3A16Z&sr=c&sp=r&sig=27CiyDXMRX08bDYLpqnsk57wWdz8gT%2F46BQGxMEi5B0%3D) --- ## Transfers Screen From the transfers screen, users can view, manage, or create existing and new item transfers. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-MTCLY8FI.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A16Z&se=2026-11-13T18%3A00%3A16Z&sr=c&sp=r&sig=27CiyDXMRX08bDYLpqnsk57wWdz8gT%2F46BQGxMEi5B0%3D) | | **Field** | **Description** | | --- | --- | --- | | 1 | To-do tab | The list of all existing transfers that still need to be completed. This includes transfers that are in ‘In Progress’, ‘Pending’, or ‘Rejected’ status. - ‘**In Progress**’ and ‘**Rejected**’ status transfers need attention from the **sending location**. - ‘**Pending**’ status transfers need attention from the **receiving location**. | | 2 | Completed tab | The list of all transfers that have been marked as completed. Completed transfers still require attention from a user from the **receiving location** as these have not yet been approved. | | 3 | Approved tab | The list of all transfers that have been completed and approved. | | 4 | Search field | Tap and type in keywords to search for a specific transfer. | | 5 | Filter icon | Tap to open the filter options. Filtering will narrow the list down to transfers that only fit the set parameters. | | 6 | Transfer list | Information about the transfers, including: - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-U7I3VNJK.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A16Z&se=2026-11-13T18%3A00%3A16Z&sr=c&sp=r&sig=27CiyDXMRX08bDYLpqnsk57wWdz8gT%2F46BQGxMEi5B0%3D)indicates a 'received' transfer - ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-W2HX6M2U.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A16Z&se=2026-11-13T18%3A00%3A16Z&sr=c&sp=r&sig=27CiyDXMRX08bDYLpqnsk57wWdz8gT%2F46BQGxMEi5B0%3D) indicates a 'sent' transfer - **From Location** – The location *sending* the transfer - **To Location** – The location *receiving* the transfer - **Date** – Date of transfer - **Dollar Amount** – Total value of all items on the transfer - **Status** – Current status of the transfer in the workflow | | 7 | Create button | Tap to create a new item transfer. > The sending location always begins the transfer process. Users will only be able to select ‘Transfer From’ locations that they have access to. | --- ## Transfer Details Tapping a transfer from the transfers list opened the transfer details screen. The **transfer details** screen holds the information for a single transfer. Action buttons are present at the bottom of the transfer details screen for users to save, send, approve, reject, unlock, and unapprove transfers. These action buttons are dependent on the status of the transfer, location access of the user, and the user’s approval permissions. Learn more about the [mobile item transfer status and workflow here](/doc/docs/r365-app-item-transfer-workflow). The transfer details screen is divided into the following three tabs: - [Basic Info](/docs/r365-app-item-transfers-overview-and-security#basic-info-tab) - [Items](/docs/r365-app-item-transfers-overview-and-security#items) - [Comments](/docs/r365-app-item-transfers-overview-and-security#comments) ### Basic Info Tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ILQKM024.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A16Z&se=2026-11-13T18%3A00%3A16Z&sr=c&sp=r&sig=27CiyDXMRX08bDYLpqnsk57wWdz8gT%2F46BQGxMEi5B0%3D) | | **Field** | **Description** | | --- | --- | --- | | 1 | Number | The identifying number assigned to the Item Transfer. This number is auto-generated when the Transfer is created and **cannot** be edited. | | 2 | Status | The status of the Transfer in the [Item Transfer Status and Workflow](/doc/docs/r365-app-item-transfer-workflow). | | 3 | Template | The name of the template used to create this transfer, if any. | | 4 | Date | The date of the transfer. | | 5 | Sending Location | The location that sent the transfer. | | 6 | Receiving Location | The location that received the transfer. | | 7 | Attachments | The pictures or files attached to this transfer | | 8 | Add attachment | Opens options to attach files to the transfer: ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KB302MLG.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A16Z&se=2026-11-13T18%3A00%3A16Z&sr=c&sp=r&sig=27CiyDXMRX08bDYLpqnsk57wWdz8gT%2F46BQGxMEi5B0%3D) - **Take photos** – Use the mobile device’s camera to take new photos and upload. - **Upload photos** – Use the mobile device’s file manager to upload existing photos. - **Upload Files** – Use the mobile device’s file manager to upload other documents. | ### Items Tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-TZMUTQSP.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A16Z&se=2026-11-13T18%3A00%3A16Z&sr=c&sp=r&sig=27CiyDXMRX08bDYLpqnsk57wWdz8gT%2F46BQGxMEi5B0%3D) | | **Field** | **Description** | | --- | --- | --- | | 1 | Edit | Tap to select items to remove from the transfer. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KCS9M1ZU.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A16Z&se=2026-11-13T18%3A00%3A16Z&sr=c&sp=r&sig=27CiyDXMRX08bDYLpqnsk57wWdz8gT%2F46BQGxMEi5B0%3D) | | 2 | Item | Item details include: - Item name - Quantity - Unit of measure - Total value being transferred. Tapping on an item will open the **edit item** screen. | | 3 | Add item button | Add items to the transfer. > [!NOTE] > Transfer must be **in progress** or **rejected** to add items. | ### Comments Tab ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-CRC90EXM.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A16Z&se=2026-11-13T18%3A00%3A16Z&sr=c&sp=r&sig=27CiyDXMRX08bDYLpqnsk57wWdz8gT%2F46BQGxMEi5B0%3D) | | **Field** | **Description** | | --- | --- | --- | | 1 | Edit | Opens options to delete and copy the text of comments made by the user. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-ZBZDHTAI.png?sv=2026-02-06&spr=https&st=2026-11-13T17%3A00%3A16Z&se=2026-11-13T18%3A00%3A16Z&sr=c&sp=r&sig=27CiyDXMRX08bDYLpqnsk57wWdz8gT%2F46BQGxMEi5B0%3D) | | 2 | Comments thread | Includes the name of the user who commented and date and time stamps. | | 3 | Add comment button | Add a comment. | --- ## Create a Transfer Item transfers can be created on the fly to ensure that the transferring of specific items from one location to another can be recorded in R365. Learn more about [creating a transfer in the R365 App.](/doc/docs/r365-app-create-and-edit-item-transfers) --- ## Approve Item Transfers Item transfers can be [approved](/doc/docs/approve-item-transfers) by the receiving location from [my tasks](/doc/docs/mobile-request-task) or in the [scheduling module](/doc/docs/scheduling-mobile) of the mobile app. --- ## Transfer Status and Workflow Item transfers have a set workflow that coincides with their transfer status. Except for canceling and deleting, the workflow for mobile item transfers via the R365 App is the same as the workflow for item transfers via web browser. Learn more about the [mobile item transfer status and workflow.](/doc/docs/r365-app-item-transfer-workflow) --- ## Using Barcode Scanning for Transfers When adding an item to a transfer, users with **barcode scanning enabled** will be able to elect whether to enter the item by scanning barcodes or entering manually. Learn more about [using barcode scanning for transfers](/doc/docs/r365-app-barcode-scanning-logs-and-transfers#barcode-scanning-item-transfers).