---
title: "Review and Approve an In-Store Transfer"
slug: "review-and-approve-an-in-store-transfer"
description: "Approve or reject a submitted in-store transfer. Rejections require a written reason. Resubmit using Re-Submit or void if approved."
updated: 2024-11-05T00:22:11Z
published: 2024-11-05T00:22:11Z
canonical: "docs.restaurant365.com/review-and-approve-an-in-store-transfer"
---

> ## 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.

# Review and Approve an In-Store Transfer

In Beta

This feature is in [beta](/doc/docs/user-research). Contact your CSM to learn more.

Once an [in-store transfer](/doc/docs/in-store-transfers) has been submitted, it can then be reviewed and either approved or rejected. In-store item transfers with the status 'Submitted' are ready to be reviewed for approval.

---

## Security

Only users with the following permission can review and approve/reject an in-store transfer:

- Food → InStore Item Transfers → Approve/Reject InStore Item Transfer

---

## **Approving an In-Store Transfer**

An in-store item transfer must be approved before the account cost transfer can occur. To approve an in-store transfer, click the **Approve** button at the top of the transfer form.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/review-and-approve-an-in-store-transfer-image-57sb7ycy.png)

Once approved, the transfer form will update to reflect the approval. The top of the transfer form will display the user that approved the transfer as well as the date it was approved.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/review-and-approve-an-in-store-transfer-image-4vuggnaz.png)

The transfer's status in the grid will change to Approved.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/review-and-approve-an-in-store-transfer-image-ii1ighvg.png)

---

## **Rejecting a Transfer**

If necessary, in-store item transfers can also be rejected. To reject an in-store transfer, click the **Reject** button at the top of the transfer form.

![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/review-and-approve-an-in-store-transfer-image-f9txhozi.png)

Users will be prompted with a confirmation notice. This notice **requires** users to enter a reason for the rejection.

![A screenshot of a screen Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/review-and-approve-an-in-store-transfer-image-2rfhc6c4.png)

Type in the reason for the rejection, then click **Reject**.

![A screenshot of a computer Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/review-and-approve-an-in-store-transfer-image-pigfndhw.png)

Once rejected, the transfer Form will update to reflect the rejection. The top of the transfer form will display the rejected reason, the user that rejected the transfer, and the date it was rejected.

![A screenshot of a message Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/review-and-approve-an-in-store-transfer-image-g0cl6ilh.png)

The user that submitted the form will be notified of the rejection. If necessary, the transfer can be corrected and resubmitted.

---

## **Resubmitting a Rejected Transfer**

When a transfer is rejected, the fields on the transfer form return to edit mode. Once any changes are made, the **Re-Submit** button in the form header will enable. Once the necessary changes have been made to the transfer form, click **Re-Submit** to submit the transfer for approval.

![A screenshot of a message Description automatically generated](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/review-and-approve-an-in-store-transfer-image-ql1rleiv.png)

---

## **Voiding an Approved Transfer**

Approved in-store item transfers can be voided. To read more about [voiding an approved in-store transfer, click here](/doc/docs/void-an-approved-in-store-transfer).