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Store Transfer In - Get Tools

Store transfer in allows you get tools from other store.

Steps - Create Request

  1. Select Store Transfer tab
  2. Select In (if not selected by default)
  3. Select New Transfer (in top left corner)
  4. This opens us Transfer Request view
  5. Select Tool Store from where you will like to get tools
  6. Select Add Tools to add tool.
  7. On Add Tools View, you can find tool by tool name or catalog number and add needed tool from search results. You can continue with different search and add tools as needed.
  8. Alternatively on mobile, if you already have tool that you will like to request, use Scanner to scan the tool barcode and it will be added to list.
  9. When you have completed adding all desired tools, select Done and you will be back to Transfer Request view
  10. You should see list of all tools that you just added. You have option to alter quantity or remove a tool if you changed your mind! (swipe left on mobile)
  11. Select Create to create transfer request. Once submitted, request is sent to from tool store.
  12. You can check status at time by selecting order or Cancel if you no longer needs tools
  13. You will be notified once Transfer Request is Ready and tools on its way!.

Steps - Accept Request

  1. Select Store Transfer tab
  2. Select Ready filter to see list of Ready request.
  3. Select desired Request. This will open up Transfer - Ready view, which shows list of tools that were transferred.
  4. You have option to change status of individual tools based. If tool received was lost, you can indicate that and indicate quantity lost.
  5. Select Accept to indicate tools receipt and completion transfer request
  6. Alternatively, if entire transfer request was lost, select Lost in Transit

Note:

  1. Tool Store from where you are requesting transfer can decide to Decline or only partially fulfill request. Hopefully, you already had chat and approval before submitting request.
  2. Tool Store from where you are receiving transfer can also initiate tool transfer request and transfer tools to you.
An easy way to track and manage all your tool inventory.
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