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Transfer Out

Field Transfer allows you to transfer tools from one use to another, this way keeping track of proper tool ownership!

Transfer Out allows you to fulfill tool transfer request from colleague or initiate direct tool transfer request.

Step - Tool Transfer

  1. Select Transfer tab
  2. Select Out
  3. Select New Transfer (in top left corner)
  4. This opens us New Transfer View
  5. Select Tool Recipient to whom you will transfer tools
  6. Select Add Tools to add tool.
  7. on mobile, you can use Scanner to scan the tool barcode that you will like to transfer and it will be added to list.
  8. Alternatively, you can also manually add the desired inventory. Select Keyboard (top left corner) to bring up Add Tools view.On Desktop, when you select "Add Tools", you will we directly presented with Add Tools View.
  9. When you have completed adding all desired tools, select Done and you will be back to New Transfer 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, Tool Recipient is notified of tool availability.

Note:

Tool Recipient may decline the request.

Step - Fulfill Tool Transfer

  1. Select Transfer tab
  2. Select Out
  3. Pending will pre selected and shows all pending request.
  4. Select a request to fulfill. This will bring up Tool Transfer Request view. You can see when request was created and by whom along with date requested, and tools or equipments requested.
  5. To fulfill a particular item on Mobile, select the item to bring up Scanner. Item is shown at top for reference. Scan desired inventory. Once the inventory has been identified, Scan view will disappear, and you will be returned back to original fulfill request view
  6. Alternatively, you can also manually add the desired inventory. Select Keyboard (top left corner) to bring up Add Tools view. It should show you list of items with item preselected, ready to be added. Add or Remove as needed and when finished, select "Done". On Desktop, when you select "Add Tools", you will we directly presented with Add Tools View.
  7. You will be back to Transfer Request View. Note that added item has now a green status bar with updated count (Fulfilled/Requested), indicating that it was added. You can select arrow to see actual inventory. You can also change quantity for Bulk and Consumables.
  8. If you will like to remove one the inventory items that you added, just swipe left and inventory will be removed. (or select Trash icon on Desktop)
  9. You can continue to fulfill rest of request by scanning additional inventory.
  10. Once completed, select Accept to indicate that request is ready for transfer!

Additional Actions

Decline

You can select "Decline" if you don't want to transfer requested tools!

An easy way to track and manage all your tool inventory.
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