The Edit Transfer screen is used primarily to view the details of a transfer and then ship it out. You can also edit or modify the quantity before shipping the transfer. A transfer can only be modified if it has not been shipped yet. Once it has been shipped you will only be able to view the details of the transfer. Once the transfer has been created you will not be able to modify the 'Sending Site'.

• Information Provided

• Modifying an Internal Receiving Site or Organization for the Transfer

• Modifying a Transfer Item(s)

• Selecting Additional Inventory for the Transfer

• Shipping the Transfer

• Finishing the Transfer (For quick internal transfers)

• Deleting a Transfer

• Viewing the Packing List

• Viewing the Shipping Label

• Functionality

• Notes

• Modifying an Internal Receiving Site or Organization for the Transfer

These two options enable you to modify where you are transferring inventory to.

NOTE: You can only select one option here. Selecting a receiving site and receiving organization will return an error if you try to proceed. Read the following descriptions for an explanation about each option.

1. • Modifying an Internal Receiving Site for Transfer will set the internal site you are transferring inventory to.

2. The 'Internal Receiving Site' pick list is displayed on the screen.

3. Modify the current selection by selecting a site from the list to set this as the site you are transferring inventory to. Note: Only sites with valid address information will display here, to review what is required click here.

4. To save your changes for the transfer, click on the Save button in the upper right hand corner.

5. The screen should refresh and display your new selections.

   3. • Modifying an Receiving Organization for Transfer will set the external organization you are transferring inventory to. You do not select a site for this option. Once the receiving organization receives your transfer they will specify which site they want the inventory stocked in.

      • • The 'Receiving Organization' pick list is displayed on the screen.

        • Modify the current selection to a different organization from the list to set this as the organization you are transferring inventory to.

5. To save your changes for the transfer, click on the Save button in the upper right hand corner.

6. The screen should refresh and display your new selections.

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• Modifying a Transfer Item(s)

The table 'Transfer Item' will be displayed with your current inventory transfer selections. To modify a selection follow these steps:

1. The table labeled 'Transfer Item' contains the inventory already selected for the current transfer and contains the following elements:

2. To modify a selection you can do one of two things:

   • Edit Transfer Quantity(s) - Change the current amount entered to whatever you want in the 'Transfer Quantity' field next to the item(s) you want to change, then click the Save button to save the changes.

NOTE: You can edit the transfer quantity of multiple transfer items at the same time if you wish.

1. • Remove Transfer Item(s) - To remove a transfer item simply place a checkmark in the 'Remove' field next to the item(s) you want removed. Next click on the Save button to remove these item(s) and to save any other changes.

NOTE: You can edit the transfer quantity and remove transfer items at the same time, and remove multiple transfer items at the same time if you wish.

3. After saving the Edit Transfer screen will be refreshed and then display your recent changes. You are now allowed to either edit your transfer item(s) more or finalize the transfer by clicking on the Ship button.

Important! You must first generate a "Packing List" or a "Label" for the transfer before it is shipped out. To generate a packing list click on the Packing List button. To generate a label click on the Label button. Once this is complete you will be allowed to ship out the transfer.

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• Adding Additional Inventory for Transfer

The table 'Add from Inventory' will be populated with an inventory listing from the 'Sending Site' selection you made on the New Transfer screen. To add additional inventory items to your transfer follow these instructions:

NOTE: You cannot change the 'Sending Site' once it has been selected. If the inventory listing is not correct and you need to select another site you will have to delete the transfer and create a New Transfer.

1. The table labeled 'Add from Inventory' contains the inventory associated with the 'Sending Site' selected and contains the following elements:

2. To add additional inventory to the existing transfer enter a quantity you would like to transfer in the 'Transfer Quantity' field.

NOTE: You can add more than one lot at a time into your transfer by selecting multiple lots.

NOTE: If you have selected more than one lot make sure to enter a quantity for each lot selected.

3. Click on the Save button to save your selected lot(s) to the existing transfer. Your newly added transfer items will now display in the 'Transfer Item' list at the top of the screen along with any previous entries.

4. After saving the Edit Transfer screen will be refreshed and then display your recent changes. You are now allowed to either edit your transfer item(s) more or finalize the transfer by clicking on the Ship button.

Important! You must first generate a "Packing List" or a "Label" for the transfer before it is shipped out. To generate a packing list click on the Packing List button. To generate a label click on the Label button. Once this is complete you will be allowed to ship out the transfer.

NOTE: Once a new transfer has been saved it will be viewable to the receiving site or organization even if it has not been shipped out. If it has not been shipped out it can only be viewed by the receiving organization, nothing can be accepted or rejected. Once the transfer has been shipped then it can be accepted or rejected by the receiving site or organization. Conversely the sending organization can modify the transfer only until they have shipped it. At that point they can only view the transfer.

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• Shipping the Transfer

Once you have finished making any changes to your transfer follow these steps to proceed with shipping the transfer.

1. Important! You must first generate a "Packing List" or a "Label" for the transfer before it is shipped out. To generate a packing list click on the Packing List button. To generate a label click on the Label button. Once this is complete you will be allowed to ship out the transfer.

2. In the upper right hand corner click on the Ship button.

3. The information for your transfer will be checked for errors and if everything is correct you will be taken to the Ship Transfer screen.

Note: If you have not generated a packing list or label for the transfer the following message will appear: **A packing list or label must be printed before shipping**

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• Finishing the Transfer

This feature, which only applies to internal transfers, allows you to complete a transfer without having to view a Packing List or Label, and in addition also bypasses the need to manually ship and accept a transfer. This can save time if you have no need for the list or label and do not need to ship out the transfer. Follow the steps below to finish a transfer.

1. Click on the Finish Trans button.

2. You will be prompted: "Are you sure you want to complete this transfer? All inventory items will be automatically accepted into the receiving site."

3. Click the Ok button to complete the transfer. The transfer items will be added to the receiving sites inventory and the transfer will become historical.

4. Click the Cancel button to stop this action and remain on the Edit Transfer screen.

NOTE: If you try to finish the transfer for an external transfer you will see the following message: "Finish Transfer option is not available for external transfers."

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• Deleting a Transfer

If you made a site selection mistake or you just want to delete the transfer, follow these steps to do so:

1. 1. In the upper right hand corner click on the Cancel Transfer button.

   2. You will receive a prompt asking you: "Are you sure you wish to cancel this transfer?".

   3. Click Ok to delete the transfer, or if you have changed your mind click on Cancel to cancel the delete.

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• Viewing the Packing List

This screen allows you to print off the details of the transfer to be used as a packing list or slip that you will include with the package when you send out the transfer. Viewing this or the shipping Label is required in order to ship out the transfer. Follow these steps to print off the packing list:

1. In the upper right hand corner click on the Packing List button.

2. The packing list screen with the transfer information will be displayed.

3. Here you can print off the packing list.

4. To return to the Edit Transfer screen close the window containing the packing list.

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• Viewing the Shipping Label

This screen allows you to print off the shipping address information for the site or organization you are sending to. Viewing this or the Packing List is required in order to ship out the transfer. Follow these steps to print off the shipping label:

1. 1. 1. In the upper right hand corner click on the Label button.

      2. The shipping label screen with the address information will be displayed.

      3. Here you can print off the label.

      4. To return to the Edit Transfer screen close the window containing the packing list.

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The functionality on the Edit Transfer screen involves either saving changes made to the transfer, shipping (finalizing) the transfer, and deleting the transfer.

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• Modifying an Internal Receiving Site or Organization for the Transfer Note

The internal receiving site or external organization's receiving site you are sending to must be set as having it's own inventory or else you will not be able to ship the transfer. If transferring to an external organization, the external organization must have a site with the same name as the organization. In addition the internal site or external organization site must also have valid shipping address items or else you will receive an error when you try to ship. A valid shipping address must contain the following items:

1. Street Address, Other Address, or P.O. Box (any one of the three is sufficient)

2. City

3. State

4. Zip Code

This information can be entered or edited on the manage sites screen.

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