Envision Cloud User Guide

Receive Inventory Transfer

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Receive Inventory Transfer

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Receive Inventory Transfer

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The Receive Inventory Transfer screen allows multiple-location businesses to transfer inventory quickly and easily from one location to another. In the event that an inventory transfer is entered incorrectly, simply transfer the items back to the original location to correct.

 

Access the Receive Inventory Transfer Screen by hovering over Inventory on the menu bar, then choosing the Receive Inventory Transfer option.

 

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inv_transfer_receive_screen

 

Transfer Number

 

The program will automatically assign a number for the transfer when it has been saved.

 

Transfer From

 

The location where the transfer is created will show here after saving the transfer. This field is not editable when receiving a transfer.

 

Transfer To

 

Select the end location of transferred items when creating a transfer. This field is not editable when receiving a transfer.

 

Status

 

If a transfer was created and not received, the transfer status will be "Open". If some of the items have been marked as received, the status will be "Partial". If the transfer was received in it's entirety, the status will be "Complete".

 

Sent On Date

 

The date entered when creating the transfer will show here. This field is not editable when receiving a transfer.

 

Received On Date

 

The date that a transfer was received will show here, once the transfer has been marked as received.

 

Product List

 

The items and quantities marked to transfer will show in this list.

 

Received Column

 

Enter the number of each transferred item that is being received.

 

Barcode Item Selection

 

Clicking the barcode button opens a pop-up window to allow quantity and barcode entry. Scan or type the barcode and select to Add Item.

 

Receive All

 

If you have received every item with the transfer, click this button. This will update the quantities in the item profiles and on this screen.