Transfer Reasons
Transfer reasons can be used to track why Stock Transfers take place for reporting.
You can manage a list of transfer reporting reasons that users can select when creating stock transfers. The selected transfer reporting reason then shows alongside transfers in stock transfer reports.
Enabling Transfer Reasons
Transfer reasons are optional by default, but within Site Setup at each site you can specify whether they are:
- Optional - Transfer reasons are not enforced.
- Required - Transfer reasons are enforced for all stock transfers.
- External Only - Transfer reasons are enforced only for External stock transfers.
Creating Transfer Reasons
To create a stock transfer reason, head to Inventory Management > Transfers > Transfer Reasons, select [New Transfer Reason].
Within the New Transfer Reason window:
- Transfer Reason: Enter a name for the transfer reason.
Select [Create Transfer Reason].
The transfer reason is then available to select within stock transfers.
Editing Transfer Reasons
To edit a stock transfer reporting reason, head to Inventory Management > Transfers > Transfer Reasons, locate the required transfer reporting reason and select [EDIT].
Within the Edit Transfer Reason window:
- Transfer Reason: Enter a name for the transfer reason.
Select [Save Transfer Reason].
Searching Transfer Reasons
Access Transfer Reasons via: Inventory Management > Transfers > Transfer Reasons.
All transfer reasons are shown by default when accessing this section. There is no option to perform a search to narrow down the list in this section currently.
The transfer reasons list shows the following:
- Transfer Reason: The name of the transfer reporting reason.
Archiving Transfer Reasons
A transfer reason can be archived if no longer required.
You can only archive a transfer reason if you have rights to do so. Click Here if you do not have rights to delete but believe you should.
To archive a transfer reason, head to Inventory Management > Transfers > Transfer Reasons, locate the required transfer reason and select [Edit].
Within the transfer reason:
- Select [Delete].
- Confirm the action.
The transfer reason is now archived.
This is a soft delete, so the transfer reason can be restored if required. Contact Cinchio for more details.