Understanding Parts Transfer

Once product requests are approved, warehouse staff transfer parts to the requesting location or technician.

Step 1: Access Product Request

Navigate to pending request:

1. Go to Product Requests tab
2. Find request (PR-2024-0567)
3. Status shows “Approved”
4. Click to open

Step 2: Click Transfer Parts

Initiate transfer process:

1. Click Transfer Parts button
2. Transfer screen opens
3. Shows requested items

Transfer Details Display:

Request: PR-2024-0567

From: Central Warehouse

To: Van-1234 (John Smith)

Priority: High

Needed By: 07/16/2024 8:00 AM

Step 3: Choose Items to Transfer

Select items and quantities:

Transfer Selection Screen

Requested Item          | Requested | Available | Transfer Qty

——————–|———–|———–|————-

Capacitor 45MFD     | 3         | 45        | [3]

Air Filter 20x25x1  | 4         | 8         | [4]

Thermostat Pro      | 1         | 12        | [1]

Partial Transfers:

• Can transfer partial quantities
• Note reason for partial
• System tracks remaining need

Step 4: Save/Transfer

Complete initial transfer:

1. Verify quantities
2. Add transfer notes:
   • “Shipping via overnight”
   • “Fragile items included”
3. Click Save/Transfer
4. System creates freight record

What Happens:

• Inventory decremented from source
• Freight record created
• Status: “In Transit”
• Notifications sent

Step 5: Edit Freight Record

Add shipping details:

1. Freight record opens automatically
2. Click Edit
3. Add shipping information:

Shipping Details

• Carrier: FedEx
• Tracking Number: 1234567890
• Tracking URL: https://fedex.com/track?1234567890
• Ship Date: 07/15/2024
• Expected Delivery: 07/16/2024 by 10:00 AM
• Shipping Cost: $25.00

Step 6: Mark as Shipped

Confirm shipment:

1. After physical handoff to carrier
2. Click Mark as Shipped
3. Status updates to “Shipped”
4. Tracking info sent to technician

Automated Actions:

• Email to technician with tracking
• SMS notification available
• Updates visible in mobile app
• Expected delivery shown