{"id":1262,"date":"2025-07-10T14:11:16","date_gmt":"2025-07-10T14:11:16","guid":{"rendered":"https:\/\/help.fieldax.com\/?post_type=docs&#038;p=1262"},"modified":"2025-07-10T14:11:16","modified_gmt":"2025-07-10T14:11:16","password":"","slug":"transfer-parts","status":"publish","type":"docs","link":"https:\/\/document.fieldax.com\/?docs=transfer-parts","title":{"rendered":"Transfer Parts"},"content":{"rendered":"\n<h2 class=\"wp-block-heading\"><strong>Understanding Parts Transfer<\/strong><\/h2>\n\n\n\n<p>Once product requests are approved, warehouse staff transfer parts to the requesting location or technician.<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 1: Access Product Request<\/strong><\/h3>\n\n\n\n<p>Navigate to pending request:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Go to <strong>Product Requests<\/strong> tab<\/li><li>Find request (PR-2024-0567)<\/li><li>Status shows &#8220;Approved&#8221;<\/li><li>Click to open<\/li><\/ol>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 2: Click Transfer Parts<\/strong><\/h3>\n\n\n\n<p>Initiate transfer process:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Click <strong>Transfer Parts<\/strong> button<\/li><li>Transfer screen opens<\/li><li>Shows requested items<\/li><\/ol>\n\n\n\n<p><strong>Transfer Details Display<\/strong>:<\/p>\n\n\n\n<p>Request: PR-2024-0567<\/p>\n\n\n\n<p>From: Central Warehouse<\/p>\n\n\n\n<p>To: Van-1234 (John Smith)<\/p>\n\n\n\n<p>Priority: High<\/p>\n\n\n\n<p>Needed By: 07\/16\/2024 8:00 AM<\/p>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 3: Choose Items to Transfer<\/strong><\/h3>\n\n\n\n<p>Select items and quantities:<\/p>\n\n\n\n<p><strong>Transfer Selection Screen<\/strong><\/p>\n\n\n\n<p>Requested Item&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; | Requested | Available | Transfer Qty<\/p>\n\n\n\n<p>&#8212;&#8212;&#8212;&#8212;&#8212;&#8212;&#8211;|&#8212;&#8212;&#8212;&#8211;|&#8212;&#8212;&#8212;&#8211;|&#8212;&#8212;&#8212;&#8212;-<\/p>\n\n\n\n<p>Capacitor 45MFD &nbsp; &nbsp; | 3 &nbsp; &nbsp; &nbsp; &nbsp; | 45&nbsp; &nbsp; &nbsp; &nbsp; | [3]<\/p>\n\n\n\n<p>Air Filter 20x25x1&nbsp; | 4 &nbsp; &nbsp; &nbsp; &nbsp; | 8 &nbsp; &nbsp; &nbsp; &nbsp; | [4]<\/p>\n\n\n\n<p>Thermostat Pro&nbsp; &nbsp; &nbsp; | 1 &nbsp; &nbsp; &nbsp; &nbsp; | 12&nbsp; &nbsp; &nbsp; &nbsp; | [1]<\/p>\n\n\n\n<p><strong>Partial Transfers<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Can transfer partial quantities<\/li><li>Note reason for partial<\/li><li>System tracks remaining need<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 4: Save\/Transfer<\/strong><\/h3>\n\n\n\n<p>Complete initial transfer:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Verify quantities<\/li><li>Add transfer notes:<ul><li>&#8220;Shipping via overnight&#8221;<\/li><li>&#8220;Fragile items included&#8221;<\/li><\/ul><\/li><li>Click <strong>Save\/Transfer<\/strong><\/li><li>System creates freight record<\/li><\/ol>\n\n\n\n<p><strong>What Happens<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Inventory decremented from source<\/li><li>Freight record created<\/li><li>Status: &#8220;In Transit&#8221;<\/li><li>Notifications sent<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 5: Edit Freight Record<\/strong><\/h3>\n\n\n\n<p>Add shipping details:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>Freight record opens automatically<\/li><li>Click <strong>Edit<\/strong><\/li><li>Add shipping information:<\/li><\/ol>\n\n\n\n<p><strong>Shipping Details<\/strong><\/p>\n\n\n\n<ul class=\"wp-block-list\"><li><strong>Carrier<\/strong>: FedEx<\/li><li><strong>Tracking Number<\/strong>: 1234567890<\/li><li><strong>Tracking URL<\/strong>:<a href=\"https:\/\/fedex.com\/track?1234567890\"> https:\/\/fedex.com\/track?1234567890<\/a><\/li><li><strong>Ship Date<\/strong>: 07\/15\/2024<\/li><li><strong>Expected Delivery<\/strong>: 07\/16\/2024 by 10:00 AM<\/li><li><strong>Shipping Cost<\/strong>: $25.00<\/li><\/ul>\n\n\n\n<h3 class=\"wp-block-heading\"><strong>Step 6: Mark as Shipped<\/strong><\/h3>\n\n\n\n<p>Confirm shipment:<\/p>\n\n\n\n<ol class=\"wp-block-list\"><li>After physical handoff to carrier<\/li><li>Click <strong>Mark as Shipped<\/strong><\/li><li>Status updates to &#8220;Shipped&#8221;<\/li><li>Tracking info sent to technician<\/li><\/ol>\n\n\n\n<p><strong>Automated Actions<\/strong>:<\/p>\n\n\n\n<ul class=\"wp-block-list\"><li>Email to technician with tracking<\/li><li>SMS notification available<\/li><li>Updates visible in mobile app<\/li><li>Expected delivery shown<\/li><\/ul>\n","protected":false},"excerpt":{"rendered":"<p>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: Go to Product Requests tab Find request (PR-2024-0567) Status shows &#8220;Approved&#8221; Click to open Step 2: Click Transfer Parts Initiate transfer process: Click Transfer Parts button Transfer screen&#8230;<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"closed","ping_status":"closed","template":"","meta":{"footnotes":""},"doc_category":[13],"doc_tag":[],"class_list":["post-1262","docs","type-docs","status-publish","hentry","doc_category-inventory-management"],"year_month":"2026-05","word_count":253,"total_views":0,"reactions":{"happy":0,"normal":0,"sad":0},"author_info":{"name":"admin","author_nicename":"admin","author_url":"https:\/\/document.fieldax.com\/?author=1"},"doc_category_info":[{"term_name":"Inventory Management","term_url":"https:\/\/document.fieldax.com\/?doc_category=inventory-management"}],"doc_tag_info":[],"_links":{"self":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1262","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=1262"}],"version-history":[{"count":1,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1262\/revisions"}],"predecessor-version":[{"id":1263,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=\/wp\/v2\/docs\/1262\/revisions\/1263"}],"wp:attachment":[{"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=1262"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_category&post=1262"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/document.fieldax.com\/index.php?rest_route=%2Fwp%2Fv2%2Fdoc_tag&post=1262"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}