Transfer Confirmation

Step

Action

1

Click the Generate & Print Pick/Pack List button and the  Pick/Pack  document displays in a separate window ready to print.  The Pick/Pack list is a static document that can be used by the source and destination locations for manual verification purposes. Its is not an editable Email and Document Template.. 

Note: If you forget to generate the Pick/Pack documents list during confirmation, you can re-generate them after the fact by returning to the Transfer Confirmation section. Click here to view sample screen.

2

The SKU Verification function is used to validate the Pick/Pack list.   This is an additional step that allows you to use a barcode scanner to verify that the proper items were picked before sending a shipment to the Destination Location.  

3

Click the Barcode Verification button to access the  Scan window. As the product barcodes are scanned, they are listed in the Scanned SKUs list below.

4

Click  Update Quantity   to confirm the addition of the inventory to the transfer. When all scanning is completed click Confirm Verification.

SKU and QTY Matches are displayed in Green

Overages are is highlighted in Purple.  For overages, new inventory will be created AND/OR more inventory will be assigned to transfer

Missing items will be displayed in Grey. 

5

Clicking   Pre-Verified   allows you to skip the verification step. You may want to do this if you do not have a separate person checking that the picker has selected the proper SKUs.

6

Enter the quantity picked for the transfer in the Picked Quantity field. The Total is color coded to easily identify if the transfer quantity matches the picked quantity, or if there are any shortages.

7

Click Confirm and the system prompts you to confirm the transfer, click OK.

8

Once the transfer has been confirmed, it is now placed in Shipments.