Transfer Manager

The Transfer Manager is where a transfer goes through the final processing in preparation for pick/pack procedures. If you just created a transfer in the queue, it will automatically appear in the Transfer Manager when selecting the Transfer Manager from the Products tab drop-down list. If you need to locate a different transfer or are entering the Transfer Manager directly you will need to use the Filter Transfers tool to search for the transfer you wish to process. Depending on the size of your organization there may be several transfers queued daily or even hourly.

Search for Transfers

If you are unable to locate the transfer, you can also create a new transfer from here by clicking ‘New Transfer.’ This will take you to the Transfer Builder where you can construct a new transfer and send it to the Transfer Queue.  Note: if you aren’t able to locate a transfer in the Transfer Manager, check the Transfer Queue before creating a new transfer.

Step

Action

1

From the Transfer Manager, enter the search criteria and click Search

tm_-_search.png

Clicking New Transfer will take you to the Transfer Builder.

Clicking Reset will clear the filters.

2

Transfers matching the Filter criteria are displayed in the Transfer Manager window.

Click on thehammer-wrench.png    icon of a transfer to the left of any Transfer to view or process the Transfer. 

3

Select one or more Transfers and click Close at the bottom of the results window to close a Transfer when it has been fully processed. 

 Transfer Records

Each Transfer Record is comprised of the following sections:

Transfer General Attributes

Transfer Confirmation

Receive a Transfer

Assignments

Correspondence

Comments

Shipments

Documents

Click on each to view detailed information about each section and its fields and/or functions.  

© 2023 CORESense ·  info@coresense.com · 125 High Rock Avenue, Saratoga Springs, NY 12866