Transfers

Requires.

Enhanced Inventory enabled, and

Inventory Management / Assignments permission anywhere.

A transfer is one party shipping equipment to another. The transfer sits in a pending state until the receiving party accepts it — only then do on-hand counts move from source to target. This two-step model prevents counts from going out of sync when shipments are delayed or items go missing in transit.

What the page shows

A filterable, sortable list of every transfer in the company. Each row identifies the source, the target, the equipment, and the current state.

Creating a transfer

Click New Transfer in the top-right of the Transfers page to open the transfer builder. You choose who's shipping, who's receiving, and how much of each item to send.

Field	Required?	Type	Validation	Notes
Source	Yes	Select	Must differ from Target	The recipient (a technician or a location) shipping the equipment.
Target	Yes	Select	Must differ from Source	The recipient receiving the equipment. Picking the same recipient for both shows "Source and target cannot be the same recipient" and no grid.
Quantity (per item)	No	Number	Whole number, 0 or more	Entered on each equipment row. Only rows with a quantity above 0 are transferred.

Once both a Source and a Target are chosen, a comparison grid lists every active (non-collection) equipment item with the inventory position for each side:

Column	What it shows
Name / UPC / SKU	Identifies the equipment item.
Base	The configured target stocking level for that recipient, or not set.
Min	The configured minimum for that recipient, or not set.
On Hand	Current accepted count. Shows `N/A` if you don't have permission to view on-hand counts.
On Order	Quantity inbound on open purchase orders.
On Transfer	Quantity tied up in pending transfers.
PA	Pre-allocated — committed to customer equipment.
+/-	The recipient's surplus or shortfall against base. Green is over, red is under.

These columns appear for both the source and the target so you can see the effect of a move before you make it.

To send equipment:

Choose a Source and a Target.
Enter a Quantity on each item you want to move.
(Optional) Click Hide 0 Quantity to collapse the grid to only the rows you've filled in. Click Show 0 Quantity to bring them all back.
Click Transfer.

Each item with a quantity above 0 is created as a Pending transfer and you're returned to the Transfers list, where the new rows appear. Nothing leaves the source's counts yet — the target has to accept first (see States).

Note. Transfers are always created as Pending. There's no way to skip acceptance from this page — that two-step hand-off is what keeps counts accurate when shipments are in transit.

Filtering

The Filter button opens a side flyout. Available filters:

Field	What it does
Sort By	Choose the order — by ID (default), created date, etc. Always shown first.
Per Page	10, 25, or 50 rows. Always shown second.
Source	Narrow to transfers shipped from a specific recipient.
Target	Narrow to transfers headed to a specific recipient.
Status	Pending (default), Accepted, Rejected.
Date from / Date to	Created-date window.

The filter button shows a red dot when any filter (other than Sort or Per Page) is set, and a Clear action resets everything to defaults.

States

State	What it means
Pending	The transfer has been initiated but not yet accepted or rejected by the target. On-hand counts have not moved.
Accepted	The target has confirmed receipt. The transfer is finalized — source's on-hand drops, target's on-hand rises.
Rejected	The target refused the shipment (e.g. wrong item, missing items). The transfer is logged but never moves stock.

Workflow

Inbound triage. Filter to Target = me (or a specific tech) and Status = Pending. Each row needs a decision.
Stuck transfers. Filter to Status = Pending with an old date range to find shipments that have been sitting un-acknowledged for too long.
Audit trail. Filter to Status = Accepted or Rejected to see the historical flow between two specific recipients.