This article is a part of the Mobile Item Transfers feature for the R365  App.  Click here to learn about creating an Item Transfer via the web browser.

 

Item transfers can be created on the fly as needed from the transfers screen. Once a transfer is sent to the receiving location, the status of the transfer will be updated on the transfers screen. Learn more about transfer statuses and workflows here.

 

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Create a Transfer


To create a new transfer, first navigate to the Transfers screen, then tap the + New Transfer  button on the transfers screen. This will open the new transfer form.





New Transfer Form


The New Transfer form has three steps that must be completed to create the Transfer:



Step 1: General Information





FieldDescription
TemplateSelecting a Transfer Template will populate Items in Step 2. Selecting a Template is not required. Learn more about Transfer Templates here.
DateThe date the Transfer is created. This field is required.
Transfer FromThe sending location. This required field will default to the location of the user creating the transfer.
Transfer To The receiving location. This field is required.
ContinueOnce the required fields are completed, tap continue to proceed to the next step.




Step 2: Add Items


Individual Items can be added in this step. If a Template was selected in Step 1, the Items associated with that Transfer Template will be pre-populated. 




FieldDescription
EditTap to remove items from the entry. Learn more about removing items below. 
Item EntryThe individual item(s) added to the transfer. This include the following information:
  • Item name
  • Quantity & UofM
  • Total Cost based on the quantity

Tapping an item entry will open the edit item slide-out, which is identical to the add item screen.
+Add ItemTap to add an item to the transfer. Tapping this will open the add item screen.

Users with barcode scanning enabled will be prompted to select whether to enter the item by scanning barcodes or entering manually.

BackTap to return to the previous step
ContinueOnce all the necessary items are added, tap to proceed to the next step.

Note: At least one item with a non-zero quantity must be present in order to continue



Step 3: Comments




Transfer-level comments are required in order to send the Transfer to the Receiving Location. If comments are not added in Step 3, they must be added on the Comments tab of the transfer details screen before sending. 


The following actions can be taken in this step:


- Tap to add a comment


- Tap to return to Step 2

- Tap to finish the transfer



Finishing the new transfer form will create the transfer and set it to the ‘In Progress’ status. The created transfer can then be viewed and edited from the transfers screen. Learn more about Transfer Statuses and Workflows here.


Once the finish button in Step 3 is tapped, the transfer will be created and set to in progress status. The created transfer can be viewed and edited from the transfers screen. 


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Adding Additional Items


Users can add as many items as needed to an item transfer. Tapping add item in Step 2 when creating a new Transfer, or on the items tab when reviewing an existing transfer will open the add item screen.

The add item button is only available to users at the sending location while the transfer is in in progress or rejected status.


When utilizing barcode scanning to add items to a transfer, users will have the option to continue adding items by scanning. To read more about using barcode scanning for item transfers, click here.






Add Item Screen


The add item screen is where users can input all the relevant item information for the item transfer, including which item is being transferred and the number of units that is being transferred. 



FieldDescription
Selected ItemTap the 'Selected Item' field and type in part or all of the desired Item's name. Then choose the correct Item from the suggested options.

Unit of MeasureTap the Unit of Measure drop-down and select from the available options.


Note: Only Inventory Units of Measure associated with the Item will be available to select


QuantityTap the quantity field and type in the quantity of items to add to the transfer.
Each Amt

The current cost per unit of the item based on cost data. 


Users with the following Permission will be able to edit 'Each Amt' values:

Food → Item Transfers →
Edit Item Transfer Detail Amounts

TotalThe total cost of the item added based on the each amt and quantity entered
Comment

If applicable, tap the Comment Entry box and type a comment. 

Note: A Transfer-level comment must be made before the Transfer can be sent to the Receiving Location


+ Add ItemTap to add an item to the transfer. Tapping this will open the add item screen.




Using Barcode Scanning for Item Transfers


When adding an item, users with barcode scanning enabled will be prompted to select whether to enter the item by scanning barcodes or entering manually. To read more about using barcode scanning for transfers, click here.

 


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Editing Existing Item Transfers


Items that have been been added to a transfer can be edited by users at the sending location when creating a new transfer as well as when an existing transfer is in 'In Progress' or 'Rejected' status.


To edit an item on a transfer, tap an item that needs to be edited. This will open the Edit Item screen, where users can edit any of the following fields:

  • Unit of Measure 
    • Note: This field can only be changed to other inventory units of measure associated with the item.
  • Quantity 
  • Each Amount
    • Note:  Only users with the following permission will be able to edit this value:
      • Food → Item Transfers → Edit Item Transfer Detail Amounts




After changes are made, tap the 'Done'  button to save and return, or the 'Cancel' button to close without saving.


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Removing Items


Items that have been been added to a transfer can be removed by users at the sending location when creating a new transfer as well as when an existing transfer is in 'In Progress' or 'Rejected' status. 


Tap the 'Edit' button to change the Add Items screen to bulk edit mode. In bulk edit mode, each item will display only the item name and a circular checkbox. 

Check the circular checkbox next to each item that should be removed. When all items that need to be removed have been selected, tap the 'Remove' button to remove the selected Items and exit bulk edit mode.




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