Instanta Asset & Inventory Management

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  10. Creating New Transfer Form

Creating New Transfer Form

1. Log on to Instanta, On the Inventory Management drop down click on Transfer Form.
2. Click the “NEW” link on the Transfer form listing to load the New Item Transfer form.
3. Enter relevant details ( Type, Select From, Transfer to, Select Status)
4. Expand the Items Card and click “Add Items” to load item form.
5.Check “From Requests” and select the Item Request from the drop-down to load the items.
6. Select the registered items from the store.
7. Click “Add” to save changes.
8. Attach file (If any).
9. Click “Done” to create the create new item transfer.

NOTE: A new inventory transfer created email is sent to the warehouse team.

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