How to Transfer a Material from the Catalog to a Location?
Need to move an item from your catalog into a specific location? No problem! Follow this interactive guide to see how it’s done:
Videos
Option 1: Select your materials individually and assign them to a truck or warehouse.
Option 2: Select the whole page of materials and assign them to a truck or warehouse.
Step-by-step guide
Access the Catalog and select the items you want to transfer. Use the search bar and filter option to find your materials easily.
We recommend setting the rows view to 50 or more so you can see more items per page.
If you mark the "Name" checkbox at the top, all the items on that page will be selected at once.
Once you've selected your items, click on "Other Options" and select "Add to Location."
Choose the location, add the barcode and the quantity you want to transfer, then hit "Add Materials." Done, your items will be transferred!
How to Transfer Materials Between Locations?
If you need to move materials from one location to another, here are the steps to follow:
Go to Stock and select the location you want to transfer the items from.
Select the materials you want to transfer and click the "Transfer" button.
Choose the Location or Job you want to transfer the items to, enter the quantity per item, and click "Transfer" to finalize the process.
Both transfer options are available directly within Catalog (for catalog-to-location transfers) and Stock (for location-to-location transfers).
Still need help? Contact Support!