Creating Pending Transfers

When an inventory part is flagged as "pending transfer", it is removed from its original stock location An location, like a warehouse or a truck, where inventory is stored. In ServiceCEO, office locations and teams (and, in ServiceCEO Enterprise, branch and regional offices) can be identified as Stock Locations. and appears in its destination stock location. Pending transfer parts have not yet been physically been moved between stock locations, (or it is in the process of being moved between the two locations), so you will not be able to complete any jobs to which a pending transfer part is assigned until the transfer is completed.

Note that thus the totals of the destination stock location will not include any items in transit. In other words, items being transferred do not show up in the stock levels tab of either Stock Location.

A pending transfer is created in the Inventory Management Grid. Whenever you assign parts that are located in one stock location to a job that is being serviced by another stock location, it will ask you to mark these parts as pending transfer. For example, if five parts located in the central warehouse (the stock location for the entire company) are assigned to a job serviced by the Suburb team The default term for a group of employees that work together. Teams as assigned to jobs, so all employees assigned to team will be work on that job. If you are tracking inventory, a team can also be a stock location., then you will be prompted to flag these parts as pending transfer to the Suburb stock location.

Tip

Tip:
You can create a transfer outside of the Inventory Management Grid by creating a new transfer ticket. To do so:

  1. Open the Open Tickets tab.

  2. Click Create Transfer Ticket.

  3. Click Add New Transfer. A new line will be added to the transfer ticket.

  4. Search for and add the part you want to transfer as well as the source and destination stock locations.

All pending transfers that are not part of a Transfer Ticket are located on the Pending Transfer tab.

Tip

Tip:
You can group any pending transfers that are going to the same stock location together onto a Transfer Ticket.

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