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Transfer

Transfer

These are the steps of creating a transfer in Smart Forms so you can generate a transferId for the shipping tool.

Open the Transfers usage in from the Transfer usage group.

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From the Transfers usage, click the plus action

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Once the transfer header is generated, fill out all the relevant information (most information will be defaulted)

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Once the transfer header is created, select the action menu and then click the "Add Products to Transfer" action

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A pop up modal will appear. Click search the product you want to add by the product id. Select the correct product and press "ok"

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Add the total amount of the item you'd like to transfer. Press "ok"

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After the product has been added, verify the data on the bottom usage. It should be updated with the desired product

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When the product has been added and verified. Click the change status button on the Transfer Header menu bar

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Change the status to "Packed"

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After setting a product to packed, the transfer will be able to be completed with the Shipping tool