Adding and Viewing Inventory Transfer Notes

Add an Inventory Transfer note to provide extra detail around a transfer. When creating the note, you will determine who else can see it:

• A location can see the other location's notes if the notes were marked Note can be viewed by receiving location.
• Central Office can see all notes created by locations, but cannot edit or delete them. The From and To locations can see a CO note if it was marked Note can be viewed by locations.

To add a transfer note

1. Select Notes from the bottom-left of the screen.
   
   
2. Select the "add" icon to display the Add Note window.
   
3. Enter your note in the Notes field.

• If you are the transferring location, you can enable Note can be viewed by receiving location to expose this note to the receiving location.
• If you are the receiving location, you can enable Note can be viewed by transferring location to expose this note to the transferring location.
• Central Office can enable Note can be viewed by locations to expose the note to both locations involved in the transfer.

4. Select Save when finished to save the note.

To view transfer notes

You can view Inventory Transfer Notes by:

• Opening the transfer record and selecting Notes.
• Selecting the Notes icon from the Search screen.

(record with a note)

(record without a note)