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If you want to see our e-Learning video on Yard to Yard Transfer - Edit Transfer, click this icon .

If you need to view a Transfer, you can see any current or past Transfers in your Transfer page using search criteria.

To access this page, choose New Transfer, Held Transfer, or Closed Transfer from the main Sell menu.

The Select Transfer page will show you all Held Transfers by default. To search through Transfers that have been Voided or Closed, select the Include Voided and/or Include Finished checkboxes, respectively.

You can select which yard you'd like to search through, including all yards or home only using the Select a Yard tools in the bottom left.

If you need to Edit information in a transfer, you can do this in any held transfer by selecting it and choosing the Edit.

Note: If you choose a Closed transfer, you will be able to View it, but cannot edit any information. You do have the choice to Reprint or Void these transfers.

If you need to Edit information in a transfer, you can do this in any held transfer by selecting it and choosing the Edit button.

You can add a new transfer by pressing the "Add" button. You can also create a New Transfer directly from the Sell Menu by pressing .

On the General tab, edit and add transfer and delivery details such as Shipment type, From, To, Order Number etc. You can use the  button next to "Carrier" and "Freight $" to look up Carriers and Freight Rates in your system to add to this transfer.

If your Shipment Type is Loose then you will not need to edit a Packing List. If you select "Packed" as your Shipment Type then you will be able to Edit the Packing List directly from this screen using the Edit Packing List button in the lower right corner.

Note that Shipment Type is listed in the upper right corner of the screen and changes based on what you select for Shipment Type on the General tab.

On the Inventory Item tab, edit the details and add item details. On this page you can add the items to be transferred, or create a Packing List if you are transferring in packs.

Set your Gross and Tare weights here. Pressto enter Gross weight, either manual or read from a scale. Press to enter Tare weight, or read from a scale.

To add an item or Packing List to the transfer, press  to the left of the "Description" column. When you press this button, a new row will appear beneath the Inventory header.

When you pressa button menu showing commodities at your yard will appear. Select the commodities to be transferred on this screen.

 

Then enter the details for the inventory in each column: Expected Net Weight, Expected # of Packs (set this number to 0 if sending a Loose Shipment), etc.

 

When done, select "Hold Transfer" or "Close Transfer" depending on what you'd like to do.

When the transfer is finished, open this transfer from the Select Transfer screen and select the "Finished" checkbox.

 

 

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