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Transfers

The Transfers feature lets you move assets from one location or department to another. Track the full transfer lifecycle from initiation to completion.

1. Access Transfersโ€‹

Navigation: Assets โ†’ Transfers from the sidebar.

2. Initiate a Transferโ€‹

Stepsโ€‹

  1. Click New Transfer or Initiate Transfer
  2. Select Asset
  3. Select From Location (current - optional, can be auto-filled)
  4. Select To Location (required) - where the asset is moving
  5. Optionally: From Department and To Department
  6. Enter Quantity (default: 1)
  7. Set Transfer Date
  8. Add Reason (optional) - e.g., "Office relocation", "Department reassignment"
  9. Add Notes (optional)
  10. Click Save

Initial Statusโ€‹

  • Transfer is created with status Pending
  • Asset location is not updated yet - that happens when the transfer is completed

3. Complete a Transferโ€‹

When the asset has physically arrived at the new location:

  1. Go to Assets โ†’ Transfers
  2. Find the transfer with status Pending or In Transit
  3. Click Complete Transfer or Mark as Received
  4. The system records who received it and when

What Happens on Completionโ€‹

  • Asset's location is updated to the new location
  • Asset's department is updated (if specified)
  • Transfer status changes to Completed
  • Audit log and webhook asset.transferred are triggered

4. Transfer Statusesโ€‹

StatusDescription
PendingTransfer initiated, not yet completed
In TransitAsset is being moved (optional workflow)
CompletedAsset received at new location
CancelledTransfer cancelled

5. Viewing Transfersโ€‹

In Assets โ†’ Transfers you can see:

ColumnDescription
AssetAsset name and code
From LocationOrigin
To LocationDestination
Transfer DateWhen transfer was initiated
Transferred ByWho initiated
Received ByWho confirmed receipt (when completed)
StatusPending, In Transit, Completed, Cancelled

Best Practicesโ€‹

  • Complete transfers promptly when assets arrive
  • Document reason for audits and reporting
  • Use departments for multi-department organizations
  • Run transfer reports to track asset movement over time