Roles: Administrator & Employee | Interface: Web & Mobile
A transfer delivery note is automatically generated whenever assets or quantity items are transferred, whether the transfer is performed using the mobile app or the web platform.
This applies to all types of transfers, including those between locations, employees, or storage assets, and covers manual, suggested, and automated transfers alike.
The delivery note is automatically emailed to both the person conducting the transfer and the recipient, ensuring awareness.
Additionally, delivery notes can be downloaded at any time from the transfer history screen on the web platform, supporting transparency and accountability in asset management.
For step-by-step instructions on transferring assets or quantity items, please refer to the articles listed below.
- How to transfer assets on the web platform
- How Quantity Item Transfers Work vs Asset Transfers using web platform
- How to transfer assets on the mobile app via Transfer Cart
- How quantity item transfers work vs asset transfers using mobile application
After the transfer is complete, follow the steps below to download the delivery note.
Instructions:
-
To download and view the transfer delivery note, go to the Administration tab and click on Transfer History.
-
Click on the required transfer in the list to open the according Transfer history details screen.
-
Click the Delivery Note element above the items list to download it.
-
Here’s a sample delivery note for your reference.