Material Transfers – Mobile Workflow

This guide explains how to initiate and manage Material Transfers using the mobile version of the system. It covers accessing the Inventory module, selecting a part, and beginning the material transfer process.

Step 1: Open the Inventory Menu

1. Tap the hamburger menu (three horizontal lines) in the top-right corner of the screen.

2. When the left-side menu appears, tap on “Inventory.”

This will take you to the Equipment Management screen where all inventory items are listed.

Step 2: Locate the Part You Want to Transfer

Once inside the Inventory module, you’ll see a list of available items.

• Use the Category and Master filters to narrow down your results.

• Alternatively, you can use the search bar to look up a part by name, part number, or master.

• Or simply scroll through the full list of items.

For this example, we’ll use the Glycol Pump, but the process is identical for any part.

Step 3: View Available Locations

When you select a part (e.g., Glycol Pump), you’ll see:

• Total quantity in stock

• Total number of locations

• The full part number

• Whether the part is refurbishable

• The unit of measure

• The classification and retail price

Under this info, you'll find location cards — white boxes that show:

• The name of the location (e.g., Carlyle Shop, Crystal Hills W2 Battery)

• The status (e.g., "In Use")

• The quantity at that location

? Tap any of these location boxes to proceed with the transfer.

Next Steps (To Be Completed in Future Sections)

This guide currently covers everything up to selecting a part and location for Material Transfer. Once the system is finalized, we will continue with the following sections:

• Confirming the destination and initiating the transfer

• Reviewing pending transfers

• Processing invoices

• Booking or rejecting material lines