Guide to Using the Incoming Transfers Tab in the Procurement Module

Guide to Using the Incoming Transfers Tab in the Procurement Module

1. Navigate to the Procurement Tab 0:00

• Start by locating the procurement tab on the left side of the interface.

• Click on the procurement tab to access the relevant features.

2. Access the Incoming Transfers Tab 0:14

• Once in the procurement section, look for the top tab labeled 'Incoming Transfers'.

• Click on 'Incoming Transfers' to view the list of transfers.

3. Review Transfer Details 0:24

• The incoming transfers list will display: 

  • The manifest associated with each transfer.

  • The facility from which the transfer is coming.

  • The date the transfer was received (if applicable).

  • The license to which the transfer is going.

4. View Specific Transfer Information 0:34

• Click on any transfer entry to see more detailed information, including: 

  • The sender's details (who it's from).

  • The date received.

  • External ID and delivery ID (if available).

  • Total price of the transfer.

5. Check for Package Information 0:43

• If there are any packages associated with the transfer, they will be listed here.

• Note that in this demonstration, there are no packages shown, but real facilities may have package details.

6. Conclusion 0:52

• This concludes the overview of the Incoming Transfers tab in the procurement module.

• Use this guide to efficiently navigate and utilize the incoming transfers feature.

Link to Loom

https://loom.com/share/526c55827dcc422091b2845ea2524f85