Field & Warehouse Item Transfer

Similar to the Loan and Borrow functions, you can move one or many Items from job to job or warehouse to warehouse easily. No need to return to the warehouse first if the tool or Item needs to move on to another location.

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In this article:

Field Transfers

Web Portal Field Transfers

Mobile App Field Transfers

Warehouse Transfers

Web Portal Warehouse Transfers

Mobile App Warehouse Transfers

Field Transfers

With ShareMyToolbox you can easily transfer between jobsites and connections using the Field Transfer options available in both the Web Portal and Mobile App. In either option you can transfer a single Item, or many Items at once.

Web Portal Field Transfers

There are two ways to move Items using the Web Portal.

Via the Actions feature (can move many Items at once)
Via the individual Item Card in the Items menu (can move one Item at a time)

Move Many Items with Actions

field-select menu

Select the Actions feature in the Menu
Select the Field Transfer tab

Field-filter

Use the Search and Filter options to get a list based on the transaction you wish to take.

Tip: Filter by the Location of the job you wish to move Items from.

Field-add to cart

Tap the Cart icon to move Items to your Cart
When all Items are added, tap the Checkout button

Select the Connection that will receive the Items
Select the New Location you are transferring to
Optionally, select a Due Back date
Tap Transfer to complete

Tip: The Connection can remain the same if they are staying with the person, just moving to a new jobsite. Alternatively, you can reassign the Connection at this stage as well.

Move Single Items In Item Card View

item-filtered

Select the Items menu
Using Search and Filter options, find the Item you wish to Transfer

item-transfer button

Tap on Item record to open the Item detail card
Tap on the Transfer icon to start the transfer process

item-transfer options

Select the Connection that will receive the Items
Select the New Location you are transferring to
Optionally, select a Due Back date
Tap Transfer to complete

Tip: The Connection can remain the same if they are staying with the person, just moving to a new jobsite. Alternatively, you can reassign the Connection at this stage as well.

Mobile App Field Transfers

Using the Mobile App, you can transfer one or many Items at once.

mobile-field transfer

Using Search & Filters, locate the Items you wish to Transfer
Tap the selection circles to select the Item(s) you wish to Transfer
Tap Transfer button
Select the Connection that will receive the Items
Select the New Location you are transferring to
Optionally, select a Due Back date
Tap Transfer to complete

Warehouse Transfers

With ShareMyToolbox you can easily transfer between Warehouse Locations using the Warehouse Transfer options available in both the Web Portal and Mobile App. In either option you can transfer a single Item, or many Items at once.