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Item Mass Transfer is used to transfer ALL Items from one Connection or Location to another. It is an ALL or nothing function, useful if you hired a new person taking over an existing job. This lets you transfer all the Items to the new person.
In this article:
Item Mass Transfer Functionality
Mass Transfer Tutorial
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Item Mass Transfer Functionality
Mass Transfer is an Admin function available in the Web Portal. Simply put, it allows you to quickly move ALL Items from one person to another person, or one Location to another Location. That’s it!
To get started,
- Click on Items Menu
- Click on Mass Transfer Sub-Menu Item
Note: Item Mass Transfer simply moves all Items from one person to another or one location to another. Because of this functionality, there are no additional filter options.
Connection Mass Transfer
To move ALL Items from one Connection to a different Connection
- Select the Connection from dropdown and choose the Connection you wish to move Items from
- Select the Connection to dropdown and choose the Connection you wish to move Items to
- Click TRANSFER button
Location Mass Transfer
To move ALL Items from one Location to a different Location
- Select the Location from dropdown and choose the Location you wish to move Items from
- Select the Location to dropdown and choose the Location you wish to move Items to
- Click TRANSFER button
