Complete Pull

Owned by Rick Eggleston (Unlicensed)
Last updated: Oct 11, 2023
2 min read

This functionality is new as of version 4.1.

The Inventory Pull can be saved in order to return at a later time for completion. After saving the Inventory Pull none of the Inventory will be updated. The final step of the Inventory Pull is to ‘Complete Inventory Pull’, which will update the Inventory in the Source Inventory Locations.

In order to have access to Pull Inventory for a Transfer Request:

One of the following must apply:

To Complete an Inventory Transfer Pull:

  • If an Inventory Location has been marked ‘Hide From Transfer’, it will not appear on the ‘Inventory Pull’ screen as a Source Inventory Location.

  1. Navigate to the ‘Inventory Pull’ screen.

    1. Refer to Start Pull (Transfer Request).

      'Inventory Pull' screen - 'Complete Inventory Pull' button
      'Inventory Pull' screen → 'Complete Inventory Pull' button

  2. The system will automatically populate the ‘Pulled Qty’ for the Inventory that will expire first, in the Source Inventory Area.

    1. Refer to About Highlight Colors and Other Indicators.

  3. Click the ‘Save’ button to save changes.

    1. The process won’t be complete until the ‘Complete Inventory Pull’ button is clicked; but after saving, the Inventory Pull can be closed and reopened at a later time.

  4. Click the ‘Complete Inventory Pull’ button to complete the Inventory Pull process.

  5. The ‘Please Confirm Inventory Transfer Pull’ popup will appear.

    'Inventory Transfer Pull' screen - 'Complete Inventory Pull' button - 'Confirm Inventory Pull' popup
    'Inventory Transfer Pull' screen → 'Complete Inventory Pull' button → 'Confirm Inventory Pull' popup

  6. Click the ‘Yes’ button to complete the Inventory Pull; OR,

    1. The Inventory Transfer Request Status will be updated to ‘Transferred’.

    2. The Inventory in the Source Inventory Area will be updated.

  7. Click the ‘No’ button to cancel the operation and close the popup.

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