🚚Transfers

How to transfer assets between locations and departments

The Transfers feature lets you move assets from one location or department to another. Track the full transfer lifecycle from initiation to completion.

---

1. 📍 Access Transfers

Navigation: Assets → Transfers from the sidebar.

---

2. ➕ Initiate a Transfer

Steps

1. Click New Transfer or Initiate Transfer

2. Select Asset

3. Select From Location (current — optional, can be auto-filled)

4. Select To Location (required) — where the asset is moving

5. Optionally: From Department and To Department

6. Enter Quantity (default: 1)

7. Set Transfer Date

8. Add Reason (optional) — e.g., "Office relocation", "Department reassignment"

9. Add Notes (optional)

10. Click Save

Initial Status

• Transfer is created with status Pending

• Asset location is not updated yet — that happens when the transfer is completed

---

3. ✅ Complete a Transfer

When the asset has physically arrived at the new location:

1. Go to Assets → Transfers

2. Find the transfer with status Pending or In Transit

3. Click Complete Transfer or Mark as Received

4. The system records who received it and when

What Happens on Completion

• ✅ Asset's location is updated to the new location

• ✅ Asset's department is updated (if specified)

• ✅ Transfer status changes to Completed

• ✅ Audit log and webhook asset.transferred are triggered

---

4. 📋 Transfer Statuses

Status	Description
Pending	Transfer initiated, not yet completed
In Transit	Asset is being moved (optional workflow)
Completed	Asset received at new location
Cancelled	Transfer cancelled

---

5. 📊 Viewing Transfers

In Assets → Transfers you can see:

Column	Description
Asset	Asset name and code
From Location	Origin
To Location	Destination
Transfer Date	When transfer was initiated
Transferred By	Who initiated
Received By	Who confirmed receipt (when completed)
Status	Pending, In Transit, Completed, Cancelled

---

💡 Best Practices

• ✅ Complete transfers promptly when assets arrive

• ✅ Document reason for audits and reporting

• ✅ Use departments for multi-department organizations

• ✅ Run transfer reports to track asset movement over time