Transfer Orders and Locations
Under Review
August 05, 2025
Customizable statuses
- Transfer Orders are limited to "Draft," "In-Transit," and "Complete." Please allow for for customized statuses.
Checklists
- Allow for Transfer Order status updates to trigger a checklist.
- The checklist should attach to transfer order when completed.
Connectivity with customer data
- Allow for the allocation of a part/product to a customer within a transfer order.
-For example, "this product being transferred to team X is for customer Y"
Notifications
- Allow for notifications to be triggered by Transfer Order status updates
Locations + Service Territories + Teams
- Allow for locations Service Territories, and Teams to associate to one another.