Inventory Transfer Directly from Estimate

7
2 years agoopen1Offers to Contribute: $1,000.00

To reduce the requirement to re-enter line items into an inventory transfer we would like to have a button on the Estimates the same as the “Reserve Items” button to load the inventory transfer form.
Please prioritize this request and let us know what the cost would be for this feature request.

1 thought on “Inventory Transfer Directly from Estimate”

  1. I like this idea and feel it could also be an option on the work order and Purchase Order list as well. How we currently handle material request using Aptora is if the Technicians put all the materials on the estimate and the job got approved, we then convert the estimate to a work order. If all the materials are on the estimate the materials copy over, and the technician will then create a PO to our warehouse. If no materials were added to the estimate and the work order is already created the tech will add the materials, they need to the work order and then create a PO and include items. If we have everything in our warehouse, we print a pick ticket from the Purchase Order and pull the items. It would be nice to be able to click the menu button on the PO after we pull all the parts we have and be able to select the option to open the warehouse transfer inventory feature and it would load the item on the PO to the form. We would then need to select the from warehouse and to warehouse to autofill the empty columns. The current work around is we have to open the transfer warehouse inventory and manually enter or use the barcode look up and scan all the parts into the transfer form.

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