Transfer Orders
Transfer order software
Every asset moved, tracked from shipping to receiving
Move your assets from one location to another with approvals, an assigned owner and fast barcode scanning, both when shipping and when receiving.
What is a transfer order?
A transfer order is the document that authorizes and tracks the movement of assets from one location to another. That can be between two warehouses, from a depot to a job site, or between two sites.
In Hector, transfer orders are part of the Operations module. A transfer order generates a delivery slip and lets you track every step of the delivery, from approval to receipt.
Approved transfers, with an assigned owner
Require approval for transfers and assign an owner to every move. You always know who authorized what, and who is handling it.
- Transfer approval
- Assigned owner
- Transfer validation
Fast scanning at shipping and receiving
Scan asset barcodes when they leave, then again when they arrive. Your teams confirm moves in seconds, with no re-entry.
- Scanning at shipping
- Scanning at receiving
- Barcodes and mobile app
Every step of the delivery, tracked
Generate a delivery slip and track the transfer’s progress until it is validated at its destination.
- Delivery slip generated
- Every step tracked
- Detailed history of every change
- Consumables deducted automatically on transfer
The transfer that fulfills a request
When an approved requisition involves equipment available at another location, your staff fulfills it with a transfer order. The request and the move stay linked.
How do transfer orders work in Hector?
1
Create the transfer
Specify the origin, destination, assets and owner.
2
Get it approved
The transfer is approved by an authorized person.
3
Scan at shipping
Assets are scanned when they leave.
4
Validate at receiving
Assets are scanned when they arrive and the transfer is validated.
What types of moves is it for?
Warehouses, job sites, schools or offices: transfer orders track every asset movement.
- Moves between warehouses
- Equipment returns to the depot
- Requisition deliveries
- Equipment sent to a job site
- Redistribution between schools or buildings
- Office relocations
Pourquoi un tableur Excel n'est pas efficace
| Criteria | Excel | Hector |
|---|---|---|
| Transfer approval | ||
| Assigned owner | ||
| Scanning at shipping | ||
| Scanning at receiving | ||
| Delivery slip generated | ||
| Every delivery step tracked | ||
| Transfer linked to a requisition |
The Operations module, order by order
Transfer orders connect with your other operations. An approved requisition can be fulfilled by a transfer from another location, and the equipment moved feeds into your work orders.
Transfer orders
Move assets between sites and warehouses with full traceability.
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Your questions, answered
What is a transfer order in Hector?
It’s the document that authorizes and tracks the movement of assets from one location to another. It includes approval, an assigned owner, and asset scanning at shipping and receiving.
Can I scan assets at shipping and receiving?
Yes. Hector lets you scan barcodes quickly when a transfer leaves and when it arrives. The new scanning engine in the mobile app speeds up barcode reading in the field.
Can a transfer require approval?
Yes. Transfers can require approval before shipping, and an owner is assigned to every move. Validating the transfer confirms it was received at its destination.
Can I generate a delivery slip?
Yes. A transfer order generates a delivery slip and lets you track every step of the delivery, from approval to receipt.
How are transfer orders linked to requisitions?
When an approved requisition involves equipment available at another location, your staff fulfills it with a transfer order. The equipment is delivered to the requester, and the request stays linked to the move.
Can I choose a shelf as a transfer destination?
Yes. When creating a transfer order, you can choose a shelf, meaning a specific spot in a warehouse, as the destination. The term “shelf” may vary depending on how your platform is configured.
Which Hector plans include transfer orders?
Transfer orders are included in the Castle plan.Les bons de transfert sont inclus dans le plan Château.