Note: Due to the power and technology in the new iCat Inventory App: Contractor Edition, we recommend that most transfers be completed using the app for ease of use.
The Transfer function within the iCAT Production View is a simple and powerful tool to organize your contents division down to the last box. The confidence that comes with being organized at this level will impact every facet of your contents process.
Use this function to transfer items or locations from one location to another.
For example:
After Packout: move contents from the truck into vaults, shelves, holding areas, etc.
General Warehousing: transferring vaults or pallets to storage areas.
Transferring packaging boxes into clean vaults after cleaning.
Moving replacement items or salvage items into holding or disposal areas.
Moving contents from one box into another box.
Important:
Warehouse Locations and Movable Locations such as vaults & pallets must be set up.
Transfer can ONLY be performed from within the Production View. Please ensure all pack-out data are successfully uploaded, and the Production View is refreshed after any recent Pack-out uploads.
If iCat does not recognize the barcode, look into why here.
Transfer contents using the keyboard
Be warned: Manipulating and transferring contents without physically scanning each item or box opens up your contents division for possible quality control errors. This is best left for an admin user familiar with iCAT, the contents operations, and the reasons for making these administrative transfers.
Note: When you search/filter the production view by the job name, it turns on a hidden feature that allows you to “Select All.” Be careful.
1. Select a location or item from the left tree view in the lower left pane of the screen.
Select a MOVABLE location such as a box, vault/pallet/skid, if you want to move the entire location and its contents together while keeping the existing parent-child relationships intact; and,
Select individual items if you're going to move the item OUT of its current location.
Note: You can expand the left location tree by selecting the triangle to see what other items and locations are attached to the main location.
Careful: If you expand the box and only click on the item's check box, not the box itself, you will transfer the item “out” of the box. Using the new contractor edition of the app prevents these errors unless it is intended.
E.g., Moving one laptop out of a box of electronics to be placed into a new
To move the box with existing contents inside it, select the checkbox beside the box name/barcode.
2. Select Transfer.
Manually select <Transfer> from the Action Menu. This opens the Transfer Location window.
.
The Transfer window makes it easy to understand what you are moving:
Single Items: “Job Items To Be Moved” display all single items that are not in a location or selected from within their existing locations (so that only the item moves).
Locations: The lower half of the page shows the locations you selected, including boxes, pallets/vaults/carts. Any item inside these locations will be moved with the location into the “to be” selected destination location.
3. Select the Destination Location you would like to move the selected items and locations into. You can begin typing inside the Location Box and choose from the pull-down menu of locations in your facility
4. Select “TRANSFER” to complete the transaction. The destination location will be highlighted on the left. If you expand the destination location, you will see the locations and items you transferred.
Do You Know? iCAT will warn you when there is any restriction violation during a transfer, such as transferring location types into the same location types, transferring multiple jobs into single restricted job locations, etc., so that you can rectify your selections to proceed with the transfer.
What’s Next?
Option: Move the Destination Location to another higher-level location. For example, if you move items into. Then select the vault; you can transfer it to a warehouse location so it is easy to locate in the future. To do this, scan/select the Vault to which you moved contents and repeat the transfer process to place the vault into a warehouse location.
Option: Printing a location report for the vault/skid/etc.
When moving many contents into a single claim location, such as a Vault or a Pallet, you can print a location report and affix it to the location. This is a great way to keep your warehouse visually organized – especially from a distance, as the report prints in a large font.
The following fields are displayed:
Date Report Printed
Insured Last Name, First Name
Location Name
Barcode (easy for the forklift operator to scan)
The dominant item status of contents in this location. You can see if the location contains “restored” or “Non-Salvage” contents.
Box count by type + total items not in a box
Page 2: A list of everything in this location.
A complete solution to organize your facility.