Adding devices to a stock transfer

11.4 Adding devices to a stock transfer

Once you have created a stock transfer, you can add devices to transfer.

You must select available devices; that is, devices that have been added to the system, but are not currently issued or already assigned to another stock transfer. To help you identify these devices, you can use the Available Device Stock report.

Important: When you create a stock transfer, you specify the source location of the devices, the stock code for the devices, and the quantity of the devices. MyID does not verify the source, type, or quantity of devices; you must take care when adding devices. In addition, you cannot see a list of the devices currently allocated to a stock transfer; for help in identifying the contents of a stock transfer, see section 11.6, Checking the contents of a stock transfer.

11.4.1 Adding a batch of devices to a stock transfer

You can add a batch of devices to a stock transfer in a single operation.

To add a batch of devices to a stock transfer:

Search for the devices you want to transfer.

You are recommended to use the Available Device Stock report:
1. Select the Reports category.
2. From the Reports drop-down list, select Available Device Stock.
3. Complete the search criteria.
  
  For example, if you have created a stock transfer for 10 devices from your Warehouse to your Headquarters location, with a stock code of USB, specify a Location of Headquarters and a Stock Code of USB.
4. Click Search.
The devices are listed.
Select the devices you want to transfer.

Use the check boxes to the left of the records to select the devices.

For example, you may want to select 10 devices for the stock transfer.

The text at the top of the list tells you how many devices you have selected.
From the Tools menu, select Transfer.

The Transfer Device screen appears.
From the Stock Transfer Name drop-down list, select the stock transfer to which you want to allocate these devices.

Important: Check that you have selected the correct stock transfer. The name of the stock transfer tells you the source and destination locations, the quantity required, and the stock code of the devices to be transferred.
Click Save.

A confirmation screen appears.

Click Yes.

The Batch processing screen appears, showing the progress as the devices are allocated to the stock transfer.

Do not close the MyID Operator Client window while the batch processing is in progress.

The table shows the status of each device:

	The device was allocated to the stock transfer successfully.
	The device could not be allocated to the stock transfer. The Message column displays the reason for the failure; for example, you may have attempted to transfer a device that was issued, or was allocated to a different stock transfer.

Click Close.

11.4.2 Adding a single device to a stock transfer

You can add a single device to a stock transfer from the View Device screen; for example, you may have erased a card that was previously issued to a person, and now want to send it back to a central location to be reused.

To add a single device to a stock transfer:

Search for the device you want to add.

See section 5.25, Viewing imported devices.
Click a record to display the details of the device.

The View Device screen appears.
Click Transfer in the button bar at the bottom of the screen.

You may have to click the ... option to see any additional available actions.

Note: If the device is already allocated to a stock transfer, or is currently issued, the Transfer option does not appear.
The Transfer Device screen appears.
From the Stock Transfer Name drop-down list, select the stock transfer to which you want to allocate this device.

Important: Check that you have selected the correct stock transfer. The name of the stock transfer tells you the source and destination locations, the quantity required, and the stock code of the devices to be transferred.
Click Save.