Managing Equipment Transfers Between Branches
Purpose
Transfers move equipment between branch locations.
Coordinator Responsibilities
Requesting Branch
- Initiates transfer
- Schedules hauling
Sending Branch
- Creates Pre-Shipper
- Prepares equipment
- Coordinates pickup
Transfer Workflow
- Create Transfer Pre-Shipper
- Set Transfer Purpose
- Define Destination Branch
- Save and Print
- Convert to Shipper
Critical Rule
Equipment must not physically move before transfer documentation is created.