Field Service starter

Parts transfer note

Send stock between a warehouse, van or site with a note: items, quantities, tracking and a signed hand-over.

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2 pages, as Docable made them from sample records with the HelioGrid sample brand. The company, people and figures are made up.

  1. Page 1 of the parts transfer note starter, made with the HelioGrid sample brand.
    Page 1
  2. Page 2 of the parts transfer note.
    Page 2

A parts transfer note on a Shipment: the transfer number as a barcode, status, dates, carrier and tracking, the from and to locations and addresses, the items with code and quantity and columns to tick as received and checked, the line and quantity totals, the product transfers with sent and received quantities (short deliveries highlighted), tick boxes for discrepancies, and dispatch and receipt sign-off.

Needs Field Service inventory in the org.

Start from it.

New template › Start from a quick start › Parts transfer note. The draft opens with the fields in place.

Signed on site.

Previewed, signed and submitted in the Field Service app, even offline.

PDFWord

PDF and Word.

One template makes both.

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