How do I transfer textbook inventory from one location to another?

In order to move books from one location to another, you would complete an "Active" to "Active transfer. 

District Coordinators can use this process to move books from one school to another or to move books to/from the district office to a school.

School Coordinator can use this process to move books from their school to the district office. School coordinators cannot generally transfer books from their school to another school due to permissions but this ability may vary based on your setup.

The steps to complete an "Active" to "Active transfer is as follows:

Step 1

Click on the menu and select "Inventory" > "Titles"

Step 2

Using the left filtering options, search for the textbook

Step 3

Click on the title of the book you which to transfer some quantity to surplus

Step 4

Click on the "+ Action" button

Step 5

Select "Active Transfer" and click "Next"

Step 6

Select the location that you wish to transfer the books to and click "Next"

Step 7

Select any additional titles that you would like to transfer to this location

Step 8

Select the quantity that you want to move. Please note that this page shows many textbooks are currently available (active) to transfer. You cannot transfer more than you currently have available. 

The green arrow shows that you are trying to transfer more than the 3 books currently in active.

The purple arrows show that you are transferring 6 of the available 12 books to surplus.

Step 9

Once you have completed the quantities, click the "Next" button to advance

Step 10

Review the information on the summary page and once ready, click the "Submit" button

Step 11

You will see a confirmation page that shows you the transfer was successful. At this point, your inventory counts should be updated and you can click "Done" to return to the main page.

If you need additional assistance, please refer to How do I get additional support?