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          Receive Products from Transfer Requests

          Receive Products from Transfer Requests

          After a fellow rep accepts your product transfer request, you receive the inventory from them and close the transfer request.

          Required Editions

          Available in: Lightning Experience

          Available in: Enterprise and Unlimited editions with Health Cloud or Life Sciences Cloud

          User Permissions Needed
          To mark Transfer Requests as Received

          “Edit” on Product Transfers

          “Edit” on Product Requests

          “Edit” on Product Items

          “Edit” on Serialized Products

          “Read” on Products

          Run Flows

          Manage Users

          The status of the transfer request must be Accepted before you can mark it as received.

          1. On the Intelligent Sales mobile app, go to Sent Requests.
          2. Tap the options icon for the request you want to close and tap Mark as Received.
          3. On the next page, enter the quantity received, and add or scan the barcodes of the products received. You can scan barcodes by tapping the barcode scanner icon next to serial numbers section header.
            Note
            Note The quantity received must match the number of serial numbers.
          4. Tap Done.
           
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          Salesforce Help | Article