Act on a transfer
When to use this: to move a transfer forward. Each row in Needs your action shows the single next step as its primary button; a ⋮ menu holds the rest.
The primary action button
The button is chosen from the transfer’s status and your access:
| Button | Appears when | What it does |
|---|---|---|
| Dispatch | pending Request you can send from the source | Opens the transfer to dispatch quantities |
| Rider confirm | in transit you have source access to | Opens it for the rider to confirm dispatched quantities |
| Complete | in progress you can receive at the destination | Opens it to complete receiving |
| Review | flagged for attention (a mismatch) while open or partial | Opens it to review and reconcile the mismatch |
| View | anything else (e.g. no access, or a closed transfer) | Opens the transfer read-only |
Each button opens the transfer’s detail page, where you complete the step.
The ⋮ overflow menu
Every row has a ⋮ menu with:
- View details — always available.
- Cancel transfer — only on a
pendingtransfer; opens a confirmation dialog before anything is cancelled.
You’re done when
You’re on the transfer’s detail page for the step you chose, or (for Cancel) the confirmation dialog is open.
Good to know
- The action is access- and hub-aware: if you don’t have access to the relevant warehouse, or a cross-hub transfer needs a connected hub, the button falls back to View and its tooltip explains why.
- The section a transfer sits in is decided by status, not by whether you can act on it — so an open transfer you can’t action still appears under Needs your action with a View button. See How the two sections work.