Shipments Outbound - Transfer from Inventory
The Transfer from Inventory feature provides a fast and structured way to move diamonds from your available inventory to recipients. This process eliminates the need for manual CSV exports and imports by allowing you to handle transfers directly within the platform.
Key Benefits:
Faster process
Bulk and individual diamond transfer support
Enhanced user experience
Frequently Asked Questions
Can I transfer multiple diamonds at once?
Yes, the Transfer from Inventory feature supports both single and bulk transfers. You can select multiple diamonds within your inventory and transfer them to a recipient in one action, streamlining the process for larger transfers.
Can I transfer diamonds to multiple recipients at once?
No. Each transfer action is limited to a single recipient. If you need to transfer diamonds to multiple recipients, you will need to perform separate transfer actions for each one.
Are there any limits on the number of diamonds I can transfer at once?
Yes, the maximum number of diamonds that can be transferred in a single transfer is 1,000.
Can all diamonds be transferred?
Some diamonds may not be transferred due to their status or lack of data.
User Interface Elements:
Action Bar: appears when one or more diamonds are selected. It provides quick access to Transfer action.
Your Selection Panel: displays all the diamonds you’ve selected, making it easy to review and manage them before taking further action.
Details Panel: will allow you to enter all relevant transfer information, such as shipment name and, the recipient URL.
Results: will show if the transfer is successfully completed.
How it Works
Select diamonds
As a producer, from your rough inventory, or as a manufacturer or a retailer, from your polished or graded inventory list, select the diamonds you want to transfer by selecting their checkbox.
If you only want to transfer a single diamond then you can also use the row level action menu.
You can use filters or search to refine the list of diamonds.
Selection page with issues
If there are any issues to resolve before you can transfer the diamond(s), the process begins on the selection page. A side panel (drawer) will open with the selected diamonds grouped into one of three areas:
Diamonds which are eligible for transfer
Diamonds which are not eligible for transfer, but have actions that can be taken to resolve the issues inline
Diamonds which are not eligible for transfer at all
Resolve issues inline
Diamonds which are eligible for transfer after resolving issues can be corrected by following the flows without leaving the main transfer screens. Once those flows have been completed the diamonds will move into the "Eligible for transfer now" section.
Diamonds in a group can be inspected by selecting the arrow to the right of the group. This action will open a further drawer showing the details of the diamonds in the group. Clicking the X in the top left corner, pressing escape, clicking Done in the bottom right of the drawer, or clicking outside the drawer will return you to the Selection screen.
Enter shipment details
Once the diamonds you want to transfer are all in the Eligible for transfer group, click Continue. On the Details page you can enter a name for the shipment, and the API URL of the recipient you’re sending the diamonds to. Each shipment name must be unique between you and the recipient.
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