Transfer Resources (Upload Tab)

You can transfer:

• Groups of resource items to any other school in your district. This feature lets you send resources to schools that need them from schools that have a surplus.
• Unbarcoded resources, such as digital resources or consumables, by item count. If any of the items have redemption codes, these codes are transferred with the items. You cannot transfer digital resources that have unlimited items. The receiving site accepts the transfer of digital resources.

Transfer Resources to Another School

1. Select Catalog > Transfer Resources > Upload sub-tab.
2. Use the To drop-down to select the school you are transferring resources to.

   Note: If you are logged in as a district resource manager, use the From drop-down to select the site to transfer the resources from.

3. Use the Transfer drop-down to select how to identify resources for transfer, based on the following table:

   If you want to identify resources…	Then…
   by Barcode	To upload a barcode list you already created, click Browse to find and select a file of barcode numbers. To create a list, place your cursor in the Create a barcode list field, scan or type the barcodes, and then click Add.
   from List	If you have more than one Resource List, select the one with the resources you are transferring. To review the contents of the list, click View List.
   by Item Category	If you have more than one item category, select the one with the resources you are transferring. Note: This option is not available for district resource managers, unless they are logged in to a specific site.
   by Item Count	To transfer a resource by item count, search for and select the resource, identify the number of items to send, and then click Select.

   Note: Destiny does not transfer resources with a status of Checked Out, Lost, Stolen, Returned to Vendor, In Use or Out for Repairs.

4. Add an Order #.
5. Select the Create a packing list checkbox to create a packing list that includes the names and barcode numbers of the items you are transferring, as well as signature, dates and printed name lines for the person receiving the transfer.
6. Click Transfer.
7. To view a Job Summary in Job Manager, click Refresh List to update the status, and then click View.

   Note: For a site-to-site transfer, Destiny sets the Home Location to Undefined and retains the Custodian. If the Department is available in the school receiving the item, Destiny retains it.

Transfer an Unbarcoded Item

When responding to a transfer request, you might have to transfer unbarcoded resource items. See Transfer Resources (Request tab).

1. Select Catalog > Transfer Resources > Upload sub-tab.
2. From the To drop-down, select where you are transferring the resources.
3. From the Transfer drop-down, select by Item Count.
4. From the Find drop-down, select the type of resource you want to transfer.
5. Use the by drop-down to select how you want to limit your search.
6. Type your search term in the field, and then click Go.

   Note: Search results only include resources that have unbarcoded items.

7. In the # to Transfer field, type the quantity of items you want to transfer, and then click Select.
8. Add any additional resources to the transfer.

   Note:  You can add barcoded items by selecting by Barcode from the Transfer drop-down and scanning the barcodes.

9. Click Transfer. The items are transferred to the new site in Resource Manager.

For this process to be complete, the site you transferred the resource to needs to accept the transfer. See Transfer Resources (Track tab).