# Transfer Reasons

_Applications › Configurations › Warehouse Settings_

![Transfer Reasons](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/f1b3abca0a09b9c429ef97a3fd5ac4fd.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A84.65%2C%22y%22%3A4.86%2C%22w%22%3A7.31%2C%22h%22%3A4.55%2C%22label%22%3A%225%20%20New%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A5%2C%22x%22%3A88.3%2C%22y%22%3A7.13%7D%5D%7D)
*Transfer Reasons — Configurations › Warehouse Settings › Transfer Reasons*

![New](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/3244a45ea328e883da1209b0c47e67da.png)

## Overview

Transfer Reasons provides the Warehouse configuration view for reviewing and maintaining the available transfer-reason records. Warehouse and inventory users use this view when they need to locate an existing reason, begin adding a new entry, work with attached files, or export the displayed list. The screen includes a dedicated service-type view for working with the records shown in that stage.

## Workflow

1. Open **Configurations**, then go to **Warehouse Settings** > **Transfer Reasons**.

   ![Transfer Reasons](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/2a467e8ed3955c9e57649931dbfab7cf.png#atloria-annotations=%7B%22annotations%22%3A%5B%7B%22type%22%3A%22box%22%2C%22x%22%3A84.65%2C%22y%22%3A4.86%2C%22w%22%3A7.31%2C%22h%22%3A4.55%2C%22label%22%3A%225%20%20New%22%7D%2C%7B%22type%22%3A%22marker%22%2C%22n%22%3A5%2C%22x%22%3A88.3%2C%22y%22%3A7.13%7D%5D%7D)
*Transfer Reasons — Configurations › Warehouse Settings › Transfer Reasons*

![New](https://atloriaassets.blob.core.windows.net/assets/a438221c-c1af-407c-b9e6-a56c986db846/3244a45ea328e883da1209b0c47e67da.png)

2. Decide whether you need to work with the current list or narrow the displayed records.
   - To locate records by text, enter a value in **Search**.
   - Select **Apply filter** to apply the current filtering criteria.
   - If you decide not to continue with the current filter action, select **Cancel**.

   > **Note:** The screen does not provide a status field or lifecycle options for transfer-reason records. Use the available search and filter actions to control which records are displayed.

3. Decide whether an existing record is suitable or a new entry is required.
   - If the required transfer reason is not available in the displayed results, select **New** to begin a new transfer-reason entry.
   - Complete the information presented in the resulting screen or prompt.
   - Select **Ok** when it is presented as the confirmation action for the entry.

4. Decide whether supporting documentation is required.
   - Use **Attach** to add or manage files associated with the current work.
   - Review attached items through **files[]** where they are displayed.
   - Use **Tickets** when you need to access the Tickets action available from this view.

5. Decide whether the displayed list must be shared or retained outside the application.
   - Apply the required search or filter first.
   - Select **Export** to export the currently displayed Transfer Reasons information.

6. Use **icn-update** or **icn icn-settings** only when these screen actions are required by your working procedure. The supplied view does not identify additional options or settings opened by these controls.

## Service Types

The **service types** tab is the available stage view for Transfer Reasons. It displays transfer-reason entries in the service-type context and provides access to the same available list actions, including **Search**, **Apply filter**, **New**, **Attach**, **Tickets**, and **Export**.

Use this tab to locate and review the transfer-reason records relevant to the service-type view. No control in the supplied screen information identifies a movement of a record into or out of this tab, so treat it as a display and work area rather than a confirmed record-transition action.

## Examples

A Warehouse user needs to prepare a list of transfer reasons that may relate to a customer return.

1. Open **Configurations** > **Warehouse Settings** > **Transfer Reasons**.
2. Open the **service types** tab.
3. Enter `Customer return` in **Search**.
4. Select **Apply filter** to display records matching the search value.
5. Review the returned records. If the required record is not available, select **New** and complete the entry using the fields presented by the application.
6. If supporting documentation is required for the work, select **Attach** and add the appropriate file.
7. Select **Export** to produce an external copy of the filtered list for review or recordkeeping.

The result is an exported, filtered view of the Transfer Reasons records matching the selected search term.

## Tips

> **Tip:** Apply filters before selecting **Export** so that the exported output is limited to the records relevant to the current task.

> **Tip:** Use a specific search phrase in **Search** to reduce the number of records you need to review in the service-type view.

## Troubleshooting

| Symptom | Likely cause | Fix |
|---|---|---|
| No records are displayed after filtering. | The search value or applied filter does not match available records. | Revise the value in **Search** and select **Apply filter** again. If you do not want to continue with the filter action, select **Cancel**. |
| The required transfer reason cannot be found. | The reason may not be included in the currently displayed records. | Search for an alternative term, review the **service types** tab, or select **New** to begin creating a new entry. |
| The exported list does not contain the expected records. | The list was exported with the current search or filter criteria applied. | Review **Search** and the active filter criteria, then select **Apply filter** before selecting **Export** again. |

## Related pages

- [Service Types](doc:service-types)
- [Warehouse Product Types](doc:warehouse-product-types)
- [Configurations — Learning Path](doc:workflows-configurations)
- [Base Of Inspection](doc:base-of-inspection)
- [Inspection Document](doc:inspection-document)
- [Warehouses](doc:warehouses)
- [Configurations — Overview](doc:configurations-overview)
- [2 Factor Authentication](doc:2-factor-authentication-guide)
- [Account Managers](doc:account-managers-guide)
- [Branches](doc:branches)
- [Flags](doc:flags)
- [Frequent Currencies](doc:frequent-currencies)
- [Products](doc:products-guide)
- [Custom Fields](doc:custom-fields-guide)
- [Dashboard Settings](doc:dashboard-settings-guide)