--- title: "Manage intracompany transfers" slug: "manage-intracompany-transfers" updated: 2026-10-15T04:30:45Z published: 2026-10-15T04:30:45Z canonical: "help.servicetitan.com/manage-intracompany-transfers" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Manage intracompany transfers ## Overview You can request items from other tenants in your group using a real-time transfer workflow. This keeps inventory moving and reduces delays. --- ### #### Who uses this feature - Administrators and Warehouse Managers - Applies to all business types #### Feature configuration - This feature is currently in Early Access and available for specific accounts. It is subject to change. If you want to enable this feature for your account, [join the waitlist here](https://docs.google.com/forms/d/1buqwZYNO35vKF_kCXP2z0R1DyH5uoWpBzChUXzBtiS0/viewform?edit_requested=true). ## Manage intracompany transfers 1. In the navigation bar, click **Inventory**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-inventory-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A47Z&se=2026-11-01T20%3A50%3A47Z&sr=c&sp=r&sig=8V%2FGrQLraFcD3gescn1lBc0De4I1W0hVWqquUdTBdxw%3D), then click **Intracompany Transfers**. 2. On the *Intracompany Transfers* screen that opens, click the **Incoming Requests** tab.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-intracompany-transfers-image-y1a0pfcj.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A47Z&se=2026-11-01T20%3A50%3A47Z&sr=c&sp=r&sig=8V%2FGrQLraFcD3gescn1lBc0De4I1W0hVWqquUdTBdxw%3D) 3. Select the request you want to approve. 4. On the request record that opens, review the details and do one of the following: 1. Click **Approve** to approve the request. For more see [Approve the transfer request](/roofing/docs/manage-intracompany-transfers#approve-the-transfer-request). 2. Click **Reject** to reject the request. For more, see [Reject the transfer request](/roofing/docs/manage-intracompany-transfers#reject-the-transfer-request). 3. Click **More Actions**, then **Edit** to update the requested quantity. 4. Click **Comment**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-intracompany-transfers-image-kd7zxcmn.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A47Z&se=2026-11-01T20%3A50%3A47Z&sr=c&sp=r&sig=8V%2FGrQLraFcD3gescn1lBc0De4I1W0hVWqquUdTBdxw%3D)to open the *Comments* screen, add details, and click **Add Reply**. 5. Click **Download![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-intracompany-transfers-image-lfa0cbhi.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A47Z&se=2026-11-01T20%3A50%3A47Z&sr=c&sp=r&sig=8V%2FGrQLraFcD3gescn1lBc0De4I1W0hVWqquUdTBdxw%3D)**to download the request as an XLS or PDF file. ## Approve the transfer request 1. On the transfer request record, click **Approve**. The transfer request status is set to *Approved*. 2. Click **Mark as Picked**. The transfer request status is set to *Picked* and the picked quantity is updated accordingly. 3. When you actually transfer the item from one organization to another click **Mark as Shipped**.![A cursor clicking the Mark as Shipped button.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-intracompany-transfers-image-nj2wankc.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A47Z&se=2026-11-01T20%3A50%3A47Z&sr=c&sp=r&sig=8V%2FGrQLraFcD3gescn1lBc0De4I1W0hVWqquUdTBdxw%3D) The transaction status is set to *Shipped* and transfer automatically creates inventory adjustments with a *Pending* export status. When the item actually lands at your location, you can receive it. For more, see [Receive a transfer request](/roofing/docs/manage-intracompany-transfers#receive-a-transfer-request). ## Reject the transfer request 1. On the transfer request record, click **Reject Request**.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-intracompany-transfers-image-pzxfp8wk.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A47Z&se=2026-11-01T20%3A50%3A47Z&sr=c&sp=r&sig=8V%2FGrQLraFcD3gescn1lBc0De4I1W0hVWqquUdTBdxw%3D)The *Reject request* pop-up opens. 2. From the **Reason for Rejecting** dropdown, select the reason for rejection. 3. In the *Comments* field, enter additional information related to the rejection.![Image showing the Reject request screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-intracompany-transfers-image-0lb4v10y.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A47Z&se=2026-11-01T20%3A50%3A47Z&sr=c&sp=r&sig=8V%2FGrQLraFcD3gescn1lBc0De4I1W0hVWqquUdTBdxw%3D) 4. When finished, click **Reject**. The transfer request status is set to *Rejected*.![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-intracompany-transfers-image-62au4d9e.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A47Z&se=2026-11-01T20%3A50%3A47Z&sr=c&sp=r&sig=8V%2FGrQLraFcD3gescn1lBc0De4I1W0hVWqquUdTBdxw%3D) ## Receive a transfer request 1. In the navigation bar, click **Inventory**![](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/icon-gnav-inventory-inactive.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A47Z&se=2026-11-01T20%3A50%3A47Z&sr=c&sp=r&sig=8V%2FGrQLraFcD3gescn1lBc0De4I1W0hVWqquUdTBdxw%3D), then click **Intracompany Transfers**. 2. On the *Intracompany Transfers* screen that opens, click **My Request**, then click **Shipped**. 3. Open the transfer request you want to receive. 4. On the transfer request record that opens, click **Mark as Received**.![A cursor clicking Mark as Received on the transfer record screen.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/manage-intracompany-transfers-image-cuipz56m.png?sv=2026-02-06&spr=https&st=2026-11-01T19%3A50%3A47Z&se=2026-11-01T20%3A50%3A47Z&sr=c&sp=r&sig=8V%2FGrQLraFcD3gescn1lBc0De4I1W0hVWqquUdTBdxw%3D) The transfer request status is set to **Received**. ## Want to learn more? - See [Inventory module](/roofing/docs/inventory-module-home) - See [Set up and create intracompany transfers](/roofing/docs/set-up-and-create-intracompany-transfers)