Name
OPS301 - Smarter Branch Transfers: Leveraging Agility for Seamless Flow
Date & Time
Wednesday, September 16, 2026, 1:30 PM - 2:15 PM
Description

This course covers essential practices for managing branch transfers in Agility, including setup parameters and execution workflows. Participants will learn how to configure both standard and direct branch transfers, utilize the ship-to-customer feature set, and handle scenarios where inventory is not received until invoicing is complete. The session emphasizes system settings that support accurate processing and reporting, helping users streamline operations and maintain inventory integrity across branches.

Location Name
207 - CHI Health Center
Session Type
Class