Transfer items to a reservation

In Trail, it is possible to transfer items directly from one reservation to another without separately reading them out and returning them. This feature speeds up the workflow when items needs to be transferred directly from one reservation to the next — without returning the items in between to its storage location or other location.

The transfer can be performed by users who have editor rights to reservations.

Note! Transferring items is an additional setting and is not automatically enabled in all organizations. If the feature is not enabled in your organization’s Trail environment and you would like to activate it, please contact: support@trail.fi

How to Transfer Items from One Reservation to Another

  1. Open the reservation from which you want to transfer one or more items.
  2. Select the items using the checkboxes.
  3. Click “Transfer to reservation”

  1. Search for the reservation to which you want to transfer the items.
  2. Select “Add”.

What Happens After the Transfer?

  1. The selected items are marked as returned in the original reservation if they were previously marked as read out.
  2. The items are automatically added to the new reservation and are automatically shown in status “out.”