Transferring Records in Gimmal Physical

Understanding Transfers in Gimmal Physical:
The process of relocating records within Gimmal Physical—whether it's checking them in/out or transferring them between individuals—is termed a Transfer.

Methods of Execution:
You can execute transfers through:

The application interface (covered in this tech tip)
Barcode scanners (refer to our online documentation for details)

Getting Started with Transfers:
Before diving into the transfer process, it's essential to familiarize yourself with relevant settings and information.

Navigate to the “Boxes” tab and click on "Transfer" to proceed.
To check out a box, you'll need to populate the Transfer Destination text box with the unique ID (barcode) of the intended location. Here are your options:

Use the default value set in Preferences
Manually enter the ID
Select from Recent Transfer Destinations located at the bottom
Utilize the universal location control to search and choose the desired location

Selecting Destination:

When you select a location from the list, the Destination text box will auto-populate with the unique ID of your chosen location, e.g., Craig Carpenter.

Exploring Alternatives:

Alternatively, you can opt for a different location using the universal location control, like selecting Tim Butler.
Once selected, the unique ID (barcode) of Tim Butler will appear in the destination text box.

For technical support or questions, please contact support@gimmal.com.

First published March, 2024