Transfer orders enable you to move your stock between your facilities.

The prices in a Transfer Order are picked from the default cost price (purchasing module). If the SKU has no price in the default cost price list, then the Transfer Order will have no price for the SKUs.

Creating a Transfer Order

  • Main Menu -> Inventory -> Transfers -> New Transfer Order.

  • Select the source and destination facilities.

  • Select the SKUs and their respective quantities.

  • Click on 'Transfer'

Processing a Transfer Order

Allocating inventory and shipping a Transfer Order works in the same manner as processing a sale order. You can also split your transfer orders.

  • Main Menu -> Inventory -> Transfers -> Select transfer Order.

  • Click on 'Start Transfer' to initiate the transfer.

  • Fulfillment is created and inventory is allocated.

  • Create a picklist and pick items.

  • Pack the items.

  • Assign a shipper and mark the shipment as 'Shipped'. The shipment can also be directly be marked as shipped, without selecting the shipper.

  • Once the shipment is received at the destination facility, you can start the process of receiving the items.

  • Main Menu -> Inventory -> Transfer Orders -> Select Transfer Order -> Fulfillment -> Start receving.

  • Select the quantity being received, mark any damaged or lost items, if applicable.

  • If the entire quantity is received together, you can close the transfer order once the receiving process is completed.

  • If receiving in parts, you can select 'Receive the inventory' and further receipts can be made on the transfer order.

  • Items can be received partially only if there are multiple shipments for the transfer order. The fulfillment needs to be split to have multiple shipments.

  • A printable receipt is created for the received items. A receipt can be sent via email, using the actions under 'Transfer receipts'.

  • A transfer order can have multiple receipts associated with it.

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