To access the Transfer Orders document list, go to Warehouse > Warehouse Documents > Transfer Orders.

This functionality is available if the Order Management option is selected on the Administration > Settings > General Settings form.

Generally, a Transfer Order records the request for moving inventory items from one base unit to another.

The Transfer Orders list

The list of Transfer Orders includes all the Transfer Orders available in the system. In the list, each document is shown with the document number, date, status, and information about the source and destination warehouses between which the goods are to be transferred.

If you don't see a specific document, rearrange the list by date or document number. You can change the list display settings to suit your particular needs. To learn more about the list display settings, see Working with the item list. You can add documents to the list by importing the data from an Excel file.

The document may have one of the following statuses:

• Draft: This status indicates that the document has been created, can be further changed before posted.
• Waiting for Approval: This status is available if approval of transfer orders is configured. Document with this status has been posted and should be reviewed by an employee authorized to approve documents of this type.
• Waiting for Processing: Document with this status has been posted and approved if approval is configured.
• Partially Shipped: This status indicates that for this document some of the goods have been shipped or transferred.
• Shipped: All items requested in this document have been shipped or transferred.
• Denied/Canceled: This status indicates that the document either was not approved or was cancelled by any reason.
• Closed: The document has been closed.

Note. In a column with the icon as heading, you can view which of Transfer Orders have statuses being changed only manually (indicated by icon); for these documents, the Do Not Change Status Automatically option is selected. For more information on statuses, refer to Transfer Order Statuses.

You can create a Transfer Order based on the following documents:

• Customer Order: To request transfer of the inventory items to another warehouse (or another base unit) where the items can be shipped or issued to the customer according to the customer order.
• Goods Receipt Note: To request transfer of the inventory items received according to the Goods Receipt Notes to another warehouse (or another base unit).
• Invoice Received: To request transfer of the received inventory items to another warehouse (or another base unit).
• Inventory Transfer: To request transfer of the earlier transferred inventory items to another warehouse (or another base unit).
• Production Order: To request transfer of the manufactured finished goods from a manufacturing unit to another base unit (warehouse).
• Requisition: To request transfer of the inventory items from the specified warehouse to the requester.

A Transfer Order can be used as a basis for the following documents:

• Invoice Received: To purchase the goods listed in the Transfer Order but not available in the source warehouse.
• Inventory Transfer: To record the inventory items actually moved to another base unit of the entity.
• Transfer Order Adjustment: To make corrections a selected Transfer Order.
• Transfer Order Adjustment (Order Closing): To close a selected open Transfer Order. The status of the Transfer Order will change to Closed after a special background service runs and updates the statuses of Transfer Orders. Also, you can run this service manually. 

The toolbar buttons

To manually create a new document of the Transfer Order type, click the Create button on the toolbar.

To create a document based on a selected transfer order, click the Generate button, and select the required document type. The data from the transfer order will be automatically copied to the new document.

To edit an existing document, double-click the line with the document in the Transfer Orders list. You can also select the line, right-click it, and select Edit or click More actions > Edit on the toolbar.

If you need to print the selected document, send it by email, or perform other operations, refer to List Toolbar.

See also