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How to Create a Transfer Order

A Transfer Order is a request from warehouse to send inventory items to another branch or warehouse.

Once you have all your inventory items and warehouse information ready, you can start making a Transfer Order transaction.

  1. Click on Inventory from the sidebar.
  2. Open Transfer Orders page.
  3. Select the New Transfer Order button.
  4. Select the Warehouse you want to request from, then choose which branch or warehouse is requesting this TO in the Destination field.
  5. Choose the items to you want to request.

While in Draft Status, Click “Submit for Review” in order to finalize the TO and approve the Transfer of the items.

After Submitting the TO for review it will become Pending:

  1. Review the items quantities and cost and adjust according to your request. Click on any item you want to edit.
  2. Click Send Items to create a Transaction from the Transfer Order and send items from the Warehouse to the destination.
  3. Or choose Close to close the TO without sending the items.

Note: You can also delete the PO by clicking on the Delete Permanently button.

Once the Transfer Order is submitted sent, you can receive it in the destination branch or warehouse.

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