Transfer Order Details

The Transfer Order details page, accessible from Stock -> Transfer Orders when opening the details of a shipment between warehouses, shows all information about the shipment.

The Transfer Order details page allows

  • seeing and editing a shipment,
  • reporting picking of items for shipping,
  • printing Waybills and Picking lists,
  • reporting receipt of items at another warehouse,
  • recording transfer costs.

Jump to:

  1. What do Transfer Order statuses show?
  2. How to make a transfer between sites?
  3. How to prepare a transfer and print documents (Waybill, Picking list)?
  4. How to dispatch the items from one site?
  5. How to receive the items at another site?
  6. How to add transportation fees and other costs?
  7. How to import a Transfer Order?
  8. How to save a stock lot number during the transfer?

Transfer Order statuses

  1. A new unshipped Transfer Order is in status New if the items are not available for shipment.
  2. When all items become available, the status changes to Ready for shipment.
  3. When all items are marked picked, that status changes to Shipped.
  4. When all items are received, the status must be changed to Received.

Transferring items between sites

A transfer of items takes place in three stages: planning, dispatch, and receipt.

For initiating the transfer and creating transfer documents (Waybill, Picking list):

  1. Go to Stock -> Transfer Orders.
  2. Click Create to add a new transfer order.
  3. Fill the details and choose the products to transfer.
  4. Save.
  5. Print the Waybill and Picking list by clicking the respective buttons.

For dispatching the items to another warehouse:

  1. Open the Transfer Order at Stock -> Transfer Orders.
  2. Report picking of the items from stock:
    a) one-by-one, by clicking the Pick button on each line.
    b) all at once, by clicking the Pick all items button. 
  3. If the item has serial numbers, a new page for selecting shipped serial numbers will open. 
    - Select the serial numbers, and Save.

For receiving the items at another warehouse:

  1. Open the Transfer Order and update it's status to Received
  2. Or change the individual stock lots' statuses at Stock -> Stock lots as Received.

Additional fees, transfer costs:

  • Transport and any other costs can be added to field Additional fees.
  • The fees are proportionally divided between ordered items based on the total cost of each target lot. (Additional fee per item = Item cost / TO cost * Additional fees)

Import from CSV

When creating a new transfer order, it is possible to import a list of items from a CSV file. The file must be no longer than 100 lines and can contain the following columns:

  • Part number - the part number of the stock item that is transferred. This column is required.
  • Quantity - the total quantity of the item.
  • Stock lot – optional; if the item must be booked from a particular lot, provide the stock lot number.
  • Storage location – optional; if the item must be booked from a particular lot and location, provide the storage location name.

Other TO information should be added manually before the import.

If the site of origin is selected before importing the file, and no Stock lot column is selected, the software will book imported items by FIFO. If a stock lot does not cover the required quantity, the available quantity is booked, and a new line is added for the next lot. This is done until the whole required quantity is booked.

Saving/Tracking Stock Lot Number 

Because of the technical reason, it is not possible to keep the usual stock lot number after transfer. If you need to keep a lot number the same after transfer to new stock, use the following workflow:

  • Create an additional custom field for your stock lots. Make that custom field Persistent. Custom fields for Stock Lots can be Persistent, or not. It means that custom field values will be transferred to a new stock lot, that is created automatically as a result of a transfer order or rejection during an inspection.
    Read more here.
  • Enter the number of the lot manually there. This number will be saved when the system will create a new lot after transfer.
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