User Manual

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?

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 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 / PO cost * Additional fees)