Transfer Orders are used for transferring inventory from one location to another.
Navigate to "Purchasing":
Click on the Purchasing section. (located on the left of the screen)
Go to "Transfer Order":
Click on Transfer Order.
Create a New Transfer Order:
Click Create (top-right corner).
Enter Order Details:
Fill in the detail's fields.
- Source Location: Where the products getting transferred from.
- Destination Location: Where the products will be transferred to.
- Reference Number: A reference of the order transfer (you can use date: 10/12/2024).
- Remark (optional): Notes on the transfer.
Enter the Items:
Search for the product that is going to be transferred.
Enter the quantity.
Enter unit of measure (change the unit of measure if the product is configured
to different units).
Submit the Order:
Click Submit.
OR
Add Multiple Items:
Click Add Multiple Items.
Select the products you want to transfer then click on Add Products .
Enter Quantity:
Specify the quantity for each item and select the unit of measure (change the unit of measure if the product is configured to different units).
Submit the Order:
Click Submit.
Once the order is transferred, the receiving location needs to accept it from the back office.
Receiving Products
After the products arrive, the receiving location should:
Go to the transfer order section.
Look for the generated order for their location using the reference number (For this example the reference number is 1234).
Verify and Receive
Click on the pencil icon to edit the order.
Check the quantity of products.
Click on the "Receive" button in the top right corner to complete the process.
