Transfer warehouse inventory onto a truck

Prerequisites

Use this procedure if the following are true:

• The truck is physically at the warehouse
• No requirement to track physical shipments
• No requirement to receive inventory as a separate step

Otherwise, create a transfer order to move inventory between two physical locations

Procedure

1. Navigate to Orders → New Transfer Order
2. Select the Transfer From and Transfer To warehouses
3. Click Assign Order Number to open a new transfer order for editing
4. Scroll down to the New Order Item input box to enter new part line items
5. Click Add Order Item to save the line item, repeat for remaining line items
6. Click Ship & Receive to immediately transfer the inventory between warehouses

Notes

• See the linked articles to ship and receive inventory as separate steps