Create a Transfer Order

Prerequisites

Use this procedure if any of the following are true:

• The shipping and receiving warehouses are in different physical locations

• Business processes require separate sign-off on shipping and on receiving inventory between warehouses

Otherwise, transfer inventory between warehouses (like from a loading dock onto a truck) in one step

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

Next

• Ship the inventory to the destination warehouse