Transfer Orders

Transfer Orders are used to track in-transit Items as they move from one location to another. There are five objects. The Transfer Order, Transfer Order Line, Shipped Transfer Line, Received Transfer Line and Staging Order Line.

1. The Transfer Order header consists of a “From Location”, “To Location” and a “Transit Location”. The Transit Location’s checkbox “Is Transit” must be checked.

2. Create a Transfer Order Line.

3. Print the Picking List.

4. Stage Items. If the transfer of the Item requires a Staging Location create one using the “Stage Items” button and “Transfer Lines for Staging” screen. For example a loading dock or even a truck can be a staging location. Note Staging is not a required step.

5. Ship Items. Use the “Ship Items” button to open the “Transfer Lines for Shipping” screen. Note a “Transit Lot” can be created here if needed.

Transfer Lines for Shipping 1

Transfer Lines for Shipping 2

6. Print Pack Slip.

7. Receive Items. Use the “Receive Items” button to open the “Transfer Lines for Receiving” screen. Note the receiving “To Lot” can be created here if needed.

Transfer Lines for Receiving 1

Transfer Lines for Receiving 2

8. Print Received Lines.

9. A completed Transfer Order example.