Transfer Order Process (TR Order Type)

This is a 3-step process for transferring inventory between warehouses using a Transfer Order (TR).

1. Create the Transfer Order
2. Picking and Shipping from the originating warehouse
3. Receiving at the destination warehouse

Step 1 - Create Transfer Order

1. From the Sales Orders workspace, select the ‘New Sales Order’ tile or the ‘+NEW’ button.

2. Complete the required fields:
   1. Order Type = TR
   2. Order date = Today’s date
   3. Requested On = Desired delivery date at the destination warehouse.
   4. Destination Warehouse = Warehouse to receiving the inventory.
   5. In the Document Details tab, add the items to be transferred.

1. 1. 1. In the detail lines, set the Warehouse column to the originating warehouse.

3. Once the transfer order is ready to send to the warehouse for fulfillment, click CREATE SHIPMENT at the top of the sales order screen.

Step 2 – Pick and Ship Transfer Order

1.  The originating warehouse processes the shipment using their standard procedures, including printing any necessary documentation. 
2. Although the Shipment Type is Transfer, the Shipping tab will reflect the address of the destination warehouse.
3. Process the shipment as usual, then click Confirm Shipment when complete.

4. Select UPDATE IN to relieve the inventory from the originating warehouse.

⚠️ Note: This step can be automated but must be completed before the destination warehouse can receive the inventory.

Step 3 – Receive Transfer at Destination Warehouse

1. From the Purchases workspace, select ‘New Purchase Receipt’.

2. Set the Type field to Transfer Receipt.

3. Select the Warehouse as the Destination warehouse.
4. Click ADD TRANSFER above the details grid and select the relevant transfer.

⚠️ If the transfer does not appear, ensure the Update IN step was completed during shipping. 

5. Check the box next to the transfer and click ADD & CLOSE.

6. In the Receipt Qty column, verify or adjust the received quantities as needed.

⚠️ NOTE: Any unreceived quantities will remain pending and must be received later. They will not be returned to the originating warehouse.

7. Click RELEASE to finalize the Transfer Receipt and update inventory in the destination warehouse.

Goods in Transit Report

The Goods in Transit report, available on the Inventory Workspace, displays inventory quantities that have been shipped from the originating warehouse but not yet received at the destination warehouse.