Creating Transfer Orders

Description

Transferring stock from one Location Bin to another Location Bin is a common workflow for Multi-Location business.

Detail Steps

1. Select the Item Register.

2. From the Shortcut sidebar click New Transfer.

3. The Transfer form requires from and to locations. Select to and from Locations.

4. Select Item/s to be transferred and Quantities. Then select Record Transfer.

Transfer Advice will display.

Related Information

For internal Transfers, the From: and To: locations are the same.
By setting up Default Putaway Bins the TO BIN will automatically be updated if the item has been assigned to a Bin location. 
Create a Transfer shipping method for internal stock movement.

Transfers promote good stock movement practice and assist with stock being accurately assigned to Locations and Bins.

The Transfer form behaves in a similar manner to the sales form; however no price information is displayed. As for sales, items can be selected from the “Locate Stock” popup form by pressing {CTRL} Enter in the ITEM NUMBER grid cell.

Once a Transfer is recorded the transfer order lines and general details can be updated, removed, or added in a similar method to sales order lines by right clicking over the transfer grid rows.