Creating a Transfer Order Header

  1. Open the Transfer Orders form.
  2. Select Actions > New.
  3. Specify this information:
    Transfer
    Specify a unique identifier composed of numbers, characters, or a combination. You can set the global prefix, Transfer Prefix, in the Transfer Order Parameters form. This prefix starts all generated transfer numbers with the same prefix followed by a system-generated number.
    Status
    Select a status for the order:
    • Ordered
    • Transit
    • Complete
    From Site
    Select the site from which to transfer the inventory.
    To Site
    Select the site to receive the inventory.
    From Warehouse
    Select the warehouse from which to transfer the inventory.
    To Warehouse
    Select the warehouse to receive the inventory.
    # Packages
    Specify the number of packages associated with this transfer. This field can be used to record the number shipped and then to validate the number received.
    Total Weight
    Specify the weight of this transfer. This information is helpful to verify against the bill that is supplied by the shipping vendor.
    Ship Via
    Select the code that tells the shipper how you would like this transfer order shipped.
  4. Save the record.
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