Creating a Transfer Order Header
- Open the Transfer Orders form.
- Select Actions > New.
-
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.
- Save the record.
Parent topic: Inventory Overviews & Procedures
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