How to create Transfer Order?
Transfer Orders allow you to transfer Items from one site to other. An inventory can either be transferred in or transferred out.
A Transfer order can be created from Accounts module or Warehouse.
Account Module: Select File g New g Transfer Orders which displays two options— Transfer In and Transfer Out.
Warehouse Module: Click the dropdown list of the Transfer Orders icon to display the two options—Transfer In and Transfer Out.
Transfer Order Options
Transfer In
Clicking on the Transfer In option , system displays the Transfer Order information dialog where in the To Site is the Current site and you will be able to create a Transfer Order from a different site to the Current Site.
Figure 1.0: Transfer In
Transfer Out
Clicking on the Transfer Out option, system will display the Transfer Order information dialog where in the From Site is be the Current site and you will be able to create a Transfer Order from the Current Site to a different site.
Figure 2.0: Transfer Out
Field information
Field | Description |
Order Number | Unique Identification Number of the Transfer Order |
Description | To provide the description of the Transfer order. |
From Site | This is the site from where you are transferring items. |
To Site | This is the site to which the items are transferred |
Managed by | If the Managed By site is selected , then the warehouse schedules for the transfer order will be created in the Managed By site ( Schedules will not be created in the From Site and in the To Site ( for Return orders)). The 'Managed By' site name will be displayed in the 'Information' tab in Transfer order window and in the 'Transfer info' tab in Transfer detail view window. |
Return Order | Check this box to create a return order. |
Auto Ship/ Receive | Select this option to receive the items that are T-Reserved. |
Ship Date | System displays the current system date and Time is 9.00AM. This can be changed. |
Time | The mode of transportation. The user can choose the transit mode. |
Transit mode | Duration of transport. Defaulted to day. |
Transit time | Select this option if you are returning back the items. |
Return Date and Time | Select this option if you are returning back the items. |
When you look at a transfer order 'From site', the display status will be -Tout (transfer out). And if viewed from the 'To site' the display status will be -Tin (transfer in)
To know more about Transfer Order Information dialog Click here
How to Create Transfer order from Warehouse module?
Click Warehouse module to access the Warehouse main window.
Select Transfers icon from the Warehouse tool bar to display the 'Search Transfer Orders' window.
Click New. Transfer Order dialog window displays.
Figure 3.0: Transfer Order dialog window
Enter the description for the Transfer order.
Select the From Site and To Site by clicking on the import button.
Set the Ship Date and Time.
Click OK.
System will open the Transfer Order window. Know more?
Provide the required details.
Add the required items and kits.
Figure 3.1: Transfer Order window
Save the Order.
Force reserving not-available item on a Transfer order
By using the right-clicking option, Force Reserve in the Transfer order, you will be able to reserve not-available items which are added in Transfer Order
Figure 4.0: Force reserve
On force reserving item on a Transfer Order
On force reserving item on a Transfer Order, then the availability will be affected accordingly in both the sites and quantity for T-In and T-Out availability will be increased accordingly.
On editing any information on the Transfer Order which affects the availability, system will revert the force reservation and will change the status of the item based on the current availability.
On force reserving item on a main transfer order, system will not check the availability of the item during the Return Transfer Order duration and will force reserve it on the Return Order.
If any order is affected, the orders will be shown in conflict if availability is becoming negative during affected order duration, by which user will be able to resolve the orders in conflicts.
User can also force reserve the items which are having short quantity on the Transfer Order (lines with no status). On force reserving, system will forcefully reserve the quantity in short and affect the availability accordingly.