Transfer Orders

The Transfer Order feature allows you to transfer items from one business location to another as either a temporary transfer or a permanent transfer. . An inventory can either be transferred-in or transferred-out.

The Transfer Order can be effectively used for  an order which can be used for creating an order for  an item which may not be available in the order site but can be transferred from another business location.

You can also generate a Inventory Transfer which will permanently transfer the item from one location to another.

Types of Transfer Orders

In R2, you can create three types of transfer orders as below:

• Standard Transfer Orders

The Standard Transfer Orders can be created for transferring an item from one business location to another with respect to the requirement in an order. You can create the standard transfer order as either one-way transfer order or two-way (Transfer Order with Return Transfer Order) .The two-way transfer order ensures that the item shall be returned on a specific date.

• Inventory Transfer Orders:

The Inventory Transfer Order helps you to transfer an item permanently from one location to another (changes the home site of the item).

• Jell-O-Shot Transfer Orders:

The Jell-O-Shot Transfer Orders are automatically created by the system for the items which are returned to different business location after completion of an Order process instead of the location where the item actually belongs to.

The Transfer order will be created for transferring the item from the returned location to the home site of the item. The Jell-O-Shot Transfer order will be auto-created only if the option 'Create Jell-O-Shot' is selected in the configuration settings.

Transfer Order workflow

Transfer Out

1. Creating Transfer Order

In R2, the Transfer Orders can created from either from Warehouse and Account Module.

Account Module

In account module, you can create a new transfer order from either the Account Main window  or while Transfer Assigning items on an order. From the Account Main window, you can create a Transfer-Out by selecting the respective option from File > New > Transfer Order > Transfer Out.

Warehouse Module

In Warehouse module, a new transfer order can be created from the Search Transfer Order window which can be displayed by clicking on the Transfer Orders icon.

 In Search Transfer Order window you can create a new Transfer by clicking the Add icon. .

On initiating a new transfer order, R2 displays the 'Transfer order information' dialog wherein  the basic information for the Transfer order can be entered. On clicking OK,  the Transfer Order Window will be displayed wherein you can give detail information for the Transfers.

2. Select items for Transfer

Once the required for the transfer order is set, the next process is to select  the items which has to be transferred. This can be achieved by selecting the desired items from the search items window which can be invoked by clicking on the Add Items icon in the Transfer Order window.

3. Fill the items (Reserving the selected Items for the Order)

After adding the items on the Transfer Order, the next process is to fill (reserve) the items on the order. This can be done using the 'Fill Order' feature from the Transfer Order window.

4. Dispatch the items which are filled on the order.

On reserving the items on the transfer order, the next step is to release the items for dispatching to the destination site. The items filled on the Transfer order can be dispatched either individually or as a whole. On dispatching individually, the user will have to enter the individual asset IDs which is to be dispatched and on dispatching all the items which are filled, system automatically consider the already filled-in assets. This can be achieved by selecting either the option Dispatch or Dispatch All from the tool bar icons respectively.

Transfer In

The Transfer-In (T-In) transfer orders are used for receiving items which is dispatched from another site to the current site.

On receiving the items on a transfer order, the received quantity of the item will be updated in the stocked quantity of the item and the availability of the item also will be updated accordingly.

Items on a Transfer order can be received individually using  the 'Transfer Receive' feature which can be invoked by clicking the Receive Items icon from the Transfer Order main window (This icon will be only enabled for T-In Transfer Orders).  

 See also Receiving Items on a Transfer Order

Access points to view Search Transfers Orders window

• Warehouse > Transfers tool bar

• Warehouse > View > Transfers

You can access search transfers orders window from any of the access point. This lists all the Transfer Orders (T-In and T-Out), belonging to the site selected. If required, search can be performed for any transfer order also using the T-In, T-Out, Cancelled and Closed and Site filters.  

On double clicking the transfer order line, opens the Transfer Order in editable mode.

Search Transfer Orders window

Tool bar

Filter By

Transfer Orders will be displayed in the bottom half of the Transfers window based on the Filter By check-boxes you select. If no check box is selected then transfer orders will not be selected.

By default, T-In and T-Out are selected. Cancelled will bring all the cancelled transfer orders. Closed will bring all the closed Transfer Orders. You can further narrow down the criteria and display regular transfers, Jell-O-Shot or Inventory Transfers by selecting the Normal, Jell-O-Shot and Inventory check boxes

Column information

When you look at a transfer order from the From Site the display status will be T-Out (transfer out).  And if viewed from the To Site the display status will be T-In 

Accessing Transfer Order in different views

An option Open Transfer Detail View is provided in Configuration > Warehouse tab, by default the ‘Open Transfer Detail View’ is set as true.

• Transfer Order opens in Standard Transfer Order view when accessed through Warehouse if 'Open Transfer Detail View’ option is false in Configuration (as shown below).

• Transfer Order opens in Transfer Detail View when accessed through Warehouse if 'Open Transfer Detail View’ option is true in Configuration (as shown below). Know more on Transfer detail view ?