Transfer orders allow you to relocate inventory between warehouses and locations in an organized fashion. The Inventory > Transfer Orders tab allows you to create and manage transfer orders for different locations.

There are a few actions that can be performed on this tab, including:

  • New transfer order: Create a new transfer order between two warehouses. Select the source warehouse, the destination warehouse, then add items and the quantities you wish to transfer.

  • Filters: You can filter what is shown in the transfer orders table by source, destination, or status.

  • Search: This allows you to search for transfer orders by their number, location, status, and more.

Transfer Orders Table

Your transfer orders are laid out in a table. This table can be sorted by any of its columns, and all of its contents can be found in the search function on the page. The columns shown include:

  • Transfer Order #: The number assigned or generated when a transfer order was created. To manage a particular transfer order, click on its transfer order number to open the Transfer Order page.

  • Source: The warehouse and location that items are being transferred from. Once the transfer order is closed, inventory counts will be reduced in this location and added to the destination.

  • Destination: The warehouse and location that items are being transferred to. Once the transfer order is closed, inventory counts will be reduced from the source and added to this location.

  • Created: The date and time that the transfer order was created.

  • Creator: The user account that created the transfer order.

  • Status: This indicates whether or not the transfer order is pending or closed.

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