You can use the Transfer Orders module to manage the movement of Materials from one Inventory location to another. A Transfer Order is an instruction to move Materials Items from a storage bin to either a destination storage bin within a warehouse complex, or to another warehouse at a specified time. A transfer order contains the quantity of the material to move and specifies the origin of the location and destination.

The transaction consists of two distinct legs:

1. Despatching from one location.
2. Receiving in another location.

Transfer Order Data Grid

Navigation

Main Menu > Materials > Transfer Orders > View

1. TO No. - This indicates the Transfer Order number.
2. WF No. - This indicates the Workflow number.
3. Status - This shows the Status of the Transfer Order.
4. Date - This shows the date the Transfer Order was created.
5. Reference - This shows the Transfer Order's Reference.
6. From - This is the Location from where the Material Items are moved from.
7. To - This is the Location to where the Material Items are moved to.
8. Due Date - This indicates the date the Transfer Order is due.
9. Despatched - This indicates the date the Material Items were despatched from the From Location.
10. Received - This indicates the date the Material Items were received at the To Location.
11. Note - Any Notes will be shown here.

Transfer Order Interface

Navigation

Main Menu > Materials > Transfer Orders > View > New/Edit

1. Status - This shows at what stage of the process the Transfer Order is in. This can be changed by selecting a status in the Status drop-down menu. Changes to Status settings can be checked by going to Menu > View Audits.
2. Due Date - This determines what date and time the Transfer Order should be received.
3. Transaction Header - This is where the Transfer Order details are entered, including Reference, Despatched and Received details, and from and where to where the transfer is to take place.

The Despatched and Received date fields will automatically populate based on the Issue and Received Statuses set in the Transfer Order.

4. Items - This shows the Items that are listed on the Transfer Order, and shows the Quantity, Unit Cost, Total, and if it has been Issued and Received. Items can be added manually by clicking the Add Item from Material button.

5. Menu - This button provides additional functionality within the module.

• Open Workflow - If this is linked to a Workflow it will open in the side panel.
• View Audits - You can view the Audits of all Status changes made to this Materials Movement in a side panel view.
• Pend: Delete all linked Receive/Issue Transactions and set Status to Pending - This allows you to delete all the linked receive and issue transactions and sets the Status to Pending.
• Issue: Issue all Items and set Status to Issued - This allows you to issue all Items on the Transfer Order, and will set the Status to Issued.
• Receive: Receive all Items and set Status to Received - This allows you to receive all the Items on the Transfer Order, and will set the Status to Received.
• Cancel: Delete all linked Transactions and set Status to Cancelled - This allows you to delete all the transactions that are linked to the Transfer Order, and will set the Status to Cancelled.
• Set Status to... - This allows you to manually set the Status of a Transfer Order. Status changes are audited.
• Edit Location Lookup list - This allows you to edit the locations that are listed in the Location drop-down field that appears next to the Status field.

How to create a Transfer Order

Watch this short video on how to create a Transfer Order: