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Transfer Order

Create Transfer Orders

Orders can be created manually, one by one, or in bulk via spreadsheet upload.

Create a Transfer Order manually
  • Click the "+" button located on the Orders page

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  • From the pop-up window, select Transfer

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Create Transfer Order
  • Order Number - the system generates an order number, or enter your own
  • Origin - select the location where the order is being fulfilled
  • Destination - select the location where the order will be received
  • Add Products & Quantities - search and add products manually, or upload them via spreadsheet upload

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  • Click Save
  • Once the Transfer order is updated to Shipping status, labels can be printed for the order
  • The Transfer Order can also be verified for accuracy using mobile Ship and Receive
  • Once the order has been verified on Ship or Receive, a corresponding progress bar will display the completeness of the order

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