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

• From the pop-up window, select Transfer

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

• 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