Collapse AllExpand All

1.2. List Transfer Orders

Transfer orders are used to move inventory between sites. They are distinct from inter-site transfers in three primary ways: 1) you can add multiple items to a single transfer order and transfer all the items at once; 2) all transfer order transfers involve a transit site, for tracking inventory while it is in transit; and 3) there are reports (i.e., paperwork) associated with transfer orders. To access the master list of transfer orders, go to Inventory > Transfer Order > List Open. The following screen will appear:

Transfer Orders master list

When displaying the master list of transfer orders, you are presented with the following options:

Source Site

Specify the source site(s) you want to display in the list:

All Sites

Select to display transfer orders for all source sites.

Selected

Specify source site whose transfer orders you want to display.

Destination Site

Specify the destination site(s) you want to display in the list:

All Sites

Select to display transfer orders for all destination sites.

Selected

Specify destination site whose transfer orders you want to display.

Status

Specify the statuses you want to display in the list:

All Statuses

Select to display transfer orders for all statuses.

Selected

Specify the status whose transfer orders you want to display. The following statuses are available: Unreleased and Open.

Transfer Orders

Display lists transfer orders for the specified site(s).

The following buttons are unique to this screen:

RELEASE

Highlight an Unreleased transfer order and then select this button to change the status to Open.

ISSUE STOCK

Highlight a transfer order and then select this button to issue transfer order stock to shipping.