Transfer orders

A transfer order moves stock from one of your locations to another, for example from a central warehouse to a store or a second fulfilment centre. It combines both directions: at the origin it is processed like an outbound order (allocate, pick, pack, ship), and at the destination like an inbound order (receive).

INFO

New transfer order only appears in the Orders menu when you have access to more than one location.

Flow

Step	Where	Order state	Item states	How
1. Create	–	concept	–	Form, import, API or integration (for example NetSuite).
2. Confirm	–	confirming → pending	pending	Confirm.
3. Allocate	Origin	processing	allocated / backordered	Automatic or Allocate. See Allocation.
4. Pick	Origin	processing	picking → picked	Pick lists, as for sales orders.
5. Pack	Origin	processing	packed	Packing into parcels.
6. Ship	Origin	processing	shipped → expected	Shipping the shipment. The inventory moves to the destination location as expected stock.
7. Receive	Destination	processing → completed	received	Receiving the shipped containers at the destination.

The order is completed once every unit that is not cancelled has been received at the destination.

Between steps 6 and 7 the goods are in transit: they are no longer in stock at the origin, and they show as expected at the destination.

Creating a transfer order

Go to Orders, open the menu and choose New transfer order.

Basics tab

Field	Description
Customer reference number	Your reference; unique among transfer orders that are not cancelled.
Other reference number	Free reference.
Shipping method	How the goods travel between the locations. Defaults to Shipping › Default shipping method, which can be set per order type.
Destination location	Required. The receiving location. It may not be the same as the origin location of any of the lines ("should not be the same as any of your origin locations").

Lines

Per line: Product, Origin location (required), Quantity and Status. Because you choose the status, you can also move defective stock, for example to a repair centre. Serial numbers can be given through import or the API.

Which stock is used

Transfer orders can take stock from more kinds of bins than sales orders: bins with purpose picking, replenishment, defective and bulk. This makes it possible to move whole bulk or replenishment stock, and defective goods, without first moving them to a picking bin. Apart from that, the normal allocation rules apply (FEFO, open containers first, no expired stock). See Allocation.

At the destination, received stock can be put into picking, replenishment, defective or bulk bins.

Shipping and receiving

Packing and shipping work as for sales orders, so carrier labels and shipment documents can be created for the transport. When the shipment is shipped:

• each unit's inventory moves to the destination location with state expected,
• the order line items go from shipped to expected,
• the parcels' containers travel along and can be received as a whole at the destination.

At the destination, open the order (switch to the destination location first) and click Receive. You receive the containers that arrived into a bin location; Boxture marks the units received and the inventory available. You can also choose a Hold reason such as Damaged for a container that arrived damaged (see Holds). See Receiving.

After receiving, waiting backorders for the received products are allocated automatically.

Importing transfer orders

Use Orders › Import › Transfer order. Columns: Record ID, Destination location, Customer reference number, Other reference number, Purchase order number, Line Nr, Line origin location, Product, Quantity, Serial number, Status and Event. Locations are given by name. See Creating and importing orders.