The Transfer Orders listing page provides summarized information about transfers between different locations for a selected date range, including their statuses such as Draft, In-Transit, Completed, and Voided. 

Navigation: Inventory & Pricebook -> Transfer Orders 

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Accessing the transfer order listing page

  1. Select the “Inventory & Pricebook” module from the left navigation menu and choose “Transfer Orders.” You will land on the transfer orders listing page.

  2. On the Transfer orders listing page, you can view an overview of existing transfer orders, including the transfer order number, status, sent date, required date, and more based on the period selected at the top right corner of the page.

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Exploring the listing page

The transfer orders listing is designed to help you stay organized and quickly access the information you need.

Summary Cards: On the top of the listing page, you’ll see summary cards displaying high-level information about your transfer orders. Each card highlights details such as:

  • Total number of transfer orders

  • Draft, In-transit, Completed, and void.

These cards provide a quick overview of your progress and help you identify areas that may need attention.

Customization options: You can customize the listing page to match your preferences. To do this:

  • Select the Customize button at the top-right corner.

  • Choose which fields to display.

  • Drag and drop fields to rearrange them in the desired order.

Search bar and filtering: The search bar lets you locate specific transfer order by entering order number, prefix, or description.

After filtering a specific transfer order, click the “Transfer order No” to view and manage its details.

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Managing transfer order details 

Once a transfer order is created or accessed from the listing page, the Transfer Order Details Page becomes your central hub for managing its lifecycle. Upon landing the details page, you can view and update the status of the Transfer Order.  

Depending on the status of the Transfer Order, you can perform actions such as Edit, Update status, Clone, and Delete. Each status has been explained in detail below: 

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1. Save as Draft 

When you choose to save the Transfer Order as a draft, the order will be saved in draft status, and you can continue to make changes to the Transfer Order.  

During Draft status, you can also “Edit,” “Clone,” or “Delete” the transfer order as needed by clicking the “More Actions” button at the top right as shown below: 

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2. In-Transit 

This status indicates that the stock has left the From Location. When you update the status to in-transit, you are prompted to choose the sent date using the date picker. The sent date cannot be a future date.  

Once chosen, click the “Update” button. The status will be updated, and the transferred quantity will be deducted from the ‘From Location’ for each of the line items.  During In-Transit status, you cannot edit or delete the Transfer Order created but can perform various actions such as “Edit Remarks,” “Edit Required Date,” and “Clone” by clicking the “More Actions” button at the top right as shown below:

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3. Completed  

When you mark the order as complete, you’ll be asked to choose the received date, which cannot be a future date.  

Once a Transfer Order is marked as completed, the transferred quantity is increased in the To Location for each line item. If the transfer is completed instantly (i.e., it is marked as completed during creation or from draft status), the sent date will be the same as the received date, and the line-item quantity and serial numbers will be updated in both the From and To Locations. 

When the status is ‘Completed’, you can only “Edit Remarks” and “Clone” a transfer order as needed by clicking the “More Actions” button at the top right, as shown below: 

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4. Void

If you need to cancel or invalidate any of the Transfer Orders, you can mark them as void. This action will reverse the quantity transferred between locations.  

Once an order is marked as void, you will be prompted to provide a reason. After providing the reason, click the “Update” button to void the Transfer Order successfully. The provided reason is captured under activity. 

Note: Once an order is marked as void, you cannot edit or process it further. You can only “Clone” an order as needed by clicking the “More Actions” button at the top right as shown below: 

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More Actions

Managing transfer orders doesn’t stop at viewing details—you can take various actions to keep things moving. Things you can do are: