How to Create a Transfer

Owned by Former user (Deleted)
Last updated: May 06, 2019 by Former user (Deleted)

This step-by-step guide describes how to create a transfer transaction. A transfer is an internal transaction used to move inventory from one warehouse to another within your organisation. Inventory can be shipped and/or received against a transfer. When a transfer is shipped a corresponding receiving event is generated in your system for the specified Destination Warehouse.

To record a shipment against a transfer follow the step-by-step guide in How to Ship Against an Order. This is similar to shipping against a linked transaction except the corresponding receipt is generated in your account instead of another Croptracker user's account.

Step-by-step guide

  1. Navigate to the transaction page from the main menu: Transactions → Transactions
  2. Click the + Add Transfer button.
  3. Enter an Order Date, Ship Date, and Delivery Date for your order.
  4. Optionally select a Status.
  5. Optionally specify a Transfer No. This is a unique transaction identifier. A unique number is automatically generated for you.
  6. Optionally select a Destination Warehouse. This is the warehouse where the transferred inventory will be moved to.
  7. Optionally enter any relevant Notes.
  8. Optionally add line items and adjustments. See How to Create Transaction Line Items (Old) and How to Create Transaction Adjustments for more information.
  9. Click the Save Transfer Order button to save the transaction.
  10. Click the + Save and New button to save the transaction and immediately add a new transfer.
  11. Click the Save and Copy button to save the transaction and immediately add a new transfer that is a copy of the current transfer.
  12. Click the Save and Ship button to save the transaction and automatically create a new shipping event with the transfer attached.



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