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Create a Transfer Order


Transfer Orders allow you to move inventory from one warehouse to another while keeping track of the inventory when it is in transit.  

Create a Transfer Order

Open the App Launcher. Search for Transfer Orders.

Click on New to create a new Transfer Order.

Enter the following fields for the Transfer Order.

  • From Warehouse is where the items will be shipped from

  • To Warehouse is where the items will be received into.

  • If a Transfer Route is defined for the above two warehouses, the In-transit Warehouse will automatically be populated.  If not, manually enter the In-Transit warehouse.

  • Order Date is defaulted to today's date but can be overridden.

  • Shipment Date is the expected ship date for the items to be shipped from the From Warehouse.

  • Expected Receipt Date is the date for the item to be received at the To Warehouse.

  • Optional: The Actual Receipt Date is used to populate the Actual Receipt Date on the Warehouse Receipt.

Enter all items to be transferred in the Lines section of the order. Click on Add Lines.

Enter the Item(s), Unit of Measure, and Quantity to be transferred.

When complete, select Save:

  • When saving the Transfer Order, GoldFinch will automatically allocate the inventory on the Transfer Lines based on the Item, Unit of Measure, and Warehouse defined.  

  • After the inventory has been updated with additional material, you can click the Allocate button to update the allocated inventory. 

If you do not want to allocate the inventory for this specific transfer order, put a check in the Do Not Allocate field. 

Select Print Transfer Order to print the Transfer Order PDF document from the saved Transfer Order. 

Document Status

  • Open

  • Shipment Created

  • Back Order

  • All Shipped

  • Receipt Created

  • Partially Received

  • All Received: This is the final Document Status for a Transfer Order

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