Create Transfer Orders
Overview
Transfer Orders allow you to move inventory between warehouses while keeping track of the items during transit.
Steps to Create a Transfer Order
Open the App Launcher and search for Transfer Orders.
Click New to create a new Transfer Order.
Enter the following fields for the Transfer Order:
From Warehouse: The warehouse from which the items will be shipped.
To Warehouse: The warehouse where the items will be received.
In-Transit Warehouse: If a Transfer Route is defined for the selected warehouses, this field will be automatically populated. If not, manually enter the In-Transit Warehouse.
Order Date: Defaults to today’s date but can be overridden.
Shipment Date: The expected date for the items to be shipped from the From Warehouse.
Expected Receipt Date: The anticipated date for receiving the items at the To Warehouse.
Optional - Actual Receipt Date: Populates the actual receipt date on the Warehouse Receipt after the items are received.
Enter Items to be Transferred:
In the Lines section of the order, click Add Lines to add the items to be transferred.
Enter the Item(s), Unit of Measure, and Quantity for each item.
Save the Transfer Order:
When you save the Transfer Order, GoldFinch will automatically allocate inventory to the Transfer Lines based on the Item, Unit of Measure, and Warehouse specified.
Allocate Inventory:
After inventory updates (such as restocking), click the Allocate button to update the allocated inventory.
If you do not want to allocate inventory for this specific Transfer Order, check the Do Not Allocate field.
Print the Transfer Order:
To print a PDF of the Transfer Order, select Print Transfer Order from the saved Transfer Order.