Updated: November 10, 2020 9:23am

Chapter 24. Transfer Orders


Transfer orders (TOs) are planning documents that do not update inventory quantities. Inventory quantities are updated when you transfer merchandise by making one or more out slips that reference the TO.  A TO can plan the transfer of merchandise from one source store to multiple destination stores. Several out slips can reference that same TO, each one recording transfers to a different destination store.  The fill status of the TO is automatically updated each time an out slip is made referencing the TO. TOs can be created manually, or generated from POs and vouchers.

Basic Steps for using Transfer Orders

  1. Assign permissions related to transfer orders to individual employee groups as needed.
  2. Set the document ordering sequence for transfer orders. You can set the numbering sequence at the subsidiary, store, or workstation level.
  3. Create a new transfer order. When creating a new TO, specify the store(s) to which the item(s) will be shipped and enter the transfer quantity. Refer to the New Transfer Order section for more information. Modify TO Details, if necessary.
  4. Generate slips from the TO. Alternatively, you can create individual slips manually and reference the TO on each slip. When you update a slip that references a TO, the TO's fill status is automatically updated.