Transfer order is used to transfer inventory from one facility to another facility. To complete a transfer, it is a 3 step process. There are 3 facilities involved in a transfer: source facility, the TX(transfer) facility and the destination facility.
To do a transfer, you would first need to create a new transfer order, go to Orders in the main menu, and then Transfer Orders, New Transfer Order. Choose the source and destination facility and then click on Assign Order Number. Then you will be asked to create one line for each product that is being transferred. Add all the products for the transfer and move on to next step.
Next step is to ship the product from the source facility. Make sure you have the source facility selected at the top of the page. Post the shipment by going to Logistics in the main menu, Choose Transfer Shipment, select the destination facility you are shipping to. Then choose the quantity to ship, add the quantity to shipment. Then post the shipment using the form at the bottom of the page. After the shipment is posted, the products would now be "stored" in the facility called Transfer (tx). This means the product is in transit.
Final step is to receive the products into the destination facility once the shipment arrived. Make sure you are in the destination facility by select the facility from the top of the page. Go to Logistics in the main menu, choose Transfer Receipt, Choose the source destination the transfer is from. Then enter the quantity being received and post the receipt using the form at the bottom of the page.
*Transfer order is only enabled for certain firms. Contact VersAcounts if you want to use this feature.
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