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Transfer Order

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1 min readUpdated

User Guide › Warehouse

transfer order

Overview

Use Transfer Order to review and save warehouse product transfer information. Warehouse users use this feature when recording transferred products, including the transferred quantity, lost quantity, and unit of measure.

Before you start

Ensure that you have access to the Warehouse area and the Transfer Order feature.

Steps

  1. Select Warehouse from the main navigation.

  2. Select Transfer Order.

    Transfer Order
  3. Review the product transfer lines. Each line displays Product, Transfered Qty, Lost Qty, and Unit.

  4. Select Save to validate and save the transfer order.

Tips & cautions

Warning: The transfer order is validated when you select Save. The application does not save the record if required information is missing.

Note: If you leave the transfer order with unsaved changes, the application displays a warning before you exit.

Troubleshooting

SymptomLikely causeFix
The transfer order does not save.Required information is missing.Complete the required information, then select Save again.
A warning appears when leaving the page.The transfer order contains unsaved changes.Save the transfer order, or respond to the warning before leaving the page.
A product transfer line needs review.The transferred quantity, lost quantity, or unit may require confirmation.Review the values shown in Transfered Qty, Lost Qty, and Unit before saving.

Result

The transfer order is validated and saved with its product transfer line information.

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