Transfer Order Creation

Create a new transfer order in the Transfers App.

Use the Transfers App to create a Transfer Order (TO) and move inventory between facilities.

Create a new TO

1. Select the Add (+) icon on the Transfer orders page.

2. The Create transfer order page opens.

Name the TO

• Enter a clear, searchable name in Transfer name.

Assign store and facilities

• Product Store: The current product store is selected by default. Change it if needed.

• Origin: Select Assign and choose the shipping facility.

• Destination: Select Assign and choose the receiving facility.

Select shipping method

• Carrier: Choose a shipping carrier.

• Method: Choose one of the methods available for that carrier.

Plan the transfer lifecycle

• Lifecycle: Choose Fulfill & Receive, Fulfill only, or Receive only.

• Ship Date: Select the shipment date from the calendar.

• Delivery Date: Select the expected delivery date.

Add items to the TO

Add items manually or through Bulk upload.

Add items manually

• Search in Add product. The search uses SKU.

• Review the Search result.

• Select the Add (+) icon to add the product to the order.

When a product is added, the row shows the available QOH and a Qty field.

Set item quantities

• Enter a value in Qty to set the ordered quantity for one item.

• Use Book QoH to copy on-hand quantity into Qty.

• Use Book ATP to copy available-to-promise quantity into Qty.

• Use Custom Qty to apply the same quantity to all selected items.

• Select the top checkbox to include all eligible items in a bulk action.

Bulk upload via CSV

Use Bulk upload from the top-right corner of the Create transfer order page when you need to create many TOs or add many items.

1. Open Bulk upload.

2. Select Download template if you need a sample file.

3. Upload your CSV.

4. Map each app field to a column in your file.

5. Select Submit.

Required fields:

• External Order ID

• Origin Facility ID

• Destination Facility ID

• SKU

• Quantity

Optional fields:

• Order Name

• Product Store ID

• Carrier Party ID

• Shipment Method Type ID

• Status Flow ID

• Ship Date

• Delivery Date

The uploaded file can contain one row per item. Reuse the same External Order ID for multiple rows that belong to the same transfer order.

Finalize the TO

1. Review the destination facility, shipping method, transfer dates, and item quantities.

2. Select the checkmark icon in the lower-right corner to create the TO.

After creation, you land on the Transfer Order Details page with the order in Created status.