> For the complete documentation index, see [llms.txt](https://docs.hotwax.co/documents/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.hotwax.co/documents/retail-operations/inventory/transfers-app/transfer-order-creation.md).

# Transfer Order Creation

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.


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