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.

2. The Create Transfer Order page opens to capture order details.

Name the TO

• Enter a clear, searchable name so the TO is easy to find later.

Assign store and facilities

• Product Store: The available product store is selected by default; change it if needed.

• Origin: Select Assign next to Origin (or the preselected facility) and choose the shipping facility.

• Destination: Select Assign next to Destination and choose the receiving facility.

Select shipping method

• Carrier: Choose a shipping carrier (for example, FedEx).

• Method: Choose a supported method for that carrier (for example, Standard, Same Day, or Next Day).

Plan shipping and delivery dates

• 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 by uploading a CSV.

Bulk upload via CSV

Recommended for TOs with many items.

• In the Import items CSV section, download the sample file if needed.

• Upload the CSV containing SKUs and quantities.

• After upload, select the product identifier type and map the identifier and quantity columns.

Manually add items

Recommended for TOs with only one or a few items.

• Search by SKU or another identifier.

• When the product appears, select the Add (+) icon.

Set item quantities

Quantities can be set per item or in bulk.

Per-item quantities

• Enter the quantity directly or use the stepper arrows.

• Use the ellipsis (⋮) menu to Book QoH (all on-hand stock) or Book ATP (available-to-promise stock).

• Select Remove from order in the same menu to delete an item.

Bulk quantities

• Select the checkbox above the item list to select all items.

• Apply Book QoH, Book ATP, or Custom Quantity to update every item at once.

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.