Transfer Order Details

Review key fields and actions on the Transfer Order Details page.

The Transfer Order Details page shows the status, facility assignments, shipping configuration, and item-level progress for a Transfer Order (TO).

TO overview

The top section displays the TO name and a status selector (Created, Approved, or Cancelled).

Only TOs in Approved status are visible to the origin facility for fulfillment in the Fulfillment App and to the destination facility for receiving in the Receiving App.

Origin facility and shipping info

The Origin card lists the facility name, address, carrier, and shipping method.

Destination facility

The Destination card lists the receiving facility name and address.

Timeline

A chronological log of events in the TO lifecycle, including creation and status changes.

Item details

Each item appears as a separate card with:

• Quantity ordered

• Quantity shipped

• Quantity received

Add items

Select Add item to Transfer to add products to an existing TO.

You can add items only while the TO is in Created status. Once a TO is Approved, no additional items can be added.

Item-level actions

Select the More (⋮) icon on an item card to access these actions:

• Edit order quantity: Update quantities if stock availability changes at the origin facility.

• Fulfill: Open the Fulfillment App to start fulfillment and monitor shipments.

• Receive: Open the Receiving App to start receiving and monitor receipt progress.

• Complete Item: Manually mark an item as completed when it needs to be closed out (for example, exceptions or partial transfers).