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 header shows the current TO status, order name, and lifecycle.

• A TO can move through Created, Approved, Cancelled, or Completed.

Only TOs in Approved status are available for fulfillment in the Fulfillment App and receipt in the Receiving App.

Origin facility and shipping info

The Origin card shows the shipping facility, address, Carrier, and Method.

• Select the open icon to view the facility in the Facilities app.

• Update Carrier and Method until the order reaches a finished state.

Destination facility

The Destination card shows the receiving facility and address.

• Select the open icon to view the facility in the Facilities app.

Timeline

• Review a chronological list of order events.

• The timeline can include status changes, shipments, and receipts.

Summary

Use the Summary section to filter items inside the order:

• All

• Pending Fulfillment

• Pending Receipt

• Completed

If the order has receipt discrepancies, the page also shows discrepancy chips for:

• Under shipped

• Under received

• Over received

Order actions

The footer shows the actions that are currently allowed for the order.

Add items

Select Add items to add products to an existing TO.

You can add items only while the TO is in Created status.

Approve

Select Approve to move the TO from Created to Approved.

Close order

Select Close order to cancel the whole TO.

After approval, Close order is available only when inventory has not been impacted yet:

• In Fulfill & Receive and Fulfill only, cancellation is blocked after items are packed, shipped, or otherwise issued.

• In Receive only, cancellation is blocked after any quantity is received.

Close fulfillment

Select Close Fulfillment to stop fulfillment for the remaining unshipped quantity.

• This action is available only on approved orders.

• It does not apply to Receive only orders.

• It is available only after inventory has already been impacted and at least one item is still pending fulfillment.

Item-level actions

Select the More (⋮) icon on an item row to access item actions.

While the TO is in Created:

• Edit ordered qty

• Remove item

While the TO is in Approved, the available actions depend on item status:

• Fulfill: Opens the Fulfillment App for the origin facility.

• Receive: Opens the Receiving App for the destination facility.

• Close fulfillment: Cancels the remaining unfulfilled quantity and releases reservations.

• Approve: Approves newly added items that are still in ITEM_CREATED.

• Cancel: Cancels newly added items that are still in ITEM_CREATED.

Item details

Each item row shows:

• Quantity ordered

• Quantity shipped

• Quantity received

• Current item status

• Discrepancy badges when applicable

Bulk receive

Select Bulk Receive to receive multiple items at once.

• Remaining issued quantity: Receives the remaining shipped quantity.

• Remaining ordered quantity: Receives the remaining ordered quantity.

• Close items with 0 receipt: Completes the selected items with zero received quantity.

Items that are still pending fulfillment are skipped during Bulk Receive.

Item statuses

Item statuses vary by lifecycle, but you typically see these queue states on the page:

• Pending Fulfillment

• Pending Receipt

• Completed

The page can also show discrepancy badges:

• Under shipped

• Under received

• Over received