Transfer order creation

Store associates can generate transfer orders directly within the fulfillment app. This document provides step-by-step instructions for creating transfer orders.

Accessing the Transfer Order Page

1. Open the Fulfillment App

2. On the left-side panel, locate and click Transfer Orders

   • This will display a list of all existing transfer orders

Creating a New Transfer Order

1. On the Transfer Orders page, click the Add (+) button in the bottom-right corner. This will open the Create Transfer Order page

Filling Out Transfer Order Details

Assign Section (Top-Left Card)

• Transfer Name: Enter a name for the transfer order (e.g., "Spring Inventory Transfer")

• Origin: Automatically set to your current facility (e.g., Staten Island)

• Destination:

  1. Click the Assign button next to "Destination"

  2. In the pop-up modal, select the receiving facility

  3. Click Save

Shipping Method Section (Middle-Left Card)

• Carrier:

  1. Click the dropdown under Carrier

  2. Select an option (e.g., FEDEX)

• Method:

  1. Click the dropdown under Method

  2. Select a shipping option (e.g., Ground Economy)

Plan Section (Bottom-Left Card)

• Ship Date:

  1. Click the SELECT DATE field

  2. Choose the shipment date from the calendar

• Delivery Date:

  1. Click the SELECT DATE field

  2. Choose the estimated delivery date

Adding Items to the Transfer Order

Bulk Upload via CSV (Recommended for Multiple Items)

1. Locate the CSV upload section on the right side of the page, below the Plan card

2. Click Import Items CSV to upload your file

3. Click Download Example to get a sample CSV template

4. After uploading:

   • Select Product Identifier: Choose the identifier type (e.g., SKU)

   • Map Columns: Assign the correct CSV columns for Identifier and Quantity

Manually Add Items

1. In the Add Product field (below the CSV section), enter a SKU

2. Click the + Add button to include the item in the order

Managing Item Quantities

After adding items, use the bulk action buttons above the item list:

• Book ATP: Allocates the maximum available stock for all items

• Book QOH: Books the full on-hand quantity for all items

• Custom Quantity: Enter a specific quantity for all items

Actions for Individual Items

• Edit Quantity: Click the ellipsis on an item row and select an option

• Remove Item: Choose Remove Item from Order in the same menu

Finalizing the Transfer Order

1. Double-check all details:

   • Destination facility

   • Shipping Method

   • Dates (Ship & Delivery)

   • Items & Quantities

2. Click the ✓ (Finalize) button at the bottom-right of the page

3. The transfer order will now be created and will be ready for fulfillment. Please refer to this user manual for instructions on fulfilling transfer orders