Transfer Order
The Transfer Orders Page helps store staff create and fulfill TOs easily. They can view all existing TOs, the current status of TOs, and create new ones.
Find Transfer Orders
This is the default view when the Transfer Orders page is opened. Associates can search open and closed transfers on this page.
Open and Completed Tabs
Associates can segregate between open and completed TOs by switching Open and Completed tabs from the top-right corner.
Details Shown for Each Transfer Order
Viewing Transfer Order Details
Through the Find page, users can view:
Transfer Order Name: The name entered when creating the transfer order.
Transfer Order ID: Unique identifier generated by the app for the transfer order.
Transfer Order Status: The status appears next to the order name, as Approved or Completed.
Note: The order status remains Approved until all items are fulfilled and only changes to Completed once every item has been fulfilled.
Transfer Order Creation
To create a new TO, tap the + button located in the bottom-right corner of the Transfer Orders tab. This opens the Create Transfer Order screen.
Steps to Create a Transfer Order
Name the TO
At the top left of the page, enter a unique name for the TO. This name helps to easily identify the TO later.
Assign Destination
Locate the Assign section in the left-hand menu.
Tap Assign to select the destination facility.
Select a destination facility.
Select Shipping Method
Locate the Shipping Method section below the Assign card.
Tap the dropdown to choose a Carrier.
Now, choose the Shipping Method supported by the carrier, such as Standard, Same Day, or Next Day.
Plan Shipping and Delivery Dates
Locate the Plan section in the left-hand menu.
Based on transfer type, select the appropriate lifecycle:
Store to Store: Select Fulfill and Receive (managed entirely in OMS).
Store to Warehouse: Select Fulfill only (post-fulfillment handled by WMS).
To know more about TO types, refer to this document.
Set the Ship Date and tap
Done.Set the Delivery Date and tap
Done.
Add Products to the TO
Use the set product identifier (like SKU or Shopify ID) to search, or scan the product.
Once it appears on the right side, tap the
+button to add it to the TO.
Upon adding a product, store associates can see three options for quantity selection:
Book QOH (Quantity on Hand): Use this when transferring the entire available stock from the origin facility.
Book ATP (Available to Promise): Select this to transfer only the available (unallocated) quantity.
Use Case: Ideal to avoid affecting future commitments or orders.
Book Custom Quantity: Use this option to specify a custom quantity to transfer.
Use the checkbox top row to enable bulk edit for all added items.
Finalize the TO
Tap the
✓button in the bottom right corner to finalize and create the TO.
A TO cannot be edited from the Fulfillment app after this step
Upload CSV for Transfer Order
When creating a TO for multiple products, the Fulfillment App supports uploading a CSV for multiple products.
To efficiently create a TO with multiple products, follow these steps:
Prepare a CSV File
Create a CSV file containing the SKUs and quantities of the products to be transferred.
Navigate and Upload
On the Create Transfer Order page, navigate to the
Uploadbutton at the bottom left of the product selection section.
Select and Upload the CSV File
Tap the
Uploadbutton and choose the prepared CSV file.
Map the Fields
Select the correct product identifier (e.g., SKU).
Map the CSV fields to the system fields (e.g., SKU → Product ID, Quantity → Quantity).
This method eliminates the need to add each product manually and speeds up the TO creation process.
Transfer Order Fulfillment
The Transfer Order Details page is used to fulfill TOs. To access this page, store associates simply tap on a transfer order from the Find page, which navigates them to this page.
At the top of the page, associates can view important details such as the total quantity of items they need to fulfill, the transfer order name, the order ID, and the current status of the TO, which will be marked as either Approved or Completed.
Approved: The transfer order is active and pending fulfillment.
Completed: All items in the transfer order have been fulfilled, and the TO is shipped.
While fulfilling the TO, associates can generate a picklist to view all the items that need to be picked. To do this, tap the Picklist button at the bottom of the page.
Item Card
Item card displays key product information:
Product image
SKU
Product name
HotWax Commerce product ID
Full image view
Report an issue dropdown to reject an item
View item quantity ordered: Displayed next to the Report an Issue dropdown.
Partial Fulfillment: If the full quantity of an item is not available, associates can create a shipment for the available quantity.
Over-fulfillment is not allowed.
Complete Shipment
Once the items are fulfilled, associates can tap the Create Shipment button in the bottom-right corner. After this, they will be redirected to the Review Shipment page, where they can:
Generate the shipping label
Add the tracking code
View the carrier name
Important: Once a shipment is completed, it cannot be edited.
Permission required for the Transfer Orders Page
ORD_TRANSFER_ORDER_ADMIN
Grants full access to Transfer Orders, including viewing, creating, and updating.
ORD_TRANSFER_ORDER_VIEW
Allows the user to only view the Transfer Orders page in the left-hand menu.
ORD_TRANSFER_ORDER_CREATE
Allows the user to create and update transfer orders.
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