1. Business Use Case Examples

As one of the core documents in inventory, purchasing, and sales management, a Transfer Order primarily balances Inventory supply and consumption. A Product typically has one primary Supplier and several backup Suppliers. The primary Supplier usually ships to a single Warehouse; other Warehouses must be replenished via Transfer Orders.

Another scenario: each Warehouse serves customers within a certain geographic area. The customer demand in that area determines the Inventory level the Warehouse should hold. If local Suppliers cannot meet demand or cannot deliver in time, the Warehouse must receive Inventory via Transfers.

2. Create a Transfer Order

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• In the CRM, go to Transfer Orders to open the Transfer Order list.
• Click the New button in the top-right corner to create a new Transfer Order.

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• When creating a Transfer Order, first select the Source Warehouse (transfer-out) and the Destination Warehouse (transfer-in). You can modify the transfer quantity in the order line, which specifies how many units to move from the Source Warehouse. Once the Transfer Order is approved, the system deducts Products from the Source Warehouse and adds them to the Destination Warehouse, completing the transfer.
• Transfer-out Products: product choices come from items that have available Inventory in the selected Source Warehouse and whose status is “Listed” (i.e., active). The transfer quantity cannot exceed the Product’s available Inventory; otherwise the transfer cannot proceed.
• Transfer-in Confirmation: you can configure automatic or manual confirmation of transfer-in. If automatic confirmation is enabled, when the Transfer Order is approved the system automatically creates an outbound shipment for the Source Warehouse and reduces Inventory, then creates an inbound receipt for the Destination Warehouse and increases Inventory.
• Fixed approval flow: you can create approval workflows in Approval Flow Management. Creating a Transfer Order can automatically trigger and execute the configured approval flow. See Approval Flow Management for details: Approval Flow Management
• Note: A Transfer Order may be referenced by related records regardless of its approval status. After a Transfer Order is approved, it cannot be edited or withdrawn, and it supports printing.

3. Transfer Outbound and Confirm Transfer Inbound

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• Transfer Outbound: when a Transfer Order is approved, the system automatically creates an outbound Shipment for the Source Warehouse and deducts the corresponding Inventory.
• Confirm Transfer Inbound: by default, the system does not automatically confirm inbound. After Transfer Order approval, go to the Transfer Order detail page and select “Confirm Inbound” from the top-right menu. The system will create an inbound Receipt for the Destination Warehouse and increase the corresponding Inventory.

4. Configure Automatic Transfer-In Confirmation

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• Administrators can enable automatic transfer-in confirmation under Inventory Management -> Basic Settings -> Transfer Inbound Confirmation. When enabled, the system automatically processes transfer-in confirmation after a Transfer Order is approved.