I. Business Use Case Examples

As one of the core documents in inventory management, the Transfer Order plays a vital role in balancing supply and demand. Typically, a product is sourced from one primary Supplier and a few backup Suppliers. The primary Supplier usually delivers to a specific Warehouse, while inventory for other Warehouses must be replenished through transfers.

Another scenario: Warehouses serve customers within specific geographic areas. The inventory levels should align with local demand. If the primary Supplier cannot meet demand promptly, inventory transfers become necessary.

II. Creating a Transfer Order

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• Navigate to the CRM, select Transfer Order, and access the Transfer Order list page.
• Click New in the upper-right corner to create a Transfer Order.

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• When creating a Transfer Order, first select the Source Warehouse and Destination Warehouse.
• Adjust the Transfer Quantity in the details section, indicating how many Products will be moved. Once approved, the system transfers the Products from the Source Warehouse to the Destination Warehouse.
• Transferable Products: Only Products with available Inventory in the Source Warehouse and a status of “Active” can be selected. The transfer quantity cannot exceed the current stock level.
• Auto-Confirm Receipt: Choose between automatic or manual confirmation. If enabled, the system automatically deducts Inventory from the Source Warehouse (via an Outbound Order) and adds Inventory to the Destination Warehouse (via an Inbound Order).
• Approval Workflow: Set up predefined approval workflows in Approval Process Management. A Transfer Order can trigger these workflows upon creation. Learn more: Approval Process Management.
• Notes: Transfer Orders can be referenced by related objects regardless of approval status. Once approved, they cannot be modified or recalled but can be printed.

III. Transfer Outbound and Receipt Confirmation

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• Transfer Outbound: When a Transfer Order is confirmed, the system automatically generates an Outbound Order for the Source Warehouse and deducts the corresponding Inventory.
• Receipt Confirmation: By default, the system does not auto-confirm receipt. After confirming the Transfer Order, click “Confirm Receipt” in the menu to generate an Inbound Order for the Destination Warehouse and update its Inventory.

IV. Enabling Auto-Confirm Receipt

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• Admins can enable auto-confirm receipt under Inventory Management > Basic Settings > Transfer Receipt Confirmation. Once enabled, the system automatically processes receipt confirmation upon Transfer Order approval.