1. Business Use Case Example

As one of the core documents in channel management, the primary purpose of a Transfer Order is to balance channel Warehouse supply and consumption. In real-world channel operations, each channel Warehouse serves users within a certain geographic area. The purchasing demand from those users defines the Inventory the channel Warehouse should hold. If local supply capacity is insufficient or cannot replenish in time, Inventory must be moved via a Transfer Order.

2. Create a New Channel Transfer Order

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• Go to the CRM, search for and open Transfer Orders to access the Transfer Order list page.
• Click the New button in the upper-right corner to create a new Transfer Order.

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• When creating a Transfer Order, first select the source Warehouse (From Warehouse) and the destination Warehouse (To Warehouse). You can edit the transfer quantity in the Transfer Order line items; this quantity indicates how many units will be moved out of the source Warehouse. After the Transfer Order is approved, the Products are removed from the source Warehouse, added to the destination Warehouse, and the transfer is complete.
• Source Products: line items come from Products that have available Inventory in the selected source Warehouse, and the Product status must be “Listed” (available for sale). The transfer quantity cannot exceed the actual Inventory for that Product in the source Warehouse; otherwise the transfer cannot proceed.
• Confirming inbound: you can choose automatic or manual inbound confirmation. If automatic confirmation is enabled, when the Transfer Order is confirmed the system automatically creates an outbound order for the source Warehouse and deducts Inventory, then generates an Inbound Order for the destination Warehouse and increases Inventory.
• Fixed approval flow: you can create an approval workflow in Approval Flow Management. When a Transfer Order is created, it can automatically trigger and execute the configured approval flow. See Approval Flow Management: http://help.fxiaoke.com/2615/9ad7/bfce/1a8d/22de
• Note: A Transfer Order can be referenced by related records regardless of its approval status. Once a Transfer Order is approved, it cannot be modified or withdrawn, and it supports printing.

3. Transfer Outbound and Confirm Inbound

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• Transfer outbound: when a Transfer Order is confirmed, the system automatically creates a channel outbound order for the source Warehouse and deducts the corresponding Inventory.
• Confirm inbound: the system does not confirm inbound automatically by default. After the Transfer Order is confirmed, go to the Transfer Order detail page and click Confirm Inbound from the menu in the upper-right corner; the system will then automatically create a channel Inbound Order for the destination Warehouse and increase the corresponding Inventory.