I. Business Use Case Examples

As one of the core documents in channel management, the primary purpose of a Transfer Order is to balance inventory supply and consumption across channels. In real-world channel transaction scenarios, each channel Warehouse serves users within a specific geographic area. The inventory level of a Warehouse should align with the purchasing demand of these users. If local supply capacity is insufficient or delayed, inventory transfers become necessary.

II. Creating a Channel Transfer Order

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• Log in to the CRM, search for “Channel Transfer Order,” and click to access the list page.
• Click the “New” button in the upper-right corner to create a Channel Transfer Order.

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• When creating a Transfer Order, first select the source Warehouse (transfer-out) and destination Warehouse (transfer-in). The transfer quantity in the order details can be modified, indicating the number of Products to be moved from the source Warehouse. Once the Transfer Order is approved, the Products are deducted from the source Warehouse and added to the destination Warehouse, completing the transfer process.
• Transfer-out Products: The data is pulled from the available Inventory in the selected source Warehouse, and the Product status must be “Active.” The transfer quantity cannot exceed the actual Inventory quantity; otherwise, the transfer cannot proceed.
• Transfer Confirmation & Receiving: You can configure automatic or manual confirmation. If set to automatic, the system will generate an Outbound Order for the source Warehouse (deducting Inventory) and an Inbound Order for the destination Warehouse (adding Inventory) upon confirmation.
• Fixed Approval Workflow: You can create an approval workflow in the Approval Process Management. The Transfer Order will automatically trigger and execute the workflow upon creation. For details, refer to Approval Process Management.
• Notes: A Transfer Order can be referenced by related objects regardless of its approval status. Once approved, it cannot be modified or revoked and supports printing.

III. Transfer Outbound & Confirmation of Receiving

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• Transfer Outbound: When a Channel Transfer Order is confirmed, the system automatically creates a Channel Outbound Order for the source Warehouse and deducts the corresponding Inventory.
• Transfer Confirmation & Receiving: By default, the system does not automatically confirm receiving. After the Channel Transfer Order is confirmed, you can manually click “Confirm Receiving” in the upper-right menu of the order details page. The system will then create a Channel Inbound Order for the destination Warehouse and increase the corresponding Inventory.