Transfer Order

A transfer order moves item inventory from one warehouse to another. Use it to replenish stock between warehouses, redistribute inventory, or support warehouse-to-warehouse operations.

Before you start

• You need the create:transfer-order and update:transfer-order permissions
• The source quant must have sufficient available quantity
• Both source and destination bins must belong to the same warehouse

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Step 1: Create the transfer order

1. In the sidebar, open Internal → Transfer Order and click ADD TRANSFER ORDER
2. Enter an order number — this must be entered manually (e.g., ITO-2406-0001)
3. Select the warehouse
4. Add notes if needed
5. Click Save. The order is created in DRAFT status

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Step 2: Add lines

Each line defines one stock movement:

1. Click Add Line
2. Select the source quant. This identifies the item, bin, and lot (if applicable) you are moving from
3. Select the destination bin, where the stock is going
4. Enter the quantity to move
5. Add line notes if needed
6. Click Save

You can add multiple lines to move several items or move the same item to multiple destinations in a single transfer order.

Note

Unlike inbound and outbound orders, transfer lines cannot be edited after the order is created. If you need to change a line, delete the order and start again.

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Step 3: Complete the transfer

When you are ready to physically move the stock:

1. Open the order and click Complete
2. Confirm

The order moves to COMPLETED immediately, with no intermediate status. The system:

• Deducts the moved quantity from the source quant
• Adds it to the destination quant (creating a new quant if none exists at the destination)
• For SERIAL/RFID items: updates each serialized unit record to point to the destination quant
• Records a bin_transfer inventory transaction for each line (recorded against the source quant)

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Common use cases

Putaway after receiving: once stock is in the dock bin, create a transfer order to move each line to its assigned storage bin.

Bin consolidation: if you have small quantities spread across many bins, create a multi-line transfer order to consolidate them into one location.

Zone rebalancing: move slow-moving stock to overflow storage, or move fast-moving stock closer to the picking area.

LOT-tracked moves: when selecting a source quant for a LOT item, each lot at a bin is a separate quant, so select the specific lot you want to move.