Transfer Orders
Table of Contents
- 1. Use Cases — 3 common scenarios
- 2. Features — Transfer Flow / Filter / List / Create
- 3. FAQ — 8 FAQs + Notes
- 4. Related Features
1. Use Cases
Quick Links: Move a fast-selling product to another warehouse | Track transfer progress | Filter by merchant
Scenario 1: Move a fast-selling product to another warehouse
Situation: Orders in the north are surging and the Taipei warehouse is nearly out of a product, while the Kaohsiung warehouse still has plenty. The warehouse supervisor decides to transfer 200 units from Kaohsiung to Taipei.
Steps:
- Click the "New" button in the upper right corner
- Select the merchant, then choose the "Source Warehouse" (Kaohsiung) and "Destination Warehouse" (Taipei)
- Add transfer items: select the product and enter the quantity; to transfer a specific batch or expiration date, switch to "Select Batch" mode and pick the inventory directly
- Optionally fill in the "ETA" and "Remarks", then click "Save"
Result: The transfer order is created and you are taken to its details page. The status is "Allocated" and the 200 units in Kaohsiung are reserved, waiting for picking and shipping.
Scenario 2: Track transfer progress
Situation: Your supervisor asks whether last week's transfer to the Taipei warehouse has arrived, and you need to check the current progress of that shipment.
Steps:
- Select "In Transit" in the "Status" filter
- Or enter the transfer order number directly in the search field
- Click the transfer order name to view details
Result: The details page shows the "Shipped At" time and "ETA"; if the destination warehouse has started receiving, the inbound under "Related Documents" shows the current receiving progress.
Scenario 3: Filter by merchant
Situation: A merchant is doing month-end reconciliation and you need to review all of that merchant's transfer records for the month.
Steps:
- Select the target merchant in the "Merchant" filter
- Optionally combine with the "Status" filter to narrow down results
Result: The list displays all transfer orders for that merchant, sorted by "Created At" from newest to oldest by default; click a column header to change the sorting.
2. Features
Transfer orders move products from one warehouse to another. When one warehouse is running low while another has surplus stock, create a transfer order here and track the full journey — shipping out of the source warehouse, in transit, and receiving at the destination warehouse. If this is your first time, click the question-mark icon next to the page title to read the "What is a Stock Transfer Order?" walkthrough.
Quick Jump: Transfer Flow | Filter Section | Data List | Create Transfer Order
2.1 Transfer Flow
Once a transfer order is created, the system automatically connects the outbound work at the source warehouse with the inbound work at the destination warehouse — you do not need to create those documents manually:
- Create the transfer order: The system immediately reserves inventory at the source warehouse and automatically creates a fulfillment. Reserved inventory cannot be used by other orders, guaranteeing the transfer goods can ship.
- Ship from the source warehouse: Pickers pick the goods following the regular outbound flow; once picking is done, go back to the transfer order details page and click "Complete Shipment". The status changes to "In Transit" and the system automatically creates an inbound at the destination warehouse.
- Receive at the destination warehouse: The destination warehouse verifies and shelves the goods following the regular inbound flow; once receiving starts, the status changes to "Receiving".
- Done: After the inbound is fully received, the transfer order automatically becomes "Done" and the inventory officially moves into the destination warehouse.
Apart from clicking "Complete Shipment", all statuses advance automatically as the work happens — no manual status changes needed.
Status Descriptions:
| Status | Description |
|---|---|
| Allocated | Transfer order created; inventory at the source warehouse is reserved, waiting for picking |
| Out of Stock | The reserved inventory became insufficient due to stocktaking, stock adjustments, etc.; once stock is replenished, the order automatically returns to "Allocated" |
| Picking | The source warehouse is picking the products |
| In Transit | Products have shipped out of the source warehouse and are on the way; an inbound has been created automatically at the destination warehouse |
| Receiving | The destination warehouse has started verifying the received products |
| Done | Receiving is complete; the inventory has moved into the destination warehouse |
| Canceled | The transfer order has been canceled and the reserved inventory released |
2.2 Filter Section
| Filter | Purpose | How to Use |
|---|---|---|
| Status | Filter by transfer progress | Select one or more statuses from the dropdown |
| Merchant | Filter by merchant | Select from the dropdown; multiple selections allowed |
| Search (No./Name) | Keyword search | Enter the transfer order number or name; partial keywords are supported |
📌 Note: If your system serves only a single merchant, the merchant filter and merchant column are not displayed.
2.3 Data List
| Column | Description | Sortable |
|---|---|---|
| Status | Current progress, displayed as a colored tag | No |
| Name | The transfer order name, with the transfer order number shown underneath; click to view details | Yes |
| Merchant | The merchant who owns the products | No |
| Source Warehouse | The warehouse the products are being moved from | No |
| Destination Warehouse | The warehouse the products are being moved to | No |
| ETA | Expected arrival date at the destination warehouse | Yes |
| Created At | When the transfer order was created; the default sort, newest first | Yes |
2.4 Create Transfer Order
Click the "New" button in the upper right corner to open the create page. First select the merchant at the top of the page, then fill in the following fields (fields marked with * are required):
| Field | How to Fill | Notes |
|---|---|---|
| Transfer Order No. | Enter your own number, or click "Suggest Name" to get a system-suggested one | If left blank, the system generates one automatically |
| *Source Warehouse | Select from the dropdown | Must be selected before you can choose the destination warehouse and transfer items; cannot be changed after saving |
| *Destination Warehouse | Select from the dropdown | Cannot be the same as the source warehouse; cannot be changed after saving |
| ETA | Pick a date from the calendar | Only today or a future date can be selected |
| Remarks | Optional; enter any additional notes | — |
| Transfer Items | "Manual Input" mode: select the product, inventory type and quantity, and the system allocates stock automatically; "Select Batch" mode: pick specific batches or expiration dates from the source warehouse inventory | At least one item is required; quantities cannot exceed the available inventory at the source warehouse |
When done, click "Save" to be taken to the transfer order's details page; to create several in a row, click "Save and Add Another" instead. If the source warehouse does not have enough available inventory, an error message appears and the order cannot be created.
3. FAQ
3.1 FAQ
▪ What's the difference between transfer orders and stock adjustments?
Transfer orders move products between different warehouses, with actual picking, shipping, and receiving work; stock adjustments correct inventory quantities within a single warehouse, with no cross-warehouse movement.
▪ Can I edit a transfer order after creation?
Only in "Allocated" status: open the details page and click "Edit" to adjust the ETA, remarks, and transfer items. The source and destination warehouses cannot be changed — if you picked the wrong warehouse, cancel the order and create a new one.
▪ Can transfer orders be canceled?
It depends on the status: "Allocated" and "Out of Stock" can be canceled directly; "Picking" requires clearing the picking tote first; "In Transit" can be canceled as long as the destination warehouse has not started receiving, and canceling also cancels the destination inbound; "Receiving" and "Done" cannot be canceled. After cancellation, the reserved inventory is released immediately.
▪ Can a canceled order be restored?
Yes. On a canceled transfer order's details page, click "Reopen". The system re-reserves the inventory and returns the order to "Allocated"; if the source warehouse no longer has enough stock, an error message appears and the order cannot be reopened.
▪ Why does the status show "Out of Stock"?
It means the originally reserved inventory has become insufficient due to stocktaking, stock adjustments, or similar reasons. Once the source warehouse's stock is replenished, the transfer order automatically returns to "Allocated" — no need to recreate it.
▪ Why hasn't the destination warehouse inventory increased?
Check whether the transfer order status is "Done". To keep records consistent with physical stock, the products must be verified and shelved at the destination warehouse before the inventory is officially added.
▪ Can I view the product details of a transfer order?
Yes. Click the transfer order name in the list to open the details page, where you can see each transfer item's SKU, product name, inventory type, quantity, batch, and expiration date, as well as the related fulfillment and destination inbound.
▪ How do I know when products will arrive?
Check the "ETA" column. This date is set when creating the transfer order; actual arrival time may vary depending on shipping conditions.
3.2 Notes
⚠️ Important
- When a transfer order is created, the system immediately reserves inventory at the source warehouse; the order cannot be created if available inventory is insufficient
- Reserved inventory cannot be used by other outbound orders until the transfer is completed or canceled
- The source warehouse and destination warehouse cannot be the same
- The destination warehouse must complete receiving before the inventory is officially added
4. Related Features
| Feature | Description | Link |
|---|---|---|
| Fulfillments | Picking and shipping work for transfer goods at the source warehouse | Go |
| Inbound List | Receiving work for transfer goods at the destination warehouse | Go |
| Stock Inquiry | View inventory status across warehouses | Go |
| Stock Adjustments | Adjust inventory quantities within a single warehouse | Go |
| Warehouses | Manage warehouse information | Go |