Create a transfer order
Create a transfer order to move one or more assets from a source stockroom to a destination stockroom.
Before you begin
Role required: inventory_user
The inventory_user, asset, or procurement_user role can only access the Transfer Order [alm_transfer_order] reports. You must activate the Procurement (com.snc.procurement) plugin for the inventory_user, asset, and procurement_user roles.
Procedure
Navigate to All > Inventory > Transfer Orders > Create Transfer Order.
In the From Stockroom list, select a stockroom from which you want to ship the items.
In the To Stockroom list, select a stockroom where you want to ship the items.
Note: If you select the same stockroom in both the From Stockroom and To Stockroom fields, the transfer order automatically moves from Draft to Received when a transfer order line is added.
Select a date and time for the delivery from the Delivery by date date picker.
Select Submit.
Result
Transfer order record is created.
What to do next
Create transfer order lines to specify the items that the transfer order comprises of.
Parent Topic:Transfer order tasks
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