Overview
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This functionality allows the transferring of boxes in an orderly fashion from one location to another. In addition to this, the system saves and keeps track of the information and financial movements when transferring or deleting the product (this option only applies to boxes being transferred from one location to another). |
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| The information included in these types of orders is not reflected either in the company's dashboard nor reports. |
Transfer Items in Boxes
Once the initial setup is configured, the process of Transfers works as creating an invoice to any other customer. For more information on the initial setup, please refer to the Multilocation Transfer Setup article. Please follow the steps below:
- Go to Order Entry >Add Order.
- Fill out the required fields. For Location, enter the Location you are transferring the products from and for the Customer field enter the location name to where the products will be transferred to.
Once the order is Confirmed, it will be reflected in the Order Summary screen. To confirm the process was completed, a black checkmark icon within the actions column will be displayed, indicating the order was successfully transferred. When transferring boxes, the products go directly to the Staging Area of the receiving location. In this example, all of the products were transferred to the Riverside location.
Warning Once the products are transferred, the invoice in the location of origin will remain blocked and cannot be modified nor canceled, until the product is confirmed from the Staging Area of the receiving location to the Inventory.
When transferring boxes, the products go directly to the Staging Area of the receiving location. In this example, all of the products were transferred to the Riverside location.
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Description of the fields in the Staging Area of the Receiving Location:
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The aging of the product will remain the same after the transfer process based on the arrival date of the first location regardless the date when it arrives at the final destination. |