Multi-Location Transfer - Boxes

Overview


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).

 


Important

  • The information included in these types of orders is not reflected either in the company's dashboard nor reports.
  • 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. However, there is an option that allows admin users to edit already transferred orders, under certain conditions. For further information read Edit or Void Transferred Orders.
  • 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.

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:



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