1. Click or tap the Merchandising Icon on the left hand side. Click or tap into Transfer Orders and click or tap Search.
2. The Transfer Order Detail Lookup screen will appear with a listing of all transfer orders to which the user’s role provides access.  The lookup contains the order number, order title, supplier, destination location, status, date created, and if has been placed.
3. Use the same techniques to search for a Transfer Order as the user would to search for any record in the system. Use the Search by drop down menu to select the base field for the user search. Enter the user’s search criteria in the Search bar, and click or tap Search. The user can, of course, filter and sort through by field and get the results the user desires.
4. Once the user have found the correct purchase order, click or tap the edit purchase orders button on the left of the Transfer Order and the Transfer Order Screen will appear.

1.  From the Transfer Order Icon the user will click or tap the Search button to bring up the Transfer Order Record Lookup.

2.  Filter through the Transfer Orders to find the user's desired order. The user will then click or tap Edit Transfer Order to the left of the order number.

As mentioned previously, the Transfer Order screen is similar to other records in the system, except the user will notice there is a totals line in the middle of the screen, indicating that this is a transactional screen rather than a basic record like an Item, or a Customer record. Let’s review each section of the Transfer Order. 

• Transfer Number - The automatically generated transfer order number which the transfer order is referenced.
• Status - The status of the Transfer Order:
  • Open - Has not been received.
  • Partial - Has been partially received.
  • Closed - Has been completely received or manually closed or canceled.
• Type - The type of Transfer Order that was created.
  • Inter-Location - Location to location transfer.
  • Standard - In from a manually noted source, or Out to a manually noted destination.
• Title - The title of the Transfer Order.
• From - the source location, supplier, or manually entered source.
• To - The destination location, supplier, or manually entered destination.
• Subtotal - The current subtotal of the Transfer Order, based on the items and costs included on the Transfer Order.
• Total - The current total of the Transfer Order, including Tax and Shipping, based on the items and costs included on the Transfer Order.

Transfer Order Details

The Transfer Order Details tab includes additional; fields related to the Transfer Order, which provides more details, including dates, shipping, and notes.

Let’s review the fields on the Details tab:

• Requisitioner - Individual requisitioning the Transfer Order or product(s.
• Confirming To - Individual receiving the Transfer Order or product(s).
• Freight - If being shipped via freight carrier the user can identify the carrier or other tracking information.
• Shipping Via - Shipping carrier preferred to be used to ship the Purchase Order (i.e. UPS, FedEx, etc.).
• FOB - Freight On Board (also can be Free on Board). FOB specifies which party (buyer or seller) pays for the shipment, loading costs, and where responsibility for the goods is transferred (at the point of shipment or point of delivery.
• Remarks - Comments or other notes about the Transfer Order.
• Terms - Payment terms for the Transfer Order (i.e. Net30, COD, etc).
• Date Required - Date in which the user requires the products on the Transfer Order be delivered. This can also be used for a Cancellation Date if desired.
• Transfer Date - Date of the Transfer Order. This is automatically set to the date the Transfer Order was created, but can be modified if necessary to reflect another date.

Transfer Order Content
The Transfer Order Content Tab is where the items being transferred are listed. This is also where the user would add items, make modifications to quantities or costs, or remove items prior to placing the Transfer.

On the top bar of the Order Content Tab there are two buttons;  Quick Add, and Item Search.

• Quick Add - The Quick Add button brings up a screen for adding items to the transfer order quickly and efficiently using a barcode scanner (must be keyboard wedge) or by typing in the SKU manually.  This will be discussed further in the Creating Transfer Order section of this section.
• Add Item - The Add Item button brings up a screen for adding items to the transfer order by filtering and sorting items. Multiple items can be added at one time. This is the preferred method for creating transfer orders using the manual transfer order function.  The Add Item function allows you to search for items, upload a .csv or .txt, or import a template.

At the bottom of the Order Details Tab, you will find various tools to help you navigate the transfer order. In many cases, depending on the number of items being order, the user will have multiple pages of items.

• Lines per page - The user can control the number of items that appear on each page using the lines per page setting. The user can choose from 10, 25, 50, 100, 250 or 500 lines per page. This makes it easier for the user to review items on the transfer order based on the user’s preferences.
• Page tool - The user can flip from page to page using the right and left arrows, or jump to a specific page by entering the desired page number on the page listing tool.

The main body of the Content Tab is a grid listing of the items currently on the Transfer Order. As with all lists within OpSuite the user can filter and sort each column to see the information in the format the user prefers.

Let’s review the columns (fields) in this item list:

• SKU - The SKU or Item Lookup Code for the items being transferred.
• Description - The item description for the item being transferred.
• Qty to Transfer - This is the quantity of the item that the user is requesting from the supplier.
• Qty Issued TD - This is the quantity of the item issued to date.
• Qty Received TD - This is the quantity of the item received to date
• Source QOH - The item’s current quantity on hand at the source location (only available on Inter-Location transfers).
• Destination QOH - The item’s current quantity on hand at the destination location (for reference only).
• Cost - The cost at which the item is being transferred.
• Price - The item’s current price (for reference only).
   

Other features in the Order Content tab include:

These counters will update when an item is modified or added to the Transfer Order.  To quickly see what items were modified or added, click the link, and only those that were modified or added will display.

Issuing and Placing The Transfer Order

Once you have saved your transfer order, you can then Place the transfer order.  There are 2 options:

 

• Place Transfer:  This will place the items on hold at the source location, and changing the status of the items at the destination location to On Order.
  • Once the transfer is Placed, you will see that the Issue Transfer becomes enabled.  Issuing the transfer will remove the item quantity from the source location and update the status of the items at the destination to On Order.
• Place and Issue All:  This will remove the items quantity from the source location, and change the status of the items at the destination location to On Order.