Transfer Order

Transfer Order

Transfer Order is a transaction that captures internal warehouse transfer requirements. It is used when moving stock between storage locations, warehouses, or for internal movements such as staging, replenishment, or rebalancing.

A Transfer Order records the items, quantities, source and destination locations, and handling requirements. It links to a Warehouse Job for execution. Unlike Inbound and Release Orders, it typically does not involve external customers—it is for internal warehouse operations.

To access Transfer Order, go to:

Home > Warehousing > Transfer Order

1. Prerequisites

Before creating a Transfer Order, it is advised to set up the following:

• Warehouse Settings – Warehouses, storage locations
• Items (from ERPNext)
• Storage Location masters

2. How to Create a Transfer Order

1. Go to the Transfer Order list, click New.
2. Enter Order Date and select Warehouse (if multi-warehouse).
3. Add Items with quantities, source and destination locations.
4. Add Charges if internal transfer charges apply.
5. Save the document.

2.1 Statuses

• Draft – Order is being prepared
• Submitted – Order is confirmed (when submittable)
• Cancelled – Order has been cancelled

3. Features

3.1 Integration with Warehouse Job

Once a Transfer Order is confirmed, create a Warehouse Job and link it to this order. The job executes the transfer between locations.

4. Related Topics

• Warehouse Jobs Operations
• Inbound Order
• Release Order
• Storage Location