CUSTOMERs -> Other Transactions -> Transfer Orders -> New

TRANSFER ORDER MAIN SCREEN

Fill-out the following fields:

Note: Fields with red asterisk (*) are required to be filled-out.

PRIMARY INFORMATION

1. Date*
2. Subsidiary*
3. Remarks

SEGMENTATION
(Click on the arrow down button at the end of the field for the drop down to list the available
locations)

4. FROM LOCATION (this is from where the stock is coming from)

5. TO LOCATION (this is where the stock is to be transferred)

TRANSACTION INFORMATION

6. EMPLOYEE (this must be BLANK)

7. INCOTERM (Choose DAP)
8. NOTES (if you have any specific instructions, you may place it here. There is no character limit.)

In the ITEMs tab, you may click on the Add Multiple button if you have more than 1 SKU to be
transferred.

Once you clicked on the Add Multiple button, the Choose SKU dialogue box will pop up.
Choose the items from the Click Selection to Add list on the left side of the dialogue box to include them
on the Current Selections on the right side then click DONE once you have listed all the SKUs to be
transferred.

Once you clicked the DONE button, selected SKUs will automatically populate the Items table.

You may also add the SKU to be transferred by typing in or by clicking the double arrow down icon at the
end of the SKU field and choose between List (this will list down all the items you can choose from) or
Search (this will look-up for the item depending on the specified criteria).

Once you have entered the item details, click on the Add button to include the item in the Items table.

Please take note that you can only transfer items with available quantity. In case the item you selected
do not have an available quantity a message will prompt:

Please do not forget to enter the Inventory Details by clicking on the box icon and enter the Lot
Number and quantity of the item and click ADD to include the item then click OK.
Once you have entered all the items to be transferred, click on SAVE.

A confirmation message with the Transfer Order No. will appear at the top of the screen once the
Transfer Order is successfully created and save.