Content Comparison

How to create Transfer Orders?

• You can use the Agency Order Allocate page to mass-create or update transfer orders

  • Agency Order Allocation Page

• Create from Purchase Order Warehouse Receipts

  • These Purchase Orders are specifically allocated to certain agencies.

• Or you can enter transfer orders manually.

  • https://help.goldfinchcloudsolutions.com/goldfinch/create-a-transfer-order

• Choose Alternate Shipping and Shipping Contact

• When to email PDF?

How to process transfer orders

• Use List Views to allocate inventory, create shipments and update shipments.

  • https://help.goldfinchcloudsolutions.com/goldfinch/use-list-views-to-manage-transfer-orders

How to manage funds

• Use Project to manage funds

  • Total Order Cost is a rollup summary of each transfer line’s inventory cost.

  • This cost could be updated on the Whse. Shipment because of the FIFO costing method.

  • Project is filtered by Transfer-to Account field

How to update allocations, after you receive new inventory?

• Use the Pending Allocation list view.

  • https://help.goldfinchcloudsolutions.com/goldfinch/use-list-views-to-manage-transfer-orders

• Allocate by Item manually. Navigate to Item, then Allocation ManagementHow to management allocations?

  • https://help.goldfinchcloudsolutions.com/goldfinch/transfer-orders-allocation

How to pick and ship a transfer order?

• After a Whse Shipment is created, you can create a Pick Ticket to pick inventory from directed bins.

• Use Whse Shipment list to manage outbound shipments

• Print Picking Instructions.

• Post the Pick

• If After you post the pick, and if you get updated quantities on the Whse Shipment, create another pick to process.

• Posting Whse Shipments

  • https://help.goldfinchcloudsolutions.com/goldfinch/create-a-transfer-shipment

  • Whse Shipments cannot be posted if there are more items on the Transfer Order than Whse Shipment

  • Or you can go back to the transfer order and click Update Shipmentto update shipment

    • https://help.goldfinchcloudsolutions.com/goldfinch/update-a-transfer-shipment

  • Packing Slip will show all outstanding quantities on the transfer order.

• You can mass post Whse Shipments