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How to create Transfer Orders
?You can use the Agency Order Allocate page to mass-create or update transfer orders
Create from Purchase Order Warehouse Receipts
These Purchase Orders are specifically allocated to certain agencies.
Or you can enter transfer orders manually.
Choose Alternate Shipping and Shipping Contact
When to email PDF?
How to process
transfer ordersTransfer Orders
Use List Views to allocate inventory, create shipments and update shipments.
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.
How to management allocations?
How to pick and ship a
transfer order?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
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 to update shipment
Packing Slip will show all outstanding quantities on the transfer order.
You can mass post Whse Shipments
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