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.

• You can also enter Transfer Orders manually

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

• Choose Alternate Shipping and Shipping Contact

• Click Send Documentto email Shipping Contact, or to Electronic Document Recipients.

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

• On the Project object:

  • Project Object Used to Manage Funds

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

• Refer to this page for help with managing allocations

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

How to Pick and Ship a Transfer Order

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

• Use the 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

  • You may also go back to the Transfer Order to update the 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