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 Packing List to Shipping Contact

How to Process Transfer Orders

• Do Not Allocate is turned on Company-Wide

• Include Pending Receipts in turned-on Company-Wide.

• Mass Allocate Inventory to multiple Transfer Orders

• Print Packing Slip to pick and pack inventory.

• Update Picked Qty. on Transfer Orders manually

• Add Items and update quantities on Transfer Orders as needed.

  • Mass Allocate again.

• Print Packing Slip again to pick and pack inventory.

  • Both Quantity and Picked Qty. are printed on the document

  • Display Not Fully Packed on the document

• Mass Create Shipments

  • Lot Numbers are populated using FEFO.

  • Users can manually override Lot Numbers.

• Batch Post 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

• On the Project object:

  • Project Object Used to Manage Funds