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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 - Standard Workflow

• Not Recommended

• Create a Transfer OrdersOrder

• AllocationsAllocate

• Create a Whse ShipmentsShipment

• Create and Post Picksa Pick

• Update the Transfer OrdersOrder

• Update Allocations

• Update the Whse ShipmentsShipment

• Create and Post another PicksPick

• Post the Whse ShipmentsShipment

How to Process Transfer Orders - Simplified Workflow

• Bypass Allocation, Update Shipment, and Create Pick One Bin, but use Shelf to identify steps

• Configure one Pick bin for the Main warehouse. Use the Shelf field on the Item page to identify the actual bins.

• After a Transfer Order is created, print click Print Pick Ticket to pick inventory.

• During picking, write the actual Picked Qty. on the PDF.For Lot Tracked items, write the Expiration Date picked qty. on the PDF.

• Update Transfer Order with the actually picked qty.

• What about the Expiration Date????Ignore Expiration Date tracking during picking. Lot Tracked items come in and out quickly.

• The Pick Status on the Transfer Order is updated . to Partially Picked, Fully Picked, or None Picked.

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

• Print Pick Ticket again to pick inventory.

  • Quantity, Picked Qty. and Not Picked Qty. are printed on the document

• Create Shipments

  • Only if the Pick Ticket Status is not required. All inventory must be in one Pick bin.Fully Picked.

  • Lot Numbers are populated using FEFO.Users can manually override Lot Numbers to match the Expiration Date picked.

• Batch Post Shipments.

How to Manage Funds

• Use Project to manage funds

  • Total Order Cost is a roll-up summary of each transfer line’s inventory cost

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

  • Project field is filtered by Transfer-to Account field

  • Project Task is updated automatically when transfer orders are created or updated.

• On the Project object:

  • Project Object Used to Manage Funds