Agency Transfer Order Management

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.

How to process transfer orders

• Use views to manage workflows

  • Open

    • GoldFinch allocates inventory as soon as a transfer order is created

    • To remove allocations, you can check Do Not Allocate on the transfer order then save the order again.

    • Or you can use the Mass Deallocate function on the transfer order list.

    • To manage allocation on each transfer line,

      • Edit page - click Allocated Qty. then you can move allocation among open transfer lines.

  • Shipment Created

    • Only allocated quantities will be transferred to the shipment

    • Create a Pick Ticket to pick inventory

  • Update Shipment Pending

    • You can add more items or quantities after the Whse. Shipment is created.

      • Met Council adds fresh produce to the transfer order each morning

    • This field is checked when Transfer Order Quantity > Whse. Shipment Total Quantity

    • Click the Update Shipment button to update the Whse Shipment

  • Back Order

    • After a Whse Shipment is posted, you will not be allowed to add more items or quantities to a transfer order.

    • Back orders should not happen in Met Council.

  • All Shipped

    • When a Whse Shipment is posted.

  • Receipt Created

    • When a Whse Receipt is created by a pantry manager.

  • Partially Received

    • This should not happen????

  • All Received

    • When items are all received by a pantry

• Use Mass routines from the transfer order list

  • Mass Allocate

  • Mass Deallocate

  • Mass Update Shipment

  • Mass Create Receipt

  • Bulk update Closed field

How to manage funds

• Use Project to manage funds

  • Total Order Cost is 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?

• Mass Allocate transfer orders

• Allocate on a transfer order.

• Allocate by Item manually. Navigate to Item, then Allocation Management

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 you get updated quantities on the Whse Shipment, create another pick to process.

• Posting Whse Shipments

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

  • You can Close the transfer order and then post.

  • Or you can go back to the transfer order and click Update Shipment

  • Packing Slip can only be printed when a Whse Shipment is posted.

• You can mass post Whse Shipments