Agency Transfer Order Workflow

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 Document to email Packing List to Shipping Contact

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.

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