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 Shipping Contact, or to Electronic Document Recipients.

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

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