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

You no longer need to Allocate or Update Shipments
After a Transfer Order is created, print Pick Ticket to pick inventory.
During picking, write the acutal Picked Qty. on the PDF.
For Lot Tracked items, write Expiration Date on the PDF.
Update Transfer Order with the actual picked qty.
What about the Expiration Date????
The Pick Status on the Transfer Order is updated. Partiall Picked, Fully Picked, 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
- Lot Numbers are populated using FEFO.
- Users can manually override Lot Numbers to match the Expiration Date picked.
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
- Project Task is updated automatically when transfer orders are created or updated.
On the Project object:
- Project Object Used to Manage Funds