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 Pick Ticket to pick inventory.
Update Picked Qty. on Transfer Orders manually
Add Items and update quantities on Transfer Orders as needed.
- Mass Allocate again.
Print Pick Ticket again to pick inventory.
- Quantity, Picked Qty. and Not Picked Qty. are printed 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