You can enter agency transfer orders manually one by one, or you can use Agency Order Allocation to mass create or update transfer orders.
On the left side of the page, you will all items and UOMs that On Hand Qty. or On PO Qty.
Click on the Item No. to navigate to the Item page.
You can search by Item No, Item Category, Item Description, or Warehouse Name.
On the right side of the page, you will see all agency warehouses.
At the end of Warehouse Name, you will No. of open transfer orders in ().
Open Transfer Orders, are Document Status, Open, Shipment Created, and Closed is not checked
You can only one open transfer orders per Warehouse. If not, you will not be able to update the Transfer Order
Merge or delete transfer orders before you continue using this function.
Click on the Warehouse to navigate to the agency account set up on the Warehouse.
Enter or update Quantities under each warehouse.
Available cannot be negative.
When Update, GoldFinch does several checks
Available cannot negative
One warehouse can only have one open transfer order.
New quantity cannot be less than the quantith that is on Whse. Shipment Line
If new quantity is less than the allocated qty, GoldFinch will reduce the allocated qty.