Transfer Orders
A transfer order is a planned movement of inventory from one warehouse to another. Unlike a generic stock movement, transfer orders include logistics tracking — shipping method, tracking numbers, and estimated arrival times — making them ideal for managing inter-warehouse shipments.
Transfer Order Lifecycle
Transfer orders move through stages that mirror the physical process of shipping goods between warehouses:
DRAFT --> PICKING --> IN TRANSIT --> RECEIVING --> COMPLETED
\-> CANCELLED
| Status | What is happening |
|---|---|
| Draft | The transfer is being planned. Source and destination warehouses are set, items are listed, but nothing has physically moved. |
| Picking | Items are being collected from their locations in the source warehouse. |
| In Transit | Items have left the source warehouse and are on their way to the destination. |
| Receiving | Items have arrived at the destination warehouse and are being checked in. |
| Completed | All items have been received and verified. Stock has been moved from source to destination. |
| Cancelled | The transfer was cancelled. Any picked items are returned to their original locations. |
Creating a Transfer Order
- Go to Transfers in the sidebar under Inventory and click Add Transfer.
- Fill in:
- Transfer Number — a unique identifier (e.g.,
TRF-2026-001). - Source Warehouse — where the goods are coming from.
- Destination Warehouse — where the goods are going (must be different from source).
- Estimated Departure — when you expect the shipment to leave.
- Estimated Arrival — when you expect the shipment to arrive.
- Shipping Method — how the goods will be transported (e.g., company truck, courier, freight).
- Tracking Number — the carrier’s tracking reference, if applicable.
- Transfer Number — a unique identifier (e.g.,
- Save the transfer order.
Logistics Tracking
Transfer orders track four key timestamps:
| Field | When to set it |
|---|---|
| Estimated Departure | When planning the transfer — your expected ship date. |
| Estimated Arrival | When planning — your expected delivery date at the destination. |
| Actual Departure | When the goods physically leave the source warehouse. |
| Actual Arrival | When the goods physically arrive at the destination warehouse. |
Comparing estimated vs. actual dates helps you identify delays and improve logistics planning over time.
Transfer Lines
Each transfer order contains lines listing the specific items being moved:
- The product or variant being transferred.
- Source and destination locations within the respective warehouses.
- Quantity Requested — how many items should be transferred.
- Quantity Picked — how many items have been collected from the source.
- Quantity Received — how many items have been checked in at the destination.
Discrepancies between picked and received quantities (e.g., from transit damage or miscounts) are automatically flagged.
Tip: For routine transfers between the same pair of warehouses, establish a consistent transfer number format (e.g.,
TRF-ALG-ORN-001) to make them easy to search and filter.