Transfer Order

The Transfer Order module, located in the Materials group, allows items to be transferred between locations by either shipping or moving the items. Items can also be moved to the part's default location and replenished according to the part's reorder levels.

PROCESS

1. Create a transfer order

To create a transfer order, open the Transfer Order module and click the New button on the module toolbar.

Order types

Select the Type of transfer order from one of the following three options:

1. Ship - Items can be transferred to any specified location. To complete the transfer order, the items will be picked, packed, shipped, and received.
2. Move - Items can be transferred to any specified location. The items only need to be picked to complete the transfer order.
3. Putaway - Items are transferred to the part's default location within the specified location group. The items only need to be picked to complete the transfer order.

2. Add items

To add an item to a transfer order, type the part number or description into the Part field and press Enter. Items may also be added by clicking the File:Drop Down Arrow Icon Button.png Drop Down Arrow button or by clicking the Part Search button.

Click the Add Item button on the right to add a part, a miscellaneous item, or a kit.

Item types

Transfer order items have two types. The default type is Send. A send type item will leave the From Location and be sent to the To Location.

There is also an option to reverse the direction of the transfer by editing the item and changing the type to Receive. A receive type item will leave the To Location, and be received into the From Location.

If both Send and Receive type items are on a transfer order, a separate pick will be created for each location.

Edit items

To be edited, an item must have an Entered status. An item that has been partially picked will have a status of Partial and cannot be edited or deleted, even if it is on hold in the Picking module. The changes to the items will be saved when the transfer order is issued or saved. If any edits are made to a transfer order that has already been issued, Fishbowl will adjust the pick list.

To edit an item, double click on it or click the Edit Item button located on the component toolbar to the right. Modify the values as needed, and enter notes if desired.

3. Issue a transfer order

When all of the correct items have been added to the transfer order, click the Issue button in the module toolbar. Alternatively, the order can be saved in an Entered status and completed at a later time.

4. Fulfill a transfer order

• Move and Putaway orders are fulfilled once the picking process is finished. Click the To Pick button to open the current order in the Picking module.
• A Ship type order will need to be shipped in the Shipping module and received in the Receiving module before it is fulfilled.

FUNCTIONS

Module buttons

New creates a new transfer order.

Issue toggles the Issued status of the transfer order.

Request replaces the Issue button if a user doesn't have access to a location group selected on the order. When users create orders, only the location groups they have access to will be listed on the Owner side of the order. The Owner checkbox is used to show which location group requested the order. After an order is requested, it can then be issued by a user with access to the location group that is not marked as Owner.

Save saves any changes made to the transfer order.

Delete deletes the transfer order if it is in an Entered status. Issued orders can be unissued to return them to the Entered status.

Void replaces the Delete button when an order has an Issued status. The order will be voided, but not deleted.

Close Short replaces the Delete button when an order has been partially fulfilled. This button will close short the unfulfilled portion of the order.

Replenish automatically replenishes inventory by using part reorder level quantities.

Putaway creates a transfer order that will return parts to their default location within the specified location group.

To Pick opens the current transfer order in the Picking module.

To Receive opens the current transfer order in the Receiving module.

Duplicate creates a copy of the transfer order. The order number will automatically be assigned, and the new transfer order will have an Entered status.

Email opens a window to compose an email. If the module's default report is specified, the PDF report will be attached. Email can be configured on the Email tab of the Settings module.

Print sends the default module report to the printer.

How To opens this article in a web browser.

Refresh reloads whatever is currently open in the module.

Fulfill a miscellaneous item

A miscellaneous item is an item that is not tracked in inventory but can be added to an order. To add a miscellaneous item, click the Add Item button on the right and enter a part number, description, UOM, and any other desired information. A miscellaneous item can be fulfilled by highlighting the item and clicking the Fulfill button to the right. The Fulfill button is enabled once the order is issued, and can also be accessed by right-clicking a miscellaneous item. The transfer order must be saved after an item has been fulfilled.

In the case of a Ship type transfer order, the miscellaneous items will be fulfilled in the Receiving module.

Order details

The Details tab displays additional details about the transfer order.

Order history

The History tab shows a log of actions taken upon the currently displayed transfer order. Prior to saving a transfer order, the history is blank. Once entries are available, they will be in chronological order. The columns may be moved and resized by clicking and dragging the column headers and moving the dividers between them.

The Comment column displays a description of the event or action performed. Some rows in the history will have a link to a related item.

Replenish wizard

Follow the steps below to use the Replenish wizard, which creates an order that will transfer inventory from one location group to a different location group.

1. Click the Replenish button on the module toolbar.
2. Select if you'd like to Ship the inventory or Move the inventory.
   • Ship type orders will be picked, shipped, and then received.
   • Move type orders will only be picked.
   
3. Click Next and select the location group the inventory is coming From and the location group that the inventory is being transferred To.
   • The To location group will be used for calculating the quantities needed based on each part's reorder points.
   • The Owner checkbox is used to show which location group is requesting the order.
   
4. Click Next to proceed to the final step of the wizard where the part filters and the date range filter can be used as described below.
   • Include parts with no ROP/OUL - This option will treat parts with no reorder points as if they were set to 0/0.
   • Hide parts set to Always Manufacture - This option will exclude parts that have a Build to Order BOM.
   • Hide configurable parts - This option will exclude parts that have a BOM with variable quantities or option groups.
   • Date Range Filter - This lets you add items that are expected to fall (or have already fallen) under their reorder point based on current inventory quantities and historical sales data within a specific amount of time. You can select a start and end date for the range, or you can select one of several predefined ranges, such as This Quarter.
   
5. Click Finish to create the transfer order. Parts will be automatically added to the order based on their reorder points, the inventory in the selected location groups, and the filters selected on the last step of the wizard.
6. You can also manually add any parts to the order and then use the Issue button on the module toolbar to issue the order. If the From Location Group doesn't have enough inventory, the resulting pick will be short.
7. Ship type orders will be fulfilled after they have been picked, shipped, and received.
8. Move type orders will be fulfilled after they have been picked.

MODULE OPTIONS

Some aspects of the Transfer Order module can be customized by opening the module, clicking the Tools menu, and then selecting Module Options.

Module Options General tab

• Next Number

The characters entered in this field will be used as the next order number. Every time a new order is created, the final group of numbers will be increased by one. For example, Pier1-Order99-LA will be incremented to Pier1-Order100-LA.

• Transit Location Group

While inventory is being shipped between two location groups, it will be temporarily placed in a Transit location. The transit location can be created in the To location group or the From location group of the transfer order.