Understanding Transfer Orders

Transfer Orders in Zoho ERP are used to move items between warehouses within the same organization. They help businesses track inventory movement, maintain accurate stock levels across locations, and ensure proper documentation of internal stock transfers.

Use of Transfer Orders

Transfer Orders are used to transfer stock from one warehouse to another without involving a customer or vendor transaction. They are commonly used to replenish stock, balance inventory across locations, or relocate items for operational needs while keeping inventory records accurate.

Difference Between Intra and Inter State Transaction in Transfer Orders

Intra-state Transfer Order: When stock is transferred between warehouses located within the same state, the transaction is considered intra-state. Applicable taxes such as CGST and SGST may apply based on tax configuration.

Inter-state Transfer Order: When stock is transferred between warehouses located in different states, the transaction is considered inter-state. Invoice and bill for the transfer order will be generated for the source and destination locations respectively as it has different

Lifecycle of Transfer Order in Zoho ERP

The typical lifecycle of a Transfer Order in Zoho ERP includes:

• Draft – Transfer order is created but not yet transfered.

• Initiate Transfer - The transfer is initiated for the transfer order between the selected source and destination warehouses.

• In Transit – Items are shipped from the source warehouse.

• Transferred – Items are received at the destination warehouse and stock is updated.

Create Transfer Orders from Replenishments

When stock levels in a warehouse fall below the reorder point, you can create transfer order from the replenishment module to transfer the items from another warehouse to replenish the required items.

Edit Cost Price

Edit Cost Price allows you to modify the cost of an item during a transfer order to reflect updated valuation.