Zoho Inventory

Help Docs

Transfer Orders

Transfer Orders allow you transfer stock from one warehouse to another, thereby greatly reducing the hassle of manually updating the stock levels.

Creating a new Transfer Order

To create a new Transfer Order,

New Transfer Order

New Transfer Order 2

Pro Tip: Instead of searching for the items from the list, you can select an item by scanning its barcode. When you scan the same barcode more than once, the quantity of the item gets incremented automatically.

Selecting multiple items

Fields in the Transfer Order page:
Field Description
Transfer Order# This is the unique identification number for the Transfer Order. This is a mandatory field and cannot be left blank.
Date The date of stock transfer.
Reason The reason why the stock is being transferred can be entered here.
Source Warehouse The warehouse from where the stock is being transferred.
Destination Warehouse The warehouse to which the stock is being transferred.
Quantity The amount of stock to be transferred.
Source Stock The current stock in the Source Warehouse.
Destination Stock The current stock in the Destination Warehouse.

New Transfer Order 2

Transfer Order After Update


Transferring items with serial numbers

Transferring items with serial numbers 1

Transferring items with serial numbers 2


Transferring batch tracked items

Transferring batch tracked items 1

Transferring batch tracked items 2


Tracking your Inventory Transfers

Businesses with multiple warehouses often transfer goods from one warehouse to another when they are immediately in need of supplies. Hence, it is essential for the warehouse managers to know exactly when they will receive the goods from the source warehouse to effectively manage sales and order fulfillment.

With the AfterShip integration, you can track your transfer order and receive real-time updates in the whereabouts of your stock.

Prereqisites:

  • You need to be integrated with AfterShip. Learn how.
  • You cannot track transfer orders for which you have already received the goods.
  • You can enable tracking for a transfer order only if you have shipped the goods via a carrier service.

To activate tracking on your transfer order:

Track Stock Transfer button on the transfer order

Send transfer order status notification 1

Send transfer order status notification 2

To view your transfer status:

A slider tab populating real time transfer status

Important Note: Even when the stock is delivered, you will have to manually record a receive on the transfer order as of now.


Receiving a Transfer Order

To receive a Transfer Order which is in transit,

Transfer Order Receive step 1


To print a Transfer Order,

Transfer Order Print


Swapping Warehouses in a Transfer Order

When creating a new Transfer Order, it is also possible to swap the positions of the Warehouses, i.e., from Source to Destination and vice-versa.

Swap Warehouses


Deleting a Transfer Order

To delete a Transfer Order,

Delete Transfer Order


Importing Transfer Orders

To import transfer orders,

Import Transfer Order 1

Import Transfer Order 2

Insight: To track your inventory transfers, you must integrate your Zoho Inventory organization with AfterShip. Learn how inventory tracking works here.

Import Transfer Order Tracking Details


Exporting Transfer Orders

To export Transfer Orders,

Export Transfer Order


Filtering Transfer Orders

You can apply filters to transfer orders to refine your results. Here, you can view the successful transfers by applying the ‘Transferred’ filter and the transfers that are still in progress with the ‘In Transit’ filter.

Filtering Transfer Orders by status


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