Create Transfer Order

In this help document, you’ll learn the different methods to create transfer order in Zoho ERP.

Prerequisite:

Enable the Transfer Orders module under Inventory in Settings.
You must have at least two warehouses in Zoho ERP to be able to transfer stock.

To create a transfer order:

Go to the Inventory module on the left sidebar.
Navigate to Warehouse Operations on the top Module bar.
Click Transfer Orders from the dropdown.
Click +New in the top right corner.
Enter the required details.

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 the stock is being transferred can be entered here.
Source Warehouse/Location	Select the warehouse/location from where the stock is being transferred.
Destination Warehouse/Location	Select the warehouse /location to which the stock is being transferred.
Source Stock	The current stock count in the Source Warehouse/Location.
Destination Stock	The current stock count in the Destination Warehouse/Location.

Select the required items from the Items table. The Current Availability column displays the available stock quantity at the source and destination location.
Enter the transfer quantity.
- If the item in the transfer order is serial-tracked, click Select Serial Numbers.
- If the item is serial and bin-tracked, click Select Serial Numbers and Bins.
- If the item is batch-tracked, click Select Batches.
- If the item is batch and bin-tracked, click Select Batch and Bins.
- If the item is bin-tracked, click Select Destination Bins.

Pro Tip: Instead of searching for the items from the list, you can add items in bulk or scan its barcode. When you scan the same barcode more than once, the quantity gets incremented automatically.

Click Upload File to attach relevant documents for the transfer order.
Click either of the options,
- Save as Draft - Save the transfer order as a draft.
- Initiate Transfer - Start a transfer and receive it later. The transfer order’s status will be set as In Transit, and the stock receipt has to be done manually.
- Mark as Transferred - Click the arrow near Initiate transfer to transfer the stock right away. This option can be used to record a stock transfer that has already taken place.
  Note: For Transfer Orders created between different GSTINs, only the Save as Draft option will be available.

Transfer Bin and Advanced Inventory Tracked Items

If the items in a transfer order are bin-tracked or advanced inventory-tracked items (such as batch- or serial-tracked items), you must select the appropriate bin locations or batch/serial numbers while drafting or initiating the transfer order. This ensures accurate tracking of item movement between warehouses and maintains precise inventory records at every stage of the transfer.

Transfer Serialized Items

To transfer serialised items,

Enter the required details.
Add a serial tracked item and specify the Transfer Quantity.
Click the Select Serial Numbers under the quantity of the respective item.
Click the Serial Number Dropdown and select the serial numbers.
Click Save.

Transfer Serialized Bin Items

If the destination location is bin enabled,

Enter the required details.
Click Select Serial Numbers and Bins.
Click the Serial Numbers dropdown to select the serial numbers.
Select the destination bin to receive the serialised items by clicking the Bin dropdown.
Click +New Row to add items in a different bin in the destination location.
Once done, click Save.

Transfer Batch Items

To transfer batch-tracked items:

Enter the required details.
Add the batch-tracked item and specify the quantity to transfer.
Click Select Batches under the quantity field of the respective item.
Choose the batches and specify the quantity picked from each batch to match the total units in the order.
Click the Source Batch Reference dropdown, select the existing batches in the source warehouse.
The batch will be reviewed, in the destination will be displayed in Destination Batch Reference.
Enter the Quantity Out for the selected source batch. You can view the balance items in the batch below.
Click + Select Another Batch to add more batches, if required.
Once done, click Save.

Transfer Bin and Batch Tracked Items

To transfer bin and batch tracked items,

Enter the required details.
Add the batch-tracked item and specify the quantity to transfer.
Click Select Batch & Bins under the quantity field of the respective item.
Click the Source Batch Reference dropdown, select the existing batches in the source warehouse.
The batch will be reviewed, in the destination will be displayed in Destination Batch Reference.
Enter the Quantity Out for the selected source batch. You can view the balance items in the batch below.
Select the Destination Bins to receive the items.
Click + Select Another Batch to add more batches, if required.
Once done, click Save.
Click Save as Draft.

Bin Tracked Items

If the item is bin-tracked and advanced inventory tracking is not enabled,

Enter the required details.
Add the batch-tracked item and specify the quantity to transfer.
Click Select Destination Bins under the quantity field of the respective item.
Click the Bin Location dropdown, select the items in the warehouse.
The batch will be reviewed, in the destination will be displayed in Destination Batch Reference.
Enter the Quantity for the selected source bin to receive.
Click + New Row to add more bins, if required.
Once done, click Save.