Transfer orders

A transfer order is a document requesting inventory transfer between your company's storage locations. It can also request inventory write-off.

Transfer orders help you plan inventory movements accurately and ensure that the required quantities are available in the correct storage locations.

The document can have the following operations:

Transfer. Request inventory transfer between your company's storage locations (warehouses, departments, and points of sale).
Charge to expenses. Request inventory write-off and allocation of related expenses to a specific department.
For example, write-off of damaged inventory items that were in use in a department.

To record inventory write-off without allocating the related expenses to a department—for example, during stocktaking—register an inventory write-off document instead.

Transfer orders can be used in the following processes:

Process	Description
Quote-to-cash	Request transfer of goods from storage location to point of sale.
Procure-to-pay	Request transfer of goods from point of purchase to storage location.
Service-to-cash	Request transfer of materials from storage location to work site.
Production	Request transfer of components from storage location to production site. Request transfer of manufactured products from production site to storage location.
Assembly	Request transfer of components from storage location to assembly site. Request transfer of assembled products from assembly site to storage location.
Disassembly	Request transfer of products from storage location to disassembly site. Request transfer of disassembled components from disassembly site to storage location.
Subcontracting services provided	Request transfer of components from storage location to production site. Request transfer of manufactured products from production site to storage location.

To record actual inventory movement or write-off, register an inventory transfer. You can quickly generate it based on a transfer order.
To change inventory reservation for your transfer order, register an inventory reservation document. You can quickly generate it based on a transfer order.

1C:Drive stores all transfer orders in the Transfer orders list. To open it:

Go to Warehouse.
Under Warehouse, click Transfer orders.

In this list, you can perform the following actions with transfer orders:

For the detailed description of transfer order fields, see Transfer order fields.

To analyze transfer orders, use the following reports:

Report	Description	How to open
Transfer order analysis	Shows ordered, shipped, remaining to ship, reserved, and not allocated quantities of products included in transfer orders.	1. Go to Warehouse 2. Under Reports, click Transfer orders analysis.
Transfer orders statement	Shows quantities of products already transferred and quantities yet to be transferred between storage locations within the selected period.	1. Go to Warehouse 2. Under Reports, click Transfer orders statement.
Inventory flow calendar	Shows planned receipts and shipments of products by order and date within the selected period.	1. Go to Warehouse 2. Under Reports, click Inventory flow calendar.