Transfer Order
From Fishbowl Inventory
| Training Videos | |
|---|---|
|
Transfer Order Overview Auto Putaway | |
| Related Pages | |
|
Transfer Order Module Options Sales Order Shipping Inventory |
The Transfer Order module 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.
Contents |
Create a Transfer Order 
To create a Transfer Order, you must first be in the Materials Module Group | Transfer Order Module. Click New 
from the Module Toolbar. A blank Transfer Order will have been created on the Main Screen with the Default Location Groups entered into the To and From boxes.
Order types
Select the type of Transfer Order from one of the following three options:
- Ship - Items can be transferred to any specified location. To complete the Transfer Order, the items will be picked, packed, shipped, and received.
- Move - Items can transferred to any specified location. The items only need to be picked to complete the Transfer Order.
- 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.
Add items
The next step in creating a Transfer Order is to add items. This may be done by selecting items from the Part dropdown list 
, the Part Search 
, the Add Part, or the Add items icon.
You may also add a Miscellaneous item by selecting the Add Misc Item 
icon located on the Component Toolbar. Once items have been added, they may be edited 
or deleted 
if necessary by using the corresponding icons on the Component Toolbar.
Edit items
You can edit items that are not yet in Picking status. The item must have a status of Entered. An item that has been partially filled, and is short, will have a status of Partial and cannot be edited (or deleted), even if it is on hold in the Pick module. The changes to the items will be saved when you either Issue or Save the Transfer Order If you edit a Transfer Order that has already been issued, Fishbowl will adjust the pick list(s). To edit an item use the Edit Item icon located on the Component Toolbar.
Double-click the item to be edited, or click/highlight the item and choose the edit icon. The TO Item Details window will be displayed. Modify the values as needed, and enter notes if desired. When all of the necessary modifications have been made, press Enter or click OK.
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.
Issue a Transfer Order
When all of the correct items have been placed on the Transfer Order, you may either Save or Issue the order by using the icons located on the Module Toolbar. If the order has been saved, it will remain in the Transfer Order module as an Entered status to complete at a later time.
Pick a Transfer Order
Once the order has been Issued, the order will be changed to an Issued status, and will be moved to the Picking Module. The pick can be opened by clicking the Pick button at the top of the module.
Fulfill a Transfer Order
A Transfer Order with a Move or Putaway type will be completed once the Picking process is finished. A Ship type order will need to be shipped in the Shipping Module and received in the Receiving Module before it is fulfilled.
Fulfill a Misc. Item
A miscellaneous item can be fulfilled in the Transfer Order module by highlighting the item and clicking the Fulfill Item button to the right. The Fulfill Item 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 be fulfilled in the Receiving Module.
Order History
The History panel shows a log of the actions taken upon the currently displayed Transfer Order. Prior to saving a Transfer Order, the History panel is blank (because the Transfer Order has no history). Once entries are available, they will be in chronological order; However, you can change the order by clicking on the column headings. And, of course, you can also size and move the columns.
The Comment column is where the name of the entry will be displayed. Typical values here are “Created,” “Issued,” “Pick (pick#) created,” and “Fulfilled.” The procession of entries depends upon the type of Transfer Order, its progress and path through Fishbowl, and the actions taken upon it.
The History panel is for displaying information; none of the fields or values will be editable. This panel will also provide links to the Transfer Order’s pick list(s) in the Picking module.
Replenish Wizard
In the Transfer Order Module, you have the option to Replenish inventory through a Transfer Order. First, choose the Replenish icon from the Module Toolbar. The Create Transfer Order: Replenish Wizard will be displayed where you will have the option to either Ship or Move the inventory to your chosen Location. If the order is shipped, the order will be sent to the shipping module. If the order is to be moved, it will not be shipped.
Step 2 of the wizard requires the user to enter the To and From Locations of where the inventory is being pulled from and where the inventory is to be sent. The To Location Group will be used for not only moving Inventory into, but also for calculating the Quantities to use through each part's Reorder Points.
Step 3 of the Create Transfer Order wizard will provide the user with the option to apply part filters and Fulfillment Date filters. Choose Finish to complete the wizard. If the order was sent to be shipped, it will now be waiting in the Picking Module to be picked and sent to the Shipping Module to be Shipped. A Ship order will be complete upon being Received. If the order was chosen to be moved, it will be available within the Picking Module only and will be complete when Picked.
