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Orders and transfers

The Orders and transfers page is used for two different operations:

  • Delivery - when you restock a warehouse;
  • Transfer - when you move stock from one warehouse to another.

What you see in the list​

  • ID - local order number.
  • Type - delivery or transfer.
  • Warehouse - for transfers, the direction from source to target warehouse is shown.
  • Value - total value of the document.
  • Status - order status.
  • Created on - creation date and time.

Creating a new document​

In New order or New transfer, you first choose the type:

  • for a delivery, you select the target warehouse;
  • for a transfer, you select the source and target warehouse.

Only active warehouses are available during creation.

Working with rows​

  • add products to the document;
  • set quantity, delivery price, tax, discount, and sale price;
  • for deliveries, you can select a supplier for each row if the product has linked suppliers;
  • in Ordered status, you can fill in received quantity and use Autofill received quantities;
  • while the document is a draft, you can delete individual rows or all rows.

Statuses​

  • Draft - the document is still being prepared and can be edited freely;
  • Ordered - the quantities are confirmed and the receiving stage starts;
  • Received - the document is completed.

What happens when you complete it​

When a delivery is marked as Received:

  • stock is added to the target warehouse;
  • the system records the actually received quantities;
  • for deliveries, the product sale prices are also updated according to the confirmed document.

For transfers, stock moves between warehouses according to the entered quantities.

Additional actions​

  • Edit - opens the document;
  • Download as Excel - exports the document;
  • Activity log - opens the history of actions;
  • Delete - deletes the document.

When to use this page​

  • when new stock is coming in from a supplier;
  • when stock needs to move between warehouses;
  • when you need to trace how and when stock was received for a product or warehouse.

The page supports search and filtering.