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.

When to use a delivery

Use a delivery when:

• new stock is coming from a supplier;
• you are loading a product into a warehouse that currently has no stock for it;
• you want to enter cost, tax, discount, and sale price for the received quantities.

When to use a transfer

Use a transfer when:

• the product already exists in one warehouse and has to move to another;
• you are not receiving new external stock, but only moving internal quantities;
• you want the system to decrease the source warehouse and increase the target warehouse at the same time.

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.

How a delivery or transfer works

1. Create a new document with New order.
2. Choose whether the document is a delivery or a transfer.
3. Select the warehouses:
   • for a delivery, select the target warehouse;
   • for a transfer, select the source and target warehouse.
4. Add products in Manage products for order or Manage products for transfer.
5. While the document is in draft, you can edit the rows freely.
6. Use Create order to move the document to ordered.
7. In ordered, enter the received quantity or use Autofill received quantities.
8. Use Receive order and increase stock to complete the document.

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 to stock

• A document in draft or ordered does not change final stock yet.
• 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.
• When a transfer is completed:
  • stock is deducted from the source warehouse;
  • the same quantity is added to the target warehouse.

If the actually received quantity is different from the ordered quantity, the app applies the received quantity when completing the document.

Practical examples

• You buy new stock from a distributor: create a delivery.
• You move products from a main warehouse to another warehouse: create a transfer.
• You only need to correct a difference between the system and a physical count: do not use this page, use Stocktakes.

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.

Filtering and search

The page supports search and filtering.