Create a transfer order

  • Release version: Australia
  • Updated March 12, 2026
  • 1 minute to read

    • Create a transfer order to move one or more assets from a source stockroom to a destination stockroom.

    Before you begin

    Role required: inventory_user

    The inventory_user, asset, or procurement_user role can only access the Transfer Order [alm_transfer_order] reports. You must activate the Procurement (com.snc.procurement) plugin for the inventory_user, asset, and procurement_user roles.

    Procedure

    1. Navigate to All > Inventory > Transfer Orders > Create Transfer Order.
    2. In the From Stockroom list, select a stockroom from which you want to ship the items.
    3. In the To Stockroom list, select a stockroom where you want to ship the items.
      Note:
      If you select the same stockroom in both the From Stockroom and To Stockroom fields, the transfer order automatically moves from Draft to Received when a transfer order line is added.
    4. Select a date and time for the delivery from the Delivery by date date picker.
    5. Select Submit.

    Result

    Transfer order record is created.

    What to do next

    Create transfer order lines to specify the items that the transfer order comprises of.