Disclaimer: The settings shown are not available with the standard LilyPad Vortex package. Transfer Orders are only available to LilyPad 3PL users.
Creating a Transfer Order #
Only salespeople can create Transfer Orders.
Unlike a Sales Order, no customer needs to be selected for a Transfer Order. Once “Transfer Order” is selected, a “TO” appears at the top right, meaning you are making a transfer order, and items can be placed directly into the cart. (The customer selection tab is removed since you are entering a Transfer Order.)
From the shopping cart you can change product quantities and use the search bar to add more products. You can also leave notes for specific line items from the drop-down on the right.
The Transfer Order checkout page contains only the to/from addresses, the fulfillment date, and the carrier information. Click Place Order to submit the Transfer Order.