Transfer Orders

Transfer orders in LilyPad WMS are the same transfer orders in your system, and they are tracked in real time.

The Transfer Orders module is where users will create transfer orders to move stock between locations. Transfers are then completed in the Picks module.

The Transfer Orders module can be found under the Inventory group on the LilyPad home screen.

Transfer Order Types

• Move: moves stock between locations without shipping it. The order only needs to be picked.
• Ship: sends stock to another warehouse or site. The order is picked, packed, shipped and then received.
• Putaway: returns stock to each part’s default location. The order only needs to be picked.

Creating a Transfer Order

Open Transfer Orders and select New transfer order.

1. Choose the type, and where the stock is moving from and to.
2. Pick a carrier and carrier service. Your system needs one, even for in-house moves.
3. Under Lines, search or scan the part and enter the quantity. Add more lines if needed.
4. Check Issue immediately to send it to the warehouse right away.
5. Select Create and issue.

The transfer now shows up in Picks, ready to fill.

• From an existing transfer order, users can see its lines, status and memos, and can un-issue or void it with the right permissions.

Completing a Transfer Order

Issued transfers are completed in the Picks module.

1. Open Picks, then search or scan the transfer and open it.
2. Tap the line, then scan or select the pick location.
3. Scan or enter the quantity, then select Pick.
4. Select Finalize to send the pick to your system.

For Move transfers, the stock moves to its new location and there’s nothing to pack. Ship transfers continue through Shipments and Receive.

Scanning

• Scan a part barcode to add it as a line.
• Scan a transfer order number to find it in Picks.
• Scan the pick location and item while completing the transfer.