01. How to Create a Transfer Order in Salesforce

Introduction 

A Transfer Order is used when you want to track inventory movements within the organization. A Transfer Order results in the movement of inventory from a source warehouse to a destination warehouse.

This article describes how to create a Transfer Order in TaroWorks Enterprise.

• A. Create a Transfer Order
• B. Create a Transfer Order Line Item

A. Create a Transfer Order 

1. Click on the Taro Orders tab from the TaroWorks Enteprise Application
2. Click New
3. Select the Transfer Order record type and click Next
4. Fill in the details of the order (an example is shown below)

   Field	Value
   Date of Order	Date Order is being made
   Status	Select Draft
   Source Location	The location where the Source Warehouse is Located
   Source Warehouse	The Source Warehouse
   Destination Location	The location where the Destination Warehouse is located
   Destination Warehouse	The Destination Warehouse
   Expected Delivery Date	The date that delivery of the order is expected
   Record Shipment	Select Yes if you want the transit of the order to be tracked

   
5. Click Save.                           

B. Adding Taro Order Line Items 

1. From the Taro Order click on Related.         
2. Click New next to Taro Order Line Items                     
3. Select the Transfer Order record type and click Next
4. Fill in the details of the Taro Order Line Item

   Field	Value
   Status	Select Draft
   Product	The line item's Product
   Qty Ordered	The Quantity of this Product

   
5. Click Save.                                      
6. To add more Taro Order Line Items to this Taro Order, repeat steps 2-5