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Transfer Order

Location: Back Office > Inventory & Supply Chain > Transfer Order

Overview​

The Transfer Order module is used to transfer inventory items and ingredient batches from one branch or inventory location to another.

This functionality helps businesses:

  • Manage branch inventory movement
  • Track ingredient transfers
  • Monitor batch-wise stock movement
  • Maintain accurate stock levels across locations
  • Improve inventory visibility and control

Accessing the Transfer Order Module​

  1. Login to the application.
  2. Navigate to Inventory Management.
  3. Click on Transfer Order.
  4. The Transfer Order listing page opens.

Add Transfer Order​

Overview​

Users can create a new Transfer Order to transfer ingredient stock between branches.

Steps to Add Transfer Order​

  1. Click on Add Transfer Order.
  2. The Add Transfer Order modal or page opens.
  3. Fill in the required details.
  4. Click Save.

Required Fields​

Sending Branch​

  • Auto-selected based on the logged-in branch.
  • Mandatory field.

Receiving Branch​

  • Select the branch where inventory will be transferred.
  • Mandatory field.

Source Inventory​

  • Select the inventory source.
  • Mandatory field.

Notes​

  • Optional field.
  • Used for additional transfer information.

Ingredient Selection​

  • Select the ingredient to transfer.
  • Mandatory field.

Batch Selection Process​

After selecting an ingredient:

  1. Click on Add Batch.
  2. Select the required batch.
  3. Enter transfer quantity.
  4. Save batch details.

The system validates available stock quantity before processing the transfer.

Adding Multiple Ingredients​

Users can add multiple ingredients in a single Transfer Order.

Steps​

  1. Click on Add Item.
  2. Select another ingredient.
  3. Add batch and quantity details.
  4. Repeat as needed.

Transfer Order Status​

The system maintains transfer order statuses for tracking purposes.

Common statuses may include:

  • Pending
  • Completed
  • Cancelled

Edit Transfer Order​

Overview​

Users can edit Transfer Orders before completion.

Editable Details​

Users can modify:

  • Receiving branch
  • Notes
  • Ingredient quantity
  • Batch selection
  • Added ingredients

Steps​

  1. Open the Transfer Order.
  2. Click Edit.
  3. Update the required details.
  4. Click Save Changes.

Cancel Transfer Order​

Overview​

Users can cancel Transfer Orders if the transfer is no longer required.

Steps​

  1. Open the Transfer Order.
  2. Click Cancel.
  3. Confirm the cancellation.

System Behavior​

  • Transfer Order status changes to Cancelled.
  • Inventory quantities are restored if stock was reserved.

Inventory Impact​

Sending Inventory​

After successful transfer:

  • Ingredient quantity is reduced from the sending inventory.
  • Selected batch quantity is updated.

Receiving Inventory​

After transfer completion:

  • Ingredient quantity is added to the receiving inventory.
  • Batch details are maintained.

Conclusion​

The Transfer Order module helps businesses manage inventory movement between branches efficiently. It provides batch-level tracking, stock validation, and inventory visibility to ensure accurate inventory control across multiple locations.