Mark the order as an internal transfer
Start in Process Order and create or edit the order as an internal transfer.
Then open the transfer record from Transfers and set the fulfillment date that should drive picking and routing.
Routes and transfers
Create, fulfill, receive, and finalize internal transfers
Mark an order as an internal transfer, fulfill it at the source, receive it at the destination, and resolve report warnings before finalizing accounting.
Internal transfers use one order record that moves through source picking, destination receiving, and final accounting review.
The full route is: start the order in Process Order, review the transfer in Transfers, fulfill it, receive it, then finalize the report.
Quick facts
Start here
- The transfer fulfillment date controls whether the transfer shows up in route planning and picker screens.
- Hub fulfillment snapshots the cost source used for each line.
- Variable-weight items use actual weight fulfilled instead of simple case counts.
- The report cannot be finalized cleanly until warnings like missing COGS mappings and receiver variances are addressed.
Step 1: Create the transfer and set the date
Step 2: Fulfill at the source location
Enter what was actually picked
Open the Fulfill step from the transfer record.
Enter the fulfilled cases, choose the cost source for non-recipe items, and submit the fulfillment when the source location is done picking.
- Use the actual fulfilled amount, not the wish list amount, so downstream costs and receiving are based on reality.
- For variable-weight items, enter the true fulfilled weight.
- If a line has no valid cost source, fix that before submission instead of guessing.
Step 3: Receive at the destination location
Open the Receive step from the same transfer and confirm what actually arrived at the destination.
Add notes whenever received quantities differ from the source fulfillment so the final report has context.
- Small variances should still be documented so the manager does not have to guess what happened later.
- Do not skip receiving. The report uses both source and destination quantities to decide whether review is needed.
Step 4: Review warnings and finalize the report
Finalization locks in the accounting result
Finalize only after the transfer looks right because this step creates the accounting transaction and closes the workflow.
If warnings are still visible, fix the mappings or quantity issues first so the final posting is not misleading.
Use the report as the final gate
Open the transfer report from the transfer record.
Review ordered, fulfilled, and received quantities together, then resolve missing COGS mappings, below-cost issues, or receiver variances before you finalize.