How to Create Transfer Orders in Luminous

Transfer orders in Luminous are used to move inventory from one warehouse to another when there is a lead time between shipping and receiving. This is different from an instant inventory transfer, which assumes no transit time. Transfer orders allow you to track inventory in transit and ensure proper documentation for both the source and destination warehouses.

Step 1. Navigate to Transfer Orders

1. Go to the Inventory tab.
2. Select Transfer Orders to view all existing transfer orders.

Step 2. Create a New Transfer Order

1. Click Add New Transfer Order in the top-right corner.
2. Fill out the transfer order details:
   • Source Warehouse: Select the warehouse where the inventory is coming from (e.g., "Warehouse Main").
   • Destination Warehouse: Select the receiving warehouse (e.g., "Ship Hero").
   • Order Date: Enter the date the transfer order is created (e.g., today’s date).
   • Projected Arrival Date: Enter the expected delivery date.
   • Order Number: Assign a unique identifier for the transfer order (e.g., TO-299).
   • Notes and Shipping Method (optional): Add details like "Freight" or "LTL" for clarity.

Step 3. Configure Auto-Receive Options

• Auto-Receive Transfer Order on Arrival Date: Automatically generate a receiving report when the arrival date is reached.
• Open Receiving Report Form on Close: Immediately generate a receiving report after saving the transfer order (useful for past transfers).

Step 4. Add Items to the Transfer Order

1. Click Add Multiple Line Items to include products in the transfer order.
2. Select the SKUs you want to transfer.
3. Specify the quantities (e.g., 10 units of each product).
4. Click Done to add the items.
5. (Optional) Add a Shipping Cost if you want it included in the total cost upon arrival.

Step 5. Save and Post the Transfer Order

1. Click Save to create the order.
2. Mark the order as Posted to finalize it.

Step 6. Understanding What Happens Next

• Source Warehouse:
  • A Sales Order is automatically created, indicating that inventory needs to be shipped.
  • Go to the Sales Order page, filter by Warehouse Group, and update the order status:
    • Mark as Shipped to deduct inventory.
    • Optionally, create a Pick List to track specific lot numbers or storage locations.
• Destination Warehouse:
  • A Purchase Order (PO) is created, allowing the destination warehouse to prepare a receiving report when the items arrive.
  • On the Purchase Orders page, filter by Order Type and select Transfer Order to track incoming inventory.

Step 7. Tracking Inventory in Transit

1. Go to the Stocks Page and search for the SKU(s) involved in the transfer order.
2. You will see:
   • Incoming Inventory at the destination warehouse (e.g., "10 on its way to Ship Hero").
   • Pending Inventory at the source warehouse (e.g., "10 pending shipment from Warehouse Main").