Create a transfer order
/visma-net-erp/help/sales/process-transfer-orders/create-a-transfer-order
section
If you need to record the movement of goods from one warehouse to another, create a transfer order (a sales order of the predefined TR type).
2026-02-19T17:09:06+01:00
# Create a transfer order
If you need to record the movement of goods from one warehouse to another, create a transfer order (a sales order of the predefined TR type).
> [!NOTE]
> Transfer orders are available only if the **Multiple warehouses** functionality is enabled in the [Enable/disable functionalities (CS100000)](/visma-net-erp/help/common-settings/enable-or-disable-functionalites/enable-disable-functionalities-cs100000/) window.
1. Go to the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
1. Select **TR** as the order type.
1. In the **Destination warehouse** field, select the warehouse to be replenished.
1. Change the date of the transfer if you don't want to use the current date.
1. If this transfer is associated with a particular project, in the **Project** field (where the non-project code appears by default), select the project.
1. Enter a brief description for this transfer.
1. On the **Document details** tab, for each item you want to add to the transfer order, perform the following steps:
1. Click  in the table toolbar. The **Inventory lookup** dialog box appears with a list of active stock items.
1. Optional: In the **Inventory lookup** dialog box, to find the item by a string in its item ID or description, type this string in the **Inventory** field.
1. Optional: To further narrow the resulting list to a particular sub item of the item (if sub items are used in your system), select it in the **Sub item** field.
1. Optional: To further narrow the resulting list to an item located in a particular warehouse, select the warehouse in the **Warehouse** field.
1. In the resulting list, select the line with the item you want to add, and in the **Quantity** column, specify the requested quantity of the item (measured in the default unit of measure shown in the **UoM** column). Notice the item availability data in the columns to the right.
1. Click **Add and close** at the bottom of the dialog box.
1. Click .
1. If you need to reserve the quantities of specific items in the source warehouse specifically for this transfer, perform the following steps for each item for which you want to reserve the stock:
1. On the **Document details** tab, select the order line for the item.
1. Click the **Allocations** button on the toolbar.
1. In the **Allocations** dialog box that is opened, select the check box in the **Allocated** column for the line. Click **OK** to save the changes and close the dialog box.
1. Click **Save**.
1. If the **Lot or serial tracking** functionality is enabled in your system, and you want to specify particular lot or serial numbers for the items listed on the order, execute the following steps on the **Document details** tab:
1. Select a line with the item requiring lot or serial numbers, click **Allocations** in the toolbar. The **Allocations** dialog box opens.
1. In the **Lot/serial no.** column, select one of lot or serial numbers available in the allocation warehouse. Notice as the line quantity changes to 1 if the item has serial numbers or to the lot quantity if the item has lot numbers, and as a new line for the remaining quantity is added. In the new line, select another serial or lot number. Repeat this step until the remaining quantity is zero.
1. Click **OK** to save the allocations and close the dialog box.
1. Clear the **Hold** check box.
1. Click .
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