Process transfer orders
/visma-net-erp/help/sales/process-transfer-orders
section
Transfer orders can be created manually to account for goods that are moved from one warehouse to another, or generated automatically when the stock for sales order fulfillment is reserved in remote warehouses.
2026-02-19T17:09:06+01:00
# Process transfer orders
Transfer orders can be created manually to account for goods that are moved from one warehouse to another, or generated automatically when the stock for sales order fulfillment is reserved in remote warehouses.
Transfer orders can also be generated in the process of replenishment, to move goods from the source warehouse to the warehouse where they are needed for sale.
> [!NOTE]
> This order type is 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.
These topics describe transfer order processing options available in Visma Net.
About processing transfer orders
/visma-net-erp/help/sales/process-transfer-orders/about-processing-transfer-orders
section
You can create transfer orders manually to account for goods that are moved from one warehouse to another.
2026-02-19T17:09:06+01:00
# About processing transfer orders
You can create transfer orders manually to account for goods that are moved from one warehouse to another.
You can create transfer orders manually to account for goods that are moved from one
warehouse to another.
Also, you can generate transfer orders for sales orders when you
reserve (allocate) the stock for sales orders in other warehouses.
In the process of
replenishment, transfer orders are created to move goods from the source warehouse to the
warehouse where they are needed for sale.
## Creation of transfer orders
You can create a transfer order (an order of the **TR** type) by entering all the
required information in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
If needed,
you can reserve stock in the source warehouse for each line item on the transfer order by
selecting the line and clicking the **Allocations** button in the table
toolbar, and then creating additional allocation schedules.
Also, you can create multiple transfer orders by using the [Create transfer orders (SO509000)](/visma-net-erp/help/sales/sales-windows/create-transfer-orders-so509000/) window.
In this window, the system displays the transfer
requests (also referred to as **plan types**) that have been automatically generated by
the system in the following cases:
+ For each sales order (of the **SO** or **SA** type) for which the stock has been allocated in other warehouses.
+ For replenishment by transfer if the items are to be purchased and delivered to a source warehouse.
In the [Create transfer orders (SO509000)](/visma-net-erp/help/sales/sales-windows/create-transfer-orders-so509000/) window, you can select the transfer
requests (plan types) by source and destination warehouses, item class, and product
work group.
After reviewing the resulting list, you can generate transfer orders for each
line in the list, or you can select the orders to be generated by selecting the check boxes
to the left of the plan types.
You can view the generated orders in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
## Transfer workflow
The processing of transfer orders involves performing the following actions and generating the following documents.
## Fulfillment of transfer orders
A transfer order is fulfilled by one shipment or by multiple shipments.
You can create a
shipment for a transfer order from the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window, by clicking **Actions** - **Create shipment**.
If you need to create shipments for multiple transfer orders, you can run
the **Create shipment** process by using the [Process orders (SO501000)](/visma-net-erp/help/sales/sales-windows/process-orders-so501000/)window.
The shipments will be grouped by source and destination warehouses and
by stock items.
The item quantities on the shipment are deducted from the
**Available** and **Available for shipping**
quantities and added to the **SO allocated** quantity; you can see these
quantities in the
[Inventory allocation details](/visma-net-erp/help/inventory/inventory-windows/inventory-allocation-details-in402000/) window, as well as in other
windows.
You can print a pick list for each shipment by clicking **Actions** - **Print pick list**in the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window.
Alternatively, you
can print pick lists for multiple shipments by applying the **Print pick lists** action
for the selected shipments in the [Process shipments (SO503000)](/visma-net-erp/help/sales/sales-windows/process-shipments-so503000/) window.
You can confirm each shipment by using the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window.
Upon
shipment confirmation, the quantities of items on the shipment are added to the
**SO shipped** quantity.
To promptly update the item quantities in the
destination warehouse, you can click **Actions** - **Update inventory** on the toolbar, and the item quantity is deducted from **SO shipped** and added to **In transit**. (These quantities are
displayed on a variety of inventory inquiries and reports.)
You use the [Purchase receipts (PO302000)](/visma-net-erp/help/purchases/purchases-windows/purchase-receipts-po302000/)window to create a transfer receipt
(that is, a receipt of the **Transfer receipt** type) to record the receipt of the
transferred items at the destination warehouse. You create a transfer receipt by adding the
lines from one transfer order or multiple transfer orders.
A transfer receipt may include
only some of the lines from a transfer order; you can also change the quantity in a
particular line if the items specified in this line were received partially.
On release of the transfer receipt, the item quantity is deducted from the **In transit** quantity and added to **Quantity available** and
**Quantity on hand**.
(These quantities are displayed on a variety of
Inventory inquiries and reports.)
Thus, the quantity of the item that has been transferred
from the source warehouse to the destination warehouse becomes available for sale.
## Landed costs on transfer orders
If your company's warehouses are located in different regions and your company uses
external transportation services to transfer stock items between warehouses, then the
transportation expenses must be added to the item costs as landed costs.
For information on
landed costs, see: [About landed costs for transfers](/visma-net-erp/help/sales/process-transfer-orders/about-landed-costs-for-transfers/).
Related pages
Concepts
Tasks
Windows
About landed costs for transfers
/visma-net-erp/help/sales/process-transfer-orders/about-landed-costs-for-transfers
page
If your company's warehouses are located in different regions, your company may need to use external transportation services to transfer stock items between warehouses.
2026-02-19T17:09:06+01:00
# About landed costs for transfers
If your company's warehouses are located in different regions, your company may need to use external transportation services to transfer stock items between warehouses.
If your company's warehouses are located in different regions, your company may need to use
external transportation services to transfer stock items between warehouses.
In this case, the
transportation expenses must then be added to the item costs as landed costs.
## Typical scenarios of landed cost application
As with landed costs for purchase receipts, the landed costs for transfers can be added to
transfer receipts or, alternatively, to supplier ledger invoices that are linked to specific
transfer receipts.
The following methods of applying the landed costs are available:
From PO
: The landed costs are added to a transfer receipt (described below in the **Scenario I** section).
From AP
: The landed costs are added to a invoice created in the name of a landed cost supplier—the company that actually moved the goods from one warehouse to another warehouse (described below in the **Scenario II** section).
From both
: The landed costs can be added either way; that is, both scenarios can be used.
## Scenario I: Adding landed costs to a transfer receipt
For a description of the general stages in transfer processing and a flowchart showing these
stages, see: [About processing transfer orders](/visma-net-erp/help/sales/process-transfer-orders/about-processing-transfer-orders/).
A transfer is performed as
described briefly below.
### Processing a transfer order
A new transfer order of the **TR** order type is created in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window.
The transfer order lists the stock items to be
moved with the following details: item ID, quantity, and destination and source warehouses.
For more details, see: [Create a transfer order](/visma-net-erp/help/sales/process-transfer-orders/create-a-transfer-order/).
After creation of the transfer order, the related shipment is created and confirmed; on shipment confirmation, the system generates an inventory transfer and releases it if the **Automatically release inventory documents** check box is selected in the [Inventory preferences (IN101000)](/visma-net-erp/help/inventory/inventory-windows/inventory-preferences-in101000/) window.
On release of this inventory transfer, the following general ledger transactions are created for each stock item:
+ Inventory account: Cr, cost of goods sold (COGS) amount
+ In-transit account: Dr, COGS amount
The inventory account for each item is determined by the posting class of this item; the rule
for its selection is specified in the **Use inventory/accrual account from**
field in the [Posting classes (IN206000)](/visma-net-erp/help/inventory/inventory-windows/posting-classes-in206000/) window.
If the **Subaccounts** functionality is enabled in your system, the inventory subaccount used for the batch is defined by the rule
specified in the **Combine inventory/accrual sub. from** field in the same
window.
The in-transit account (and subaccount, if applicable) are specified in the
[Inventory preferences (IN101000)](/visma-net-erp/help/inventory/inventory-windows/inventory-preferences-in101000/) window.
As the result of the posting of this batch, the **On hand qty.** of the items in the source warehouse is decreased.
### Processing a transfer receipt
You create a receipt (of the **Transfer receipt** type) for the transfer order by using the [Purchase receipts (PO302000)](/visma-net-erp/help/purchases/purchases-windows/purchase-receipts-po302000/) window.
On the **Landed costs**
tab, you can add any landed costs by specifying a landed cost code for each transportation
service provider involved in the transfer, as well as the amount, currency, and VAT category.
On release of this transfer receipt, the system generates the following documents:
+ **Inventory receipt** The document is automatically released if the **Automatically release inventory documents** check box is selected in the [Sales order preferences (SO101000)](/visma-net-erp/help/sales/sales-windows/sales-order-preferences-so101000/) window. On release of this inventory receipt, the item's on-hand quantity in the destination warehouse is increased. The following general ledger transactions are created:
The costs the
transferred items will have in the destination warehouse depend on the valuation methods
assigned to the items.
For items with the **FIFO** valuation method, this receipt creates
a new cost layer with the number and date of this receipt (not the original receipt that is
selected by **FIFO** method from receipts in the source warehouse).
For details, see the
**An example of cost updating for a FIFO Item** section below.
+ In-transit account: Cr, COGS amount
+ Inventory account: Dr, COGS amount
+ **Inventory adjustment** This document specifies the landed cost amounts to update the costs of each item. For details, see the **Cost updating** section below.
+ **Accounts payable invoice** This document is created based on the invoice received from the landed cost supplier and includes the following general ledger transactions:
+ Landed cost accrual account: Dr, landed cost amount
+ Supplier ledger account: Cr, landed cost amount
The landed cost accrual account is associated with the landed cost code.
The supplier ledger
account is associated with the location of the supplier that provided the transportation services
(the landed cost supplier).
## Scenario II: Creating an invoice for landed costs
In this scenario, the landed costs are added to an invoice created in the name of a landed cost
supplier, which is the company that actually moved the goods from one warehouse to another
warehouse.
The new transfer order of the **TR** order type is created in the [Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/) window, and processed as described above in the
**Transfer order processing** subsection.
### Processing a transfer receipt
You create a receipt (of the **Transfer receipt** type) for the transfer order by using the [Purchase receipts (PO302000)](/visma-net-erp/help/purchases/purchases-windows/purchase-receipts-po302000/) window.
On release of this transfer receipt, the system generates an inventory receipt.
On release of
this inventory receipt, the following general ledger transactions are created:
+ In-transit account: Cr, COGS amount
+ Inventory account: Dr, COGS amount
As a result, the **On hand qty.** of the items in the destination warehouse is increased by the quantities of the received items.
The costs the transferred items will have in the destination warehouse depend on the valuation
methods assigned to the items.
For items with the **FIFO** valuation method, the system
creates a new cost layer with the number and date of this receipt (not the original receipt that
is selected by the **FIFO** method from receipts in the source warehouse).
For details, see **An example of cost updating for a FIFO Item** section below.
### Creating an invoice for the landed costs
You create an invoice for the landed costs by using the [Purchase invoices (AP301000)](/visma-net-erp/help/supplier-ledger/supplier-ledger-windows/purchase-invoices-ap301000/) window.
For the invoice, you can select the supplier that performed the transfer of the
goods, and on the **Landed costs** tab, you add multiple transfer receipts
and split the landed cost amount among the stock items selected from these receipts.
On release of the invoice with the landed costs, the following transactions are generated:
+ Landed cost accrual account: Dr, landed cost amount
+ Accounts payable account: Cr, landed cost amount
Release of the invoice does not affect the item's on hand quantity in the source warehouse or in the destination warehouse.
Also, the system automatically generates an inventory adjustment and splits the landed cost amount among the specified items according to the allocation method of this landed cost type and the valuation method of each item.
### Cost updating
Upon release, an inventory adjustment updates the inventory costs of items differently depending on the valuation method of the item as follows:
+ For items with the **Standard cost** valuation method, the landed cost amount is moved from the landed cost accrual account to the standard cost variance account. The following transactions are generated:
+ Standard cost accrual account: Cr, landed cost amount
+ COGS account: Dr, landed cost amount
+ For items with the **Average** cost valuation method, the landed cost amount moved from the Landed cost accrual account to the inventory account (determined by the posting class of the item) updates the average cost of the unit. The following transactions are generated:
+ Landed cost accrual account: Cr, landed cost amount
+ Inventory account: Dr, landed cost amount
+ For stock items with the **FIFO** or **specific** valuation method, the system creates a new cost layer based on the transfer receipt (this layer has the date and the quantity from the transfer receipt) and the amounts moved between accounts vary as follows, based on the quantity of the layer:
+ If the layer still has the original quantity, the cost of all items in the layer is updated, and the landed cost amount from the landed cost accrual account is transferred to the inventory account assigned to the item.
+ If the current quantity in the layer is less than the original quantity on the receipt, the landed cost amount is moved from the landed cost accrual account to update the COGS account and the inventory account in proportion to the sold and unsold quantities, respectively.
Related pages
Concepts
Tasks
Windows
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 .
Related pages
Concepts
Tasks
Windows
Process a transfer order
/visma-net-erp/help/sales/process-transfer-orders/process-a-transfer-order
section
Users fulfill transfer orders by creating shipments in the source warehouse that are received later at the destination warehouse.
2026-02-19T17:09:06+01:00
# Process a transfer order
Users fulfill transfer orders by creating shipments in the source warehouse that are received later at the destination warehouse.
If you need to process one transfer order or a few transfer orders, you can do this
by using the
[Sales orders (SO301000)](/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/)
window.
> [!NOTE]
> You can also process multiple transfer orders by using the [Process orders (SO501000)](/visma-net-erp/help/sales/sales-windows/process-orders-so501000/) window. If you need to process a multi-line transfer order that involves multiple warehouses (and hence generates multiple shipments), you should also use the [Process orders (SO501000)](/visma-net-erp/help/sales/sales-windows/process-orders-so501000/) window.
## Create a shipment for the transfer order
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. Select the reference number of the transfer that you want to process.
1. In the **Actions** menu (in the toolbar), select **Create shipment**.
1. In the **Specify shipment parameters** dialog box, which appears, change the date of the shipment and the source warehouse if needed. Click **OK** to close the dialog box.
1. In the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window, which opens, review the shipment information and the packages if automatic packaging is configured in your system.
1. Make sure the **Hold** check box is cleared.
1. Click .
## Process the shipment for the transfer order
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. Select the needed transfer order by its reference number.
1. In the **Shipments** tab, click the reference number, which is a link to the shipment.
1. In the toolbar of the [Shipments (SO302000)](/visma-net-erp/help/sales/sales-windows/shipments-so302000/) window, which opens, click **Actions** - **Print pick list**. Prepare the items for packaging and shipping according to the pick list.
1. Open the **Packages** tab, and review the shipment information and the packages if automatic packaging is configured in your system, or specify the packages manually.
1. Make sure the **Hold** check box is cleared.
1. Click **Save** in the toolbar.
1. Click **Actions** - **Confirm shipment** on the toolbar. Once the operation is successfully completed, the status of the shipment is changed to **Confirmed**.
1. Click **Actions** - **Update inventory** in the toolbar. A new inventory two-step transfer is generated and released if the **Automatically release inventory documents** check box is selected in the [Inventory preferences (IN101000)](/visma-net-erp/help/inventory/inventory-windows/inventory-preferences-in101000/) window.
## Create a receipt for the transfer order
1. Go to the [Purchase receipts (PO302000)](/visma-net-erp/help/purchases/purchases-windows/purchase-receipts-po302000/) window.
1. Click  in the toolbar.
1. Select **Transfer receipt** as the receipt type.
1. Select the destination warehouse in the **Warehouse** field.
1. In the toolbar of the **Document details** tab, click **Add transfer**. In the **Add transfer order** dialog box, which opens, select the source warehouse in the **From warehouse** field.
1. Select the check box next to the transfer order for which the items were received.
1. Click **Add and close** in the dialog box.
1. Review the added lines in the **Document details** tab, and correct the quantity for the lines for which the items are partially received.
1. Make sure the **Hold** check box is cleared.
1. Click .
Related pages
Concepts
Tasks
Windows
Process multiple transfer orders
/visma-net-erp/help/sales/process-transfer-orders/process-multiple-transfer-orders
page
Transfer orders are fulfilled by the creation of shipments that are later received at the destination warehouse.
2026-02-19T17:09:06+01:00
# Process multiple transfer orders
Transfer orders are fulfilled by the creation of shipments that are later received at the destination warehouse.
Transfer orders are fulfilled by the creation of shipments that are later received at
the destination warehouse.
If you need to process a single transfer order, see: [Process a transfer order](/visma-net-erp/help/sales/process-transfer-orders/process-a-transfer-order/).
You can create shipments, print pick lists and shipment confirmations for multiple
transfer orders simultaneously in the [Process orders (SO501000)](/visma-net-erp/help/sales/sales-windows/process-orders-so501000/) window.
Then you will need to confirm each shipment and then create receipts one by
one.
1. Go to the [Process orders (SO501000)](/visma-net-erp/help/sales/sales-windows/process-orders-so501000/) window.
1. In the **Action** field, select **Create shipment**.
1. Optional: Select the appropriate option in the **Select by** field to specify how orders are displayed:
+ **Ship date**: To display the orders by their shipment dates
+ **Order date**: To display the orders by their creation dates
1. Optional: In the **Start date** and **End date** fields, specify the date range for the dates of the type you selected.
1. Optional: To further narrow the list of orders, select a particular customer in the **Customer** field.
1. Optional: In the **Ship via** field, select a particular ship via code.
1. Optional: Specify and apply a filter to select orders by specific criteria.
> [!NOTE]
> You can create a reusable filter for the window that, once created, gives you the ability to display particular documents each time you bring up this window. For more information, see: [Filters (CS209010)](/visma-net-erp/help/customisation/customisation-windows/filters-cs209010/).
1. Review the resulting list of orders and select the orders of the **TR** type for processing by selecting the check boxes next to them (in the column with a check box as a heading).
1. Click **Process** in the toolbar. Success of the process is indicated by a green **OK** button that appears in the toolbar.
Related pages
Concepts
Tasks
Windows