--- title: "Process a transfer order" description: "Users fulfill transfer orders by creating shipments in the source warehouse that are received later at the destination warehouse." lang: en languages: en: https://docs.vismasoftware.no/visma-net-erp/help/sales/process-transfer-orders/process-a-transfer-order/index.md lastmod: 2026-02-23 --- > Documentation index: https://docs.vismasoftware.no/visma-net-erp/help/sales/process-transfer-orders/llms.txt # Process a transfer order Last modified February 23, 2026 > 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)](https://docs.vismasoftware.no/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/index.md) window. > [!NOTE] > You can also process multiple transfer orders by using the [Process orders (SO501000)](https://docs.vismasoftware.no/visma-net-erp/help/sales/sales-windows/process-orders-so501000/index.md) 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)](https://docs.vismasoftware.no/visma-net-erp/help/sales/sales-windows/process-orders-so501000/index.md) window. ## Create a shipment for the transfer order 1. Go to the [Sales orders (SO301000)](https://docs.vismasoftware.no/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/index.md) 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)](https://docs.vismasoftware.no/visma-net-erp/help/sales/sales-windows/shipments-so302000/index.md) 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 ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png). ## Process the shipment for the transfer order 1. Go to the [Sales orders (SO301000)](https://docs.vismasoftware.no/visma-net-erp/help/sales/sales-windows/sales-orders-so301000/index.md) 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)](https://docs.vismasoftware.no/visma-net-erp/help/sales/sales-windows/shipments-so302000/index.md) 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)](https://docs.vismasoftware.no/visma-net-erp/help/inventory/inventory-windows/inventory-preferences-in101000/index.md) window. ## Create a receipt for the transfer order 1. Go to the [Purchase receipts (PO302000)](https://docs.vismasoftware.no/visma-net-erp/help/purchases/purchases-windows/purchase-receipts-po302000/index.md) window. 1. Click ![icon-add](https://docs.vismasoftware.no/media/visma-net-erp/icon-add.png) 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 ![icon-save](https://docs.vismasoftware.no/media/visma-net-erp/icon-save.png).

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