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 .
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