Internal Transfer (One-Step Process) – Ship & Receive Order

1. Overview

The Ship & Receive Order option allows users to complete an internal transfer in a single step, eliminating the need for separate Delivery and Receipt operations.

When this option is used:

• The system automatically creates and posts the Delivery Entry
• Simultaneously creates and posts the Receive Entry
• Inventory is updated instantly for both locations.

Note:  Use Ship & Receive Order when an immediate transfer is required without any approval or staging process.

On selecting this option, system automatically REDUCES the Inventory from the FROM LOCATION & INCREASES the Inventory from TO LOCATION.

2. Step-by-Step Process

Step 1: Create Internal Transfer

• Navigate to: Inventory → Internal Transfers
• Click on New.

Step 2: Enter Transfer Details

Fill in the following details:

• From Location – Source warehouse
• To Location – Destination warehouse
• Shipment Date – Date of transfer
• Products – Add items and quantities to be transferred.
• Click on Process Order.

Step 3: Select “Ship & Receive Order

• From the available options, click on Ship & Receive Order.

• System Behaviour (What Happens Next)

Once Transfer is Posted, the Status gets changed to Received.