Transfer Orders

Transfer Orders¶

Transfer orders provide a method for requesting stock to be moved from one location to another. It does not replace the existing on-demand stock transaction options, but lets you "document" many transactions from a single view.

View Transfer Orders¶

To navigate to the Transfer Order display, select Stock from the main navigation menu, and Transfer Orders from the sidebar:

The following view modes are available:

Table View¶

Table View provides a list of Transfer Orders, which can be filtered to display a subset of orders according to user supplied parameters.

Calendar View¶

Calendar View shows a calendar display with outstanding transfer orders.

Transfer Order Status Codes¶

Each Transfer Order has a specific status code, which represents the state of the order:

Status	Description
Pending	The transfer order has been created, but has not been finalized or submitted
Issued	The transfer order has been issued, and is in progress
On Hold	The transfer order has been placed on hold, but is still active
Complete	The transfer order is fully completed, and is now closed
Cancelled	The transfer order was cancelled, and is now closed

Source Code

Refer to the source code for the Transfer Order status codes:

Defines a set of status codes for a TransferOrder.

Source code in src/backend/InvenTree/order/status_codes.py

class TransferOrderStatus(StatusCode):
    """Defines a set of status codes for a TransferOrder."""

    # Order status codes
    PENDING = 10, _('Pending'), ColorEnum.secondary  # Order is pending (not yet issued)
    ISSUED = 20, _('Issued'), ColorEnum.primary  # Order has been issued
    ON_HOLD = 25, _('On Hold'), ColorEnum.warning  # Order is on hold
    COMPLETE = 30, _('Complete'), ColorEnum.success  # Order has been completed
    CANCELLED = 40, _('Cancelled'), ColorEnum.danger  # Order was cancelled

Transfer Order Status supports custom states.

Transfer Order Parameters¶

The following parameters are available for each Transfer Order, and can be edited by the user:

Parameter	Description
Reference	Transfer Order reference e.g. '001'
Description	Description of the Transfer Order
Project Code	Project Code of the Transfer Order
Source Location	Stock location to source stock items from (blank = all locations)
Destination Location	Stock location where the stock will be transferred
Consume Stock	Rather than transfer the stock to the destination, "consume" it by removing the specified quantity from the allocated stock item
Start Date	The scheduled start date for the transfer
Target Date	Target date for transfer completion
External Link	Link to external webpage
Responsible	User (or group of users) who is responsible for the transfer
Notes	Transfer notes, supports markdown

Create a Transfer Order¶

Once the transfer order page is loaded, click on New Transfer Order which opens the "Create Transfer Order" form.

Fill out the rest of the form with the transfer order information then click on Submit to create the order.

Transfer Order Reference¶

Each Transfer Order is uniquely identified by its Reference field. Read more about reference fields.

Add Line Items¶

On the transfer order detail page, user can link parts to the transfer order selecting the Line Items tab then clicking on the Add Line Item button.

Once the "Add Line Item" form opens, select a part in the list.

Warning

Only parts that have the "Virtual" attribute disabled will be shown and can be selected.

Fill out the rest of the form then click on Submit

Allocate Stock Items¶

After line items were created, user can either:

Allocate stock items for that part to the transfer order (click on button)
Create a build order for that part to cover the quantity of the transfer order (click on button)

Complete Order¶

Once all items in the transfer order have been allocated, click on Complete Order to mark the transfer order as complete. Confirm then click on Submit to complete the order.

Transferred Stock¶

After completing the transfer order, a Transferred Stock tab will appear showing which stock was affected.

Warning

Similar to received stock on purchase orders, this tab will only be accurate while the affected stock items still exist. Furthermore, if the stock item is depleted while using the "consume" parameter, it will not appear here unless "delete on deplete" is turned off for this stock item

Cancel Order¶

To cancel the order, click on the menu button next to the Complete Order button, then click on the " Cancel Order" menu option. Confirm then click on the Submit to cancel the order.

Order Scheduling¶

Transfer orders can be scheduled for a future date, to allow for order scheduling.

Start Date¶

The Start Date of the transfer order is the date on which the order is scheduled to be issued, allowing work to begin on the order.

Target Date¶

The Target Date of the transfer order is the date on which the order is scheduled to be completed.

Overdue Orders¶

If the Target Date of the transfer order has passed, the order will be marked as overdue.

Calendar view¶

Using the button to the top right of the list of Transfer Orders, the view can be switched to a calendar view using the button . This view shows orders with a defined target date only.

This view can be accessed externally as an ICS calendar using a URL like the following: http://inventree.example.org/api/order/calendar/transfer-order/calendar.ics

By default, completed orders are not exported. These can be included by appending ?include_completed=True to the URL.

Transfer Order Settings¶

The following global settings are available for transfer orders:

Name	Description	Default
Enable Transfer Orders	Enable transfer order functionality in the user interface	`False`
Transfer Order Reference Pattern	Required pattern for generating Transfer Order reference field	`TO-{ref:04d}`
Require Responsible Owner	A responsible owner must be assigned to each order	`False`