Use List Views to Manage Transfer Orders

Here are List Views you can use to manage Transfer Orders in GoldFinch, covering the different statuses and available actions:

Open Transfer Orders

• Criteria: Document Status = Open or Shipment Created, and Closed = false

Action: You can continue to update items or quantities for these transfer orders.

• Close Unwanted Orders: If there are transfer orders you no longer wish to update, select them and check the Closed field to prevent further changes.

Pending Allocation

• Criteria: Document Status = Open or Shipment Created, and Allocation Status is not Full

Action: Select the relevant Transfer Orders, then click the Mass Allocate button to allocate inventory to the transfer order lines.

• More Options: For additional allocation options, refer to the Transfer Order Allocations guide.

Create Shipments

• Criteria: Document Status = Open, and Allocation Qty. is not 0

Action: Select Transfer Orders and click Mass Create Shipments to generate Warehouse Shipments for allocated inventory.

Shipment Created

• Criteria: Document Status = Shipment Created

Action: Navigate to the Warehouse Shipment to pick, pack, and ship the order.

Update Shipments

• Criteria: Warehouse Shipment is created, and Allocated Qty. is not equal to the Warehouse Shipment Total Qty.

Action: Select Transfer Orders and click Mass Update Shipments to update the Warehouse Shipments based on the allocated quantities.

Pending Receipts

• Criteria: Outstanding (O/S) Received Qty. is not equal to 0

Action: Select Transfer Orders, then click Mass Create Receipts to generate Warehouse Receipts for the items.

Receipt Created

• Criteria: Document Status = Receipt Created

Action: Navigate to the Warehouse Receipt to process the receipt of inventory into the warehouse.

Article Use-List-Views-to-Manage-Transfer-Orders  ·  Last updated September 29, 2025 · GoldFinch ERP Help Center