Create warehouse transfer action

This Automation action automatically raises a warehouse transfer to move items on your sales orders between warehouses. The resulting transfer will be fulfilled to a goods-out note ready for your warehouse staff to pick, pack and ship. Read more about warehouse transfers here.

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Action options

Quantity to transfer

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This option allows you to choose whether the transfer should contain only unallocated items or all the items on the sale, regardless of their allocation status.

Partial transfer

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This lets you choose whether or not Automation should create the transfer when some products are unavailable in the chosen warehouse(s).

Warehouses

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Here you can choose the source warehouse for the inventory items. If multiple warehouses are an option, you can set a prioritized list and Automation will attempt them in your chosen sequence. 

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Also choose the destination warehouse, i.e. where you'd like the items to be shipped to.

Transfer reference

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You can choose a prefix for the transfer reference to make it easier to identify. This needs to be a unique value, so we append the order ID, warehouse ID and the date to your prefix.

Shipping method

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If appropriate, choose the shipping method for the resulting goods-out note(s).

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