Approving Transfer Orders

After you enter transfer orders, if an order has a status of Pending Approval, the order must be approved by someone with authorization before it can be processed.

You can choose to require approval by default. For details about approval preferences, read Transfer Order Preferences.

To approve transfer orders:

Go to Transactions > Inventory > Approve Transfer Orders.
In the Supervisor field, select a name to filter the sales order list by supervisor.

Clear this field to show all transfer orders pending approval.
To approve a specific order, enter an order number in the Select Order number field, either manually or by scanning a bar code.
In the Date field, select the date range for the transactions you want to show in the list. The date range you select is reflected in the From and To fields. If you enter a different range in the From and To fields, the Date field automatically shows Custom.
Check the box in the Approve column for each transfer order you want to approve.
The Amount field displays the total amount of orders you have checked for approval.
If a source location has not yet been selected, choose a source location.
Click Submit.

After a transfer order is approved, the items are committed to the transfer and cannot be sold while in transit. Approved transfer items also show as on order at the destination location.

You can now fulfill your transfer orders. To do this, go to Transactions > Sales > Fulfill Orders..

Resetting Approval Status

The status of an order that is approved and pending fulfillment can be reset to Pending Approval. If you have permission to approve and edit transfer orders, the Status field appears when you edit a transfer order that has not been fulfilled.

To reset the status, select Pending Approval in the Status field, then click Save. To edit an existing transfer order, go to Transactions >Inventory > Enter Transfer Orders > List.. Click Edit next to the order.

To approve transfer orders:

Resetting Approval Status

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