Transfer Orders

Nazeli Abrahamyan

Transfer orders in the platform record inventory movement between two of your locations (for example, from a warehouse to a 3PL or store). Transfer orders help you rebalance stock, prevent stockouts, and keep on-hand quantities accurate across locations. You can ingest, create, track, and export transfer orders in one place.

Depending on connector capabilities, data can flow into the platform from your WMS/ERP or be pushed out to those systems. The flow ends when the information is sent to Shipping Requests → Fulfillment → Arrival → Receipt.

Primary Use Cases

Inventory rebalancing: Move units from overstocked locations to low-inventory locations to protect availability.
Seasonal or launch distribution: Pre-position inventory ahead of demand spikes to speed delivery.
New location setup: Seed initial stock for a new warehouse or store.
Consolidation: Move goods to a hub for kitting, liquidation, or audits.
Emergency restocking: Cover shortfalls quickly at critical nodes.
FBA inbound: Prepare and track transfers to Amazon fulfillment centers.

What’s Included in Transfer Orders

Product details: SKU, requested quantity, shipped quantity, received quantity.
Source information: From-location ID and address (city, state/province, country).
Destination information: To-location ID and address (city, state/province, country).
Shipping and tracking: Carrier, service, tracking number(s).
Timeline dates: Expected ship, expected arrival, actual arrival.
Identifiers and references: External transfer ID, reference number, integration IDs.
People and notes: Created by/employee, notes, tags.
Custom fields: Any custom attributes your team has configured.

Filtering Transfer Orders

Go to Inventory → Transfer Orders.

Use filters to narrow results by status, locations, dates, identifiers, or shipping details.

Filter name	Source field	Type	Values / usage
Status	`status`	Multi-select	`draft`, `new`, `onHold`, `readyForFulfillment`, `sentToFulfillment`, `inTransit`, `received`, `canceled`, `fulfilled`
Source (From location)	`fromLocationId`	Location selector	Filter by the originating location (shows location names).
Destination (To location)	`toLocationId`	Location selector	Filter by the receiving location (shows location names).
Expected ship	`expectedShipDate`	Date range	Planned ship date from the source.
Expected arrival	`expectedArrivalDate`	Date range	Planned arrival date at the destination.
Actual arrival	`actualArrivalDate`	Date range	When the transfer actually arrived.
Transfer ID	`extOrderId`	Text search	External transfer identifier from an upstream system.
Reference no.	`referenceNumber`	Text search	Internal reference for additional tracking.
Line item SKU	`lineItems.sku`	Text search	Show transfers containing a specific SKU.
Shipping carrier	`shippingCarrier`	Dropdown/text	Filter by logistics provider.
Shipping service	`shippingService`	Dropdown/text	Filter by carrier service level.
Employee	`employee`	Text search	Creator or assignee.
Created	`createdAt`	Date range	Filter by creation timestamp.
Updated	`updatedAt`	Date range	Filter by last update timestamp.

Advanced filters may also include toAddress.city, toAddress.stateOrProvince, fromLocationAddress.city, fromLocationAddress.stateOrProvince, tags, and integration-specific fields.

Viewing Transfer Orders

Each row includes key details for identification, planning, and exception management.

Column name	Source field	Description	Usage
Transfer ID	`extOrderId`	External identifier (for example, from ERP/WMS).	Primary identifier.
Status	`status`	Lifecycle stage of the transfer.	Track progress at a glance.
Exceptions	`exceptions`	Issues or warnings raised on the transfer.	Prioritize follow-up.
Created	`createdAt`	When the transfer was created in the platform.	Auditing and sorting.
Expected ship date	`expectedShipDate`	Planned ship date from the source.	Scheduling and SLA tracking.
Expected arrival	`expectedArrivalDate`	Planned arrival date at the destination.	Receiving prep and replenishment.
Actual arrival	`actualArrivalDate`	Actual arrival date (if received).	Performance vs. plan.
Source (From)	`fromLocationId` (location name)	Originating location.	Upstream stock planning.
From city/state	`fromLocationAddress.city`, `fromLocationAddress.stateOrProvince`	Source address context.	Logistics and routing.
Destination (To)	`toLocationId` (location name)	Receiving location.	Downstream stock planning.
To city/state	`toAddress.city`, `toAddress.stateOrProvince`	Destination address context.	Compliance and routing.
Shipping carrier	`shippingCarrier`	Carrier moving the transfer.	Transportation tracking.
Shipping service	`shippingService`	Carrier service level.	Transit expectations.

Additional columns:

Internal Transfer ID
Updated
Shipping Service
Shipping Carrier
Shipping Notes
Ship By Date
Transfer Order Date
From Country
To Country
Order Source Type
Integration
Employee
Incoterms
Memo

Column Customization Options

Use the Refresh icon to reload data.
Resize columns directly on the page.
Drag-and-drop columns to reorder them.
Open the column selector (squares icon in the top-right corner) to manage display settings:
- Show or hide specific columns
- Adjust layout with view modes: Comfortable (default), Compact, or Full
- Enable or disable Word Wrap
- Restore default settings at any time with Restore Defaults

Transfer Order Details page

The details page shows header data, items, a shipping request panel, a timeline, a details side panel, custom fields, and activity.

Header

Field	Description
Transfer Order Number	Main identifier generated in the platform.
Status	Current lifecycle stage (for example, Ready for Fulfillment).
Created By	Who created the transfer (user or integration).
Source Location	Location sending inventory.
Destination Location	Location receiving inventory.
Totals	Total ordered, total shipped, total received across all line items.
More Actions (Dotted Menu)	New Shipping Request, Copy, Mark as Complete, View JSON.

Items

Field	Description
Pipe17 SKU	Internal SKU in the platform.
Item Name	Product name linked to the catalog.
Total Ordered	Requested quantity.
Total Shipped	Quantity shipped so far.
Total Received	Quantity received at the destination.

Shipping Request

Field	Description
Shipping Request ID	Linked ID with fulfillment timeline: Ordered → Routed → Sent to Fulfillment → Expected Ship After → Fulfilled.
Timestamps	Records of creation, routing, upload, and other key steps.
Qty Req	Quantity requested on the shipment.
Qty Fulfilled	Quantity fulfilled by the source.
Totals	Overall quantities requested and fulfilled.

Timeline

Event	Description
Ingested	When the transfer entered the platform.
Expected Ship	Planned ship date from source.
Expected Arrival	Planned arrival date at destination.
Shipping Request Created	When the shipping request was generated.
ASN Created	When an ASN was created (if applicable).
Received	When inventory was marked as received at the destination.

Details

Field	Description
Employee Name	User assigned or noted on the transfer.
Incoterm	Trade term, if applied.
Memo	Free-form notes.
Expected Ship Date	Planned ship date.
Expected Arrival Date	Planned delivery date.
Shipping Address	Destination address (street, city, state, country).
Shipping Carrier	Carrier assigned to the transfer.
Shipping Service	Service level (e.g., Ground, 2-Day).
Order Source Type	Source type of the transfer order.
Shipping Notes	Additional instructions or comments.

Custom Fields

Field	Description
Custom Fields	Displays any configured custom fields.

Transfer Order Activity

Field / Action	Description
Show Related Events	Opens integration and system events connected to the transfer for troubleshooting.

Creating Transfer Orders

Create transfer orders manually in the UI, via CSV import, or through integrations (ERP/WMS or supported FBA inbound workflows).

Manual Creation (Form)

Go to Inventory → Transfer Orders → Create.
Select Source (from-location) and Destination (to-location).
Select Add item, search for a Product, and enter Ordered quantity for each SKU.
The table shows planning aids:
- Available (at source)
- After Shipping Request (at source)
- Available (at destination)
- Upon Receipt (at destination)
In Details, enter Employee name, Incoterm, and Memo (optional).
In Shipping, set Expected ship date and Expected arrival date, and enter destination address fields.
Add Shipping carrier, Shipping service, Order source type, and any Shipping notes.
In Custom fields, add any name/value pairs required by your workflows.
Select Create.

Required fields: Source location, Destination location, at least one SKU with an ordered quantity. Dates, carrier/service, address, and notes are optional but recommended for accuracy and speed at receiving.

Bulk Import (CSV)

In Transfer Orders, select Import CSV.
Download Import CSV Template to review the required schema and examples.
Populate the template with transfers and line items.
Upload the file. The platform validates data and flags errors for correction.
Confirm the import to create transfer orders in bulk.

Integrations

Transfers can be created or updated by supported connectors (for example, ERP/WMS or FBA inbound).
Depending on the connector, the platform can ingest transfer data or push updates downstream to keep systems aligned.

Exporting Transfer Orders

Transfer Orders export (CSV) — Full transfer data, including line items, status, locations, carrier/service, and identifiers. Use for audit trails, reconciliation, and integration handoffs.
Replenishment report (CSV) — Transfer-focused view to plan rebalancing across locations.

Steps to Track Fulfillment and Receiving

Create or ingest the transfer order.
Generate or receive a Shipping request from the source location.
Monitor Status and Timeline events as the carrier moves the shipment.
On arrival, record Received quantities at the destination. The destination’s on-hand updates accordingly.
Mark as complete when all items are received or the transfer is otherwise closed.

Troubleshooting

Status is not progressing
- Check the Shipping request panel for routing or upload issues.
- Open Show related events to confirm recent connector activity.
Quantities don’t match
- Compare Requested, Shipped, and Received at the line-item level.
- Verify partial shipments and confirm receipts at the destination.
Location not available
- Ensure both Source and Destination locations exist and are active.
- Confirm you have permission to create transfers for those locations.
Carrier or service missing
- Add Shipping carrier and Shipping service on the transfer or during shipment creation.
- Check connector mappings for normalized carrier names.
Import errors
- Re-download the Import CSV Template to validate column names and formats.
- Correct rows flagged in validation results and re-upload.
Export doesn’t reflect current records
- Refresh the page to ensure you export the latest data.
- Re-run the export after applying the desired filters.

Integration with Other Features

Inventory - Destination on-hand updates after receipt.
Locations - Visibility across warehouses, 3PLs, and stores.
Shipments/Receiving - Shipping from source and receiving at destination.
Connectors - Automated creation and updates where supported.
Reports/Exports - Planning, audit, and performance analysis.

Need Help?

If you need additional assistance:

Use Ask Pippen, our AI agent, located at the top of the platform page.
Submit a support request with as much relevant detail as possible. Learn how to submit a request.
For urgent issues, email us directly at support@pipe17.com.

We're here to help you succeed with your operations.

Related to:

inventory

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