Transfer Order Documents

documents/retail-operations/SUMMARY.md

@@ -91,6 +91,11 @@
 * [Inventory Upload](inventory/inventory-upload/README.md)
   * [Schedule Restocking](inventory/inventory-upload/schedule-restock.md)
   * [Inventroy Import Method](inventory/inventory-upload/import-methods.md)
+* [Transfers App](inventory/transfers-app.md)
+  * [Transfer Orders Page](inventory/transfer-order-page.md)
+  * [Transfer Order Creation](inventory/transfer-order-creation.md)
+  * [Transfer Order Details](inventory/transfer-order-details.md)
+  * [Transfer Order Fulfillment](inventory/transfers-fulfillment.md)
 * [Cycle Count](inventory/cycle-count/README.md)
   * [Draft Counts](inventory/cycle-count/draft-counts.md)
   * [Hard Counts](inventory/cycle-count/hard-count.md)

documents/retail-operations/inventory/transfer-order-creation.md

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+# Transfer Order Creation
+
+You can create a new TO in the Transfers App to move inventory between facilities.
+
+
+## Steps to create a TO:
+
+### Create a new TO
+- To create a new TO, click the Add (+) icon.  
+- The Create transfer order page opens, where you can enter order details.  
+
+
+### Enter TO name
+- Enter a clear, relevant and searchable name.  
+- This makes the TO easier to find later.  
+
+
+### Complete the assign section
+- **Product Store:**  
+  Select a product store, if there is only one store available, it will be selected by default.  
+
+- **Origin:**  
+  Click `Assign` button next to “Origin”,  or click the facility name if one is already selected by default.  
+  In the dialog, select the origin facility.  
+  Click Save.  
+
+- **Destination:**  
+  Click `Assign` button next to “Destination”.  
+  In the dialog, select the receiving facility.  
+  Click Save.  
+
+
+### Select shipping method
+- **Carrier:** Click on dropdown to select a shipping carrier (for example, FedEx).  
+- **Method:** Click on dropdown and select a shipping method supported by the selected carrier (for example, Standard, Same day, or Next day).  
+
+
+### Plan shipping and delivery dates
+- **Ship Date:**  
+  Click `Select Date` field.  
+  Pick the shipment date from the calendar.  
+  Click Done.  
+
+- **Delivery Date:**  
+  Follow the same steps and select the delivery date.  
+
+
+### Add Items to the TO
+You can add items manually or by uploading a CSV.  
+
+#### Bulk Upload via CSV
+Recommended for TOs with many items.  
+- Go to the Import items CSV section.  
+- Click `Download Example` to get a sample CSV template, if needed.  
+- Click `Upload` and upload the CSV file containing the SKUs and quantities.  
+
+After uploading:  
+- **Select Product Identifier:** Choose the identifier type (e.g., SKU).  
+- **Map Columns:** Assign the correct CSV columns for Product Identifier and Quantity (e.g., Product Identifier → SKU, Quantity → Quantity).  
+
+#### Manually add items
+Recommended for TOs with only one or a few items.  
+
+- **Search by product identifier**  
+  Search for a product by entering its identifier (for example, SKU).  
+  When the product appears on the screen, click on Add (+) icon.  
+
+
+### Add item quantities
+Quantities can be added either to individual items or in bulk to all items at once.  
+
+#### Adding quantities to an individual item:
+- **Enter Quantity:**  
+  Enter the quantity directly in the input field, or use the stepper arrows.  
+
+- **Book Quantities:**  
+  Open the ellipsis (⋮) menu and choose `Book QoH` (to transfer the entire available stock in hand) or `Book ATP` (to transfer only the unallocated/unreserved quantity).  
+
+- **Remove Item:**  
+  From the same menu, select `Remove from order` to remove an item from the TO.  
+
+#### Adding quantities in bulk:
+- To add quantities in bulk, check the box above the item list.  
+- You can then apply Book QoH or Book ATP across every item, or use `Custom Quantity` to enter a single value that is applied to all items in the TO.  
+
+
+### Finalize the TO
+- Before finalizing, review the destination facility, shipping method, transfer dates and the items with their respective quantities.  
+- Once everything is confirmed, select the checkmark icon in the lower-right corner to finalize and create the TO.  
+
+
+After a TO is created, you land on the Transfer Order Details page with the order in Created status.

documents/retail-operations/inventory/transfer-order-details.md

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+# Transfer order details
+
+The Transfer Order Details page displays all key information for a specific TO. You can review order status, assigned facilities, shipping configuration, and item-level transfer progress.
+
+
+## TO overview
+The top-left section of the page displays the name of the TO. A status selector is also available, allowing updates to the order’s current state, such as created, approved or canceled.  
+
+{% hint style="info" %}
+Only TOs in Approved status are visible to the origin facility for fulfillment in the Fulfillment App, and to the destination facility for receiving in the Receiving App.
+{% endhint %}
+
+## Origin facility and shipping Info
+The Origin facility card displays the facility name and address. It also shows the selected carrier and shipping method.
+
+
+## Destination facility
+The Destination facility card displays the facility name and full address, showing where the TO is scheduled to be received.
+
+
+## Timeline
+The Timeline shows a chronological record of all major events in a TO’s lifecycle, starting with its creation. It records progress updates and status changes throughout the transfer process.
+
+
+## Item details
+The Items section, located at the bottom of the page, lists all items included in the TO. Each item appears as a separate card with these fields:
+- Quantity ordered  
+- Quantity shipped  
+- Quantity received  
+
+
+### Add items
+To add an item to an existing TO, click `Add item to Transfer` button.  
+
+{% hint style="info" %}
+You can only add items while the TO is in Created status. Once a TO is Approved, no additional items can be added.
+{% endhint %}
+
+## Available Actions on Item Cards
+Click More (⋮) icon on an item card to access these actions:
+
+- **Edit order quantity**  
+  Update the quantity for that item in the TO.  
+  **Use Case:** Use this if stock availability changes after the order is created and you need to adjust quantities at the origin facility.  
+
+- **Fulfill**  
+  Opens the Fulfillment App for the origin facility, where you can start fulfillment and monitor shipment progress.  
+
+- **Receive**  
+  Opens the Receiving App for the destination facility, where you can start receiving and monitor receipt progress.  
+
+- **Complete Item**  
+  Manually marks an item in the TO as completed.
+  > **Use Case:** Use this when an item needs to be manually closed out, such as during exceptions, discrepancies, or partial transfers where automatic completion does not apply.

documents/retail-operations/inventory/transfer-order-page.md

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+# Transfer orders page
+
+When you log in, the Transfer Orders page opens. This page lists all TOs.  
+You can use search, filters, grouping, and sorting to quickly locate relevant TOs and monitor inventory movements across facilities.
+
+
+## Actions available to perform in the app.
+
+### Search for a TO
+To find a specific TO, use the search bar at the top of the page.  
+
+You can search TOs by:
+- TO name  
+- TO ID  
+- Product ID  
+- Parent product name  
+
+
+### Filter TOs
+You can filter TOs to narrow the list.
+
+**Steps to filter TOs**
+1. Go to the Location or Fulfillment section in the left menu.  
+2. Click the dropdown next to the desired filter.  
+3. Choose a value to apply the filter. The list updates automatically.  
+
+**Filter Types:**
+- **Product Store:** Show TOs for a specific product store.  
+- **Origin:** Show TOs originating from a specific facility.  
+- **Destination:** Show TOs headed to a specific facility.  
+- **Method:** Show TOs by shipping method or priority.  
+- **Carrier:** Show TOs assigned to a specific carrier (e.g., FedEx, UPS).  
+- **Status:** Show TOs by status (e.g., Approved, Cancelled, Completed, Created).  
+
+
+### Group TOs
+You can group TOs by product, facility, or a combination of both to organize the list and review related TOs together.
+
+**Steps to group TOs:**
+1. At the top of the Transfer Order page, locate the Group By option.  
+2. Click on dropdown and choose a grouping option.  
+3. Click any card to expand and view related TOs. Each card shows order details and total quantities ordered, shipped, and received.  
+
+**The following options are available for grouping TOs:**
+
+- **Order Item**  
+  This is the default option. Each TO appears as a separate card showing the order name, ID, creation date, origin, destination, and current status.  
+
+- **Destination**  
+  Group TOs by facility that will receive the items. Each card shows total quantities ordered, shipped, and received for that destination.  
+
+- **Destination and Product**  
+  Group TOs by both destination facility and item. Each card shows a specific item to be received at the corresponding destination facility.  
+  Example: If Product A is about to be received at the Boston store, the card displays Product A and Boston as the destination. Expanding the card shows all TOs that include Product A to be received at that destination.  
+
+- **Origin**  
+  Group TOs by origin facility. Each card shows total quantities ordered, shipped, and received for that facility.  
+
+- **Origin and Product**  
+  Group TOs by both origin facility and item. Each card shows a specific item to be shipped from the corresponding origin facility.  
+  Example: If Product A is shipped from the New York store, the card displays Product A and New York store as the origin. Expanding the card shows all TOs that include Product A to be shipped from that origin.  
+
+
+### Sort by created date
+To sort TOs by created date, click the `Created Date` arrow icon to toggle between ascending and descending order.

documents/retail-operations/inventory/transfers-app.md

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+---
+description: The Transfers App lets you monitor inventory movements across multiple facilities and also create Transfer Orders (TOs). 
+---
+
+# Transfers App

documents/retail-operations/inventory/transfers-fulfillment.md

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+# Transfer order fulfillment
+
+When a TO is fulfilled (shipment created and dispatched), the Fulfillment section appears on the Transfer order details page.  
+This section lists all shipments associated with the TO, including shipment ID, tracking code, and status.  
+
+To view shipment details, select a shipment from the Fulfillment section.  
+The Shipment details card opens, displaying:
+- Shipped date  
+- Shipping method  
+- Carrier  
+- Tracking code  
+
+To learn how to fulfill a TO, refer to [Transfer Order Fulfillment](../../store-operations/transfer-order/transfer-order-fulfillment.md) guide.