Choosing a transfer order type
Every transfer order starts the same way: click Inventory > Transfer orders > + New transfer order. First, choose how the order should be fulfilled:
Auto-receive: Selected inventory is immediately marked shipped and received at the designated destination bin. There’s no separate ship, pack, or receive step; the transfer completes as soon as you save.
Auto-pick: Selected inventory is immediately picked for the transfer order. You still ship and receive it manually at the destination. Only the picking step is automatic.
Manual: Items are picked, packed, shipped, and received manually at every step. This is the original transfer order flow.
📘 Digit Tip: Transfer orders can be accessed from the Inventory, Shipping, or Receiving pages.
The rest of this guide walks through each type separately, then covers where to find a record of everything that’s been transferred.
Auto-receive
Auto-receive is the fastest path: select what’s moving, and the transfer completes immediately with no separate shipping or receiving step.
Step 1: Select locations
Choose Auto-receive from the transfer order type screen, then select the From and To locations. These must be different locations — you can’t transfer within the same location.
Step 2: Pick items to populate the order
Once both locations are selected, click Pick to populate order.
Select a default destination bin. This prefills as the destination for every item you add; you can still override it per item afterward.
Add items by scanning their serialized code or item barcode.
Scanned items prefill with the default destination bin, source bin, and label quantity automatically.
Adjust the quantity to pick or destination bin for any item if needed. Quantity to pick can’t exceed the amount on the label.
Click Add items.
Step 3: Save
Review the items and quantities, then click Save.
The order auto-receives the items and completes immediately; there’s no need to pick, pack, ship, or receive separately.
Auto-pick
Auto-pick automates the picking step only. You still ship the order from the origin and receive it at the destination, just like a Manual transfer.
Step 1: Select locations
Choose Auto-pick from the transfer order type screen, then select the From and To locations, same as Auto-receive.
Step 2: Pick items to populate the order
Once both locations are selected, click Pick to populate order.
Add items by scanning their serialized code or item barcode.
Adjust the quantity to pick for any item if needed. Quantity to pick can’t exceed the amount on the label.
Click Add items.
Once you’re done, click Save.
The order is created with a status of In progress; items are picked, but still need to be shipped and received.
Step 3: Ship the items
From the transfer order, click the three-dot menu in the top right and select Ship items.
This opens the Shipping order modal, which follows the same Pick, Pack, and Ship steps as a standard shipment. Since Auto-pick already picked the items, the Pick tab will already show 100% picked.
Pack: Select or create a container (like a box or pallet), or ship items as-is without one.
Ship: Once everything is packed, select the carrier, shipping terms, and tracking number, then update the shipment status to confirm it’s on its way.
Step 4: Receive the items
At the destination location, open the transfer order, click the three-dot menu, and select Receive items.
Click Accept for each item.
Assign a bin for storage at the receiving location, along with the location and any package or weight info.
Click Save (or Save & print to print a new label for the item at its new location).
Once every item on the order has been accepted, the transfer order status updates to Completed.
⚙️ Setting: The Assign bins step only appears for organizations with bin tracking enabled. If your organization doesn’t use bins, this step is skipped, and inventory is received directly at the warehouse location.
Manual
Manual gives you full control at every step: items are picked, packed, shipped, and received one at a time, with no automation.
Step 1: Create the order
Choose Manual from the transfer order type screen.
Step 2: Select locations and add items
Select the From and To locations, same as the other transfer types.
Click Add items and search for the items you want to transfer.
You can select multiple items at once.
Click Add items again to confirm your selection.
Enter the quantity you’d like to transfer for each item.
Step 3: Save
Unlike Auto-receive and Auto-pick, Manual gives you two ways to save:
Save (keeps the order in Draft status)
Save & set open (moves it to Open status).
The order must be Open before you can pick, pack, and ship it.
Step 4: Ship and receive
Once the order is Open, shipping and receiving follow the same Pick > Pack > Ship flow, and Receive > Accept flow as Auto-pick above; the only difference is that items were picked manually instead of automatically.
Finding transferred items
To see a record of everything that’s been transferred across every transfer order, go to Inventory > Transferred items tab.
This view lists every transferred line item individually, with its received quantity, inventory label, and the transfer order it belongs to, as well as its origin location and source bin, and its destination location and destination bin.
Transfer Orders help your team move inventory between locations while maintaining accurate stock levels across warehouses.