Video walkthrough: Moving inventory with transfer orders
Watch this video to see how to create a transfer order, ship items from one location, and receive them at another.
Step 1: Create a Transfer Order
Create a transfer order in Digit to record the inventory movement.
Navigate to Inventory: From the main dashboard, go to the Inventory page.
Open Transfer Orders: Click on the Transfer Orders tab.
Start New Order: Click the + New transfer order button in the top-right corner.
Select Locations
Choose the locations involved in the transfer:
From: The warehouse where inventory is currently stored.
To: The destination warehouse or location.
Add Items
Select the items you want to transfer (for example, raw materials such as cacao beans or cacao butter).
Set Quantities: Review the available stock at the origin and enter the amount you wish to transfer in the quantity field.
Save the Order
Choose one of the following options:
Save – The transfer order remains in Draft status.
Save and set to Open – The transfer order is ready for shipment to the new location.
📘 Digit Tip: Transfer orders can be accessed from the Inventory, Shipping, or Receiving pages.
Step 2: Ship the Items
Once the transfer order is Open, the origin location can begin shipping.
Click the three-dot menu in the top-right corner.
Select Ship items.
The shipment process follows three steps: Pick, Pack, and Ship.
Pick
Select an item.
Enter the quantity being picked.
Click Pick.
Repeat for all items.
Pack
Open the Pack tab.
Select or create a container (such as a box or pallet). You can also pack items as is without a container.
Ship
Open the Ship tab
Select the shipment status, carrier, and shipping terms.
Click the Ship package to confirm the shipment.
Shipment status can be updated as the transfer progresses.
Step 3: Receive the Items
When the shipment arrives at the destination location, the inventory must be received.
Locate the Order: In the destination view (via the Inventory or Receiving page), open the transfer order.
Start Receiving: Click the three-dot menu and select Receive items.
Accept Items
Click Accept for each item in the table.
Assign Bins: Assign a specific bin location for storage at the receiving location.
Click Save.
Repeat for all items in the shipment. Once all items are received, the transfer order status automatically updates to Complete.
Transfer Orders help your team move inventory between locations while maintaining accurate stock levels across warehouses.