TO lifecycle

A transfer order moves through up to 7 statuses, plus a “Resumed” action that returns it from On Hold to an active state. This page is the reference.

The 7 statuses

Status	What it means	Typical entry
Draft	You’re composing the TO. No effect on inventory yet.	New TO created.
Sent	The TO has been dispatched. Source on-hand is decremented; destination incoming is incremented.	You click Send.
Partially Received	Some lines received; others outstanding.	First receipt at the destination.
Received	All lines received.	Last receipt.
Completed	Closed for reconciliation. Unlocks the post-completion tools: Fix On Hand Quantity, Fix Negative Incoming, and Adjust Incoming Quantity.	You click Complete from Received (or directly from Partially Received).
On Hold	Paused mid-flow.	You click Put On Hold.
Cancelled	Order cancelled.	You click Cancel.

Resumed is a transition action, not a status. From On Hold, the Resume (Sent) menu item returns the TO to Sent.

Status flow

Draft → Sent → Partially Received → Received → Completed
              ↓         ↓              ↓
                    On Hold (Resume → Sent)
              ↓
           Cancelled (available from Sent, Partially Received, Received, On Hold)

The detail page also exposes step-back actions — Revert to Draft (from Sent) and Revert to Sent (from Partially Received or Received) — for the rare case you need to undo a status change. These don’t change inventory in unexpected ways: each transition runs the same sync logic as a fresh forward move.

Mutability — what you can edit at each status

Status	Add lines	Delete lines	Edit planned quantity	Edit received quantity	Edit shipping
Draft	yes	yes (single or bulk)	yes	n/a	yes
Sent / Partially Received	no	individual lines only (no bulk)	no	yes	yes
Received	no	individual lines only (no bulk)	no	no	yes
On Hold	mirrors the status it was paused from	mirrors	mirrors	mirrors	mirrors
Completed	no	no	no	no	no — use the post-completion tools for reconciliation
Cancelled	no	no	no	no	no

Past Draft, you can’t add new lines. To add a forgotten SKU, use the Split Transfer Order action (see Shipping & receiving) or cancel and recreate. Single lines can still be deleted while the TO is Sent, Partially Received, or Received.

Removing several lines at once

While a transfer order is in Draft, the line-item table gains a checkbox on every row and one in the header — handy when a transfer generated from your forecast or from sales brings in more than you want to send.

Tick individual rows, or use the header checkbox to take everything the table is currently showing. It only ever covers the filtered rows, so searching first and then ticking the header is the quick way to clear out one vendor or one search term; the box shows a half-tick while only some of the visible rows are selected.
A Remove selected (N) button appears next to the search box once at least one row is ticked.
Clicking it asks you to confirm (“Remove N line items?”) before anything happens. Removing lines can’t be undone, so the confirmation is deliberate.

The checkboxes and the button disappear the moment the TO leaves Draft — from Sent onwards, lines can only be deleted one at a time.

Resume from On Hold

From On Hold, the only Resume option in the menu is Resume (Sent) — it puts the TO back into Sent. If you need to step further back than that (e.g., back to Draft), resume into Sent first, then use Revert to Draft.