Shipping & receiving
On this page
Section titled “On this page”- One shipment per TO
- Carrier dropdown
- Receiving — full or partial
- Splitting a TO
- Discrepancies on receipt
- See also
One shipment per TO
Section titled “One shipment per TO”A TO has exactly one shipment. The shipment record holds the carrier, tracking number, and shipping date. If you need to dispatch the same items in two physical shipments (different carriers, different days), use Split Transfer Order to break the TO into two — see below.
Carrier dropdown
Section titled “Carrier dropdown”Pulled from Settings → Carriers. If your carrier isn’t listed, add it there first.
Receiving — full or partial
Section titled “Receiving — full or partial”Open the TO and click Receive Items. The receive dialog shows every line with its planned quantity and a “Receive” input. Enter the received quantity per line and save.
- Full receipt — all remaining lines fully received → status becomes Received.
- Partial receipt — some lines partially or fully received, others not → status becomes Partially Received. Receive the rest later from the same dialog.
When you’re done with receipts and want to lock the TO for reconciliation, use Complete from the actions menu — see Lifecycle for what that unlocks.
Splitting a TO
Section titled “Splitting a TO”Use Split Transfer Order in the TO detail’s actions dropdown when you need to break one TO into two — common reasons:
- A forgotten SKU on a Sent TO (you can’t add new lines past Draft, but you can split out a new draft and add to that).
- Splitting a partial receipt so the un-received remainder lives on its own TO and the already-received items stay closed on the original.
- Dispatching the same plan in two physical shipments with different carriers or dates.
Available on any TO except Completed and Cancelled.
In the split dialog, each line gets a mode:
| Mode | What happens |
|---|---|
| Keep | The line stays on the source TO unchanged. |
| Move | The whole line moves to the new TO. |
| Split | A portion of the planned quantity moves to the new TO; the rest stays on the source. |
Smart defaults if the source TO is Partially Received:
- Fully-unreceived lines default to Move.
- Partially-received lines default to Split — only the unreceived remainder moves.
- Fully-received lines default to Keep (their work is done).
You can choose to create the new TO as a fresh Draft or to inherit the source TO’s status.
Discrepancies on receipt
Section titled “Discrepancies on receipt”- Under-receive. The remainder stays as incoming at the destination. Receive later, or split off the remainder, or cancel the remaining quantity.
- Over-receive. Blocked with a validation error — the dialog won’t let you save a receive larger than the planned quantity for that line. If the extra units really arrived, investigate with the origin location, then use a stock take or (once the TO is Completed) the Fix On Hand Quantity tool to reconcile.
See also
Section titled “See also”- Lifecycle — what receipts and completion do to status.
- Inventory effects — what receipts do to inventory.