Transfer assets from one location to the other by moving the assets through the transfer order process. You create a transfer order and move it from its initial Draft status to the final Received status.

1. Navigate to Inventory > Transfer Orders > Create Transfer Order.
2. Select values from the From Stockroom and To Stockroom lists.
   Note: If you select the same stockroom for both fields, the transfer order automatically moves from Draft to Received as soon as a transfer order line is added.
3. Select a date and time from the Delivery by date date picker.
4. Click Submit.
5. Open the transfer order.
6. Next to Transfer Order Lines, click New.
7. Select a model for the transfer order line.
8. If the model is a consumable, specify a quantity in Quantity Requested.
9. Click Submit. If necessary, add more transfer order lines.
   After creating transfer order lines, the transfer order and all of the transfer order lines are in the draft stage. While a transfer order or a transfer order line is in the draft stage, it can be deleted.

   Note: When an asset is part of a transfer order set to Draft, the asset record updates to show the asset as reserved. No one else can request or transfer the asset while it is reserved.
   When you create a transfer order line, based on the model category specified in the asset, a transfer order line task is automatically created. The transfer order line task helps you to progress through the various stages of the transfer order line. Each transfer order line task represents a particular stage in the transfer process. As you close a task, a new task is created and the transfer process moves to the next stage.
10. Open the transfer order line task and click Close Task.
    The transfer order line task is completed and a new transfer order line task is opened.
11. Keep closing each task till you reach the last stage (Received). Once you close the task for the Received stage, the transfer order line is completed and closed.
    All transfer order lines and the transfer order are marked Delivered.

You can delete a transfer order only if the transfer order is still in the draft stage.

1. Navigate to Inventory Management > Transfer Orders > Transfer Orders
2. Select the check box beside a transfer order.
3. From the Actions on selected rows menu at the bottom of the list, click Delete.

   Alternatively, you can cancel a transfer order or a transfer order line while it is in Requested or Shipment Preparation stage.

You can delete a transfer order line only if it's still in the draft stage.

1. Open a transfer order.
2. Select the check box beside a transfer order line.
3. From the Actions on selected rows menu at the bottom of the list, click Delete.

   Alternatively, you can cancel a transfer order or a transfer order line while it is in Requested or Shipment Preparation stage.

When you receive a transfer order and if there is a problem with all or some of the items, you can return the transfer order.

1. Navigate to Inventory Management > Transfer Orders.
2. Select a transfer order that is in the Received stage.
3. Click the transfer order line Number of the item to return.
4. Click Return.
5. Enter a quantity to return.
6. Enter a reason for the return.
7. Select the Defective check box to return items that are broken.

   Defective items are returned to the stockroom from which they were delivered, but are not added to available stock. Instead, they are tracked in the separate category named "Defective" so they cannot be requested or transferred again.

8. Click OK.
9. Click Update.

   A new transfer order line is automatically created.

   A new corresponding parent transfer order is also automatically created with the new transfer order line on it.

10. If you are returning a consumable, navigate to the transfer order line record and click the model name to open the model record.
    The model record shows which stockrooms contain the model. The one defective model is listed.

    Note: The defective model is still at the stockroom to which it was delivered. The defective model needs to be transferred back to the stockroom where it originated.
11. Move the new transfer order through the regular transfer order process.
    Items are automatically returned to the stockroom from which they were delivered. A transfer order line item that has been returned cannot be delivered at a later time.

    If you return another defective model from the same, original order, the two defective returns are merged into one line item.