Create draft transfer orders from finished goods produced on work orders, choose destinations, post orders, and prepare for 3PL WMS push or FBA reconciliation.

Collection: Work Orders: Getting Started
Priority: P0


Who this is for

Shipping and logistics staff moving finished goods from a co-manufacturer or production location to a 3PL, FBA, or other destination warehouse.

Before you begin

Steps

1. Open Shipment Planning

Go to Inventory → Work Orders → Shipment Planning.

The Ready to Ship sub-tab lists finished goods available to transfer, filterable by source warehouse, destination warehouse, work order, and SKU.

2. Select finished goods

Check the rows for products and quantities you want to ship in this transfer.

If lot tracking is enabled, toggle Show Lots to select specific lots for each line.

3. Create Transfer Order

Click Create Transfer Order.

In the modal:

FieldNotes
Destination WarehouseWhere goods are shipping (3PL, FBA prep, internal DC)
Transfer Order StatusDraft (planning) or Posted (execute immediately)
Link Inbound ShipmentsOptional — for FBA/AWD destinations (see Reconcile to Amazon)
QuantitiesConfirm qty per line (and lot if applicable)

Click Create to save the draft transfer order.

4. Review draft transfer orders

Draft TOs appear in your transfer order list. Review quantities and destination before posting.

When your team uses internal notifications or custom shipment fields on draft TOs, configure those per your account setup before posting.

5. Post the transfer order

From Ready to Ship, select lines and click Mark as Posted, or post from the transfer order detail.

What posting does:

  • Creates an associated sales order to ship so inventory can be depleted when shipped
  • Moves the TO to the Posted TOs sub-tab

See What happens when I post a transfer order?

6. Next steps by destination type

Destination typeNext action
3PL warehousePush to WMS — sends inbound shipment/ASN to your 3PL (Push to WMS guide)
FBA / AWDReconcile to existing inbound shipments when creating or after posting (FBA reconciliation)
Internal warehouseShip All SOs or receive at destination as applicable

Posted TOs sub-tab

Switch to Posted TOs for bulk actions on posted transfer orders:

  • Push All to WMS — 3PL destinations
  • Ship All SOs — Mark associated sales orders shipped (depletes inventory)
  • Receive All — Receive at destination warehouse

What happens next

  • Inventory depletes from the co-man/production location when the associated sales order ships
  • 3PL receives ASN via WMS push; FBA shipments link via reconciliation
  • Move work orders and production run to Completed when all goods are shipped

Co-manufacturer workflow callout

Typical co-man shipping flow:

  1. Create draft transfer order when planning team has shipment details
  2. Post when ready to execute
  3. Push to WMS for 3PL (posts as inbound shipment/ASN)
  4. For FBA, reconcile one transfer order to multiple inbound shipments if Amazon split the inbound plan

Still stuck?

Contact support with the transfer order number and destination warehouse if push or reconciliation fails.