# Create a transfer out 1. Click **Inventory/Purchasing**. 2. Click **Transfer Outs**. 3. Click **New**. 4. On the **Header** tab, enter the transfer out information.

Field	Description
Order No.	The order number. Store Manager can automatically generate an order number, if required.
Order Status	The order status. This value is set by Store Manager. Values include Open, Released, Completed.
Order Date	The date the transfer out was created.
Date Required	The date the transferred items are required by the transfer recipient.
Delivery Status	The delivery status. This value is set by Store Manager. Values include Open, Partial, and Completed.
Invoice Status	The invoice status. This value is set by Store Manager. Values include Open, Partial, and Completed.
Reference	Reference information related to the transfer out.
Date Placed	The date the transfer out was placed.
Matrix Layout	Select this option if you want to add matrix items to the transfer out. If this option is selected, on the Items tab you can then add matrix items: Click Add. From Type, select Matrix. From Code, click browse, select the matrix item, and click OK. Click Save And Close. The Matrix Item dialog displays.
Transfer Type	Select one of the following: Standard: The transfer is a standard transfer. Supplier: The transfer is between the store and a supplier. Click the browse icon to select the supplier. Store Manager will add the supplier's address to the Ship To field. Inter-Store: The transfer is between a warehouse and stores whose inventory is managed by Central Manager. Click the browse icon to select the store that acts as the warehouse. Store Manager will add the store's address to the Transfer From field.
Transfer From	The name and address of the source of the transferred items.
Ship To	The name and address of the recipient of the transferred items.
Requisitioner	The person who requested or authorized the transfer out, if applicable.
Terms	The payment terms for the invoice, if applicable.
Invoice Discount	The discount on the invoice items, if applicable. Select one of the following: Nil: No discount. Amount: Enter the dollar amount of the discount. Percent: Enter the percent discount.
Shipping Methods	The shipping method to use, if applicable.
FOB point/Freight	Enter the free on board (FOB) designation in the first field. This indicates who has ownership of the items during shipment. In the second field, enter who is paying for shipping. It is typically prepaid or collect.
Currency/Rate	The currency and rate associated with the Shipping Method.
Comment	Comments related to the transfer out, invoice, or shipment.

5. On the **Items** tab, add the items that you want to transfer.

Button	Description
Add	Click Add to add an item to the transfer order. Click the browse icon beside the Code field and search for the item by lookup code or alias. In the Details field, enter any details about the transfer of this item. In the Quantity field, enter the quantity of the item being transferred. Note: You can configure Store Manager to block transfer outs on items if the quantity on hand is less than the transfer out quantity.
Edit	Select a line and click Edit to edit the line item.
Delete	Select a line and click Delete to delete the line item from the transfer order.
Quick Scan	Click Quick Scan to add an item to the transfer out by scanning it.
Formula	Click Formula to set discounts on line items (by amount or percentage). You can save the discounts for a specific period of time. You can also apply discounts to selected line items or to all line items in the transfer out.
Show Details	Click Show Details to show or hide the details panel to the right. Use the drop-down list to view Ordering Guidance, Sales History, Order History, or KPI data for the selected line item.

6. On the **Charges** tab, add any charges that apply, such as shipping charges. SHOW MORE INFO

Button	Description
Add	Click Add to add charges to the transfer out. Click the browse icon beside the Code field to select the charges. In the Details field, enter any details about the charges. In the Quantity field, enter the quantity of the charges being applied. Enter an Order Number, if required. Enter a Unit Price for the charges. From Tax Code, select any applicable taxes. Click Save And Close.
Edit	Select a line and click Edit to edit the charges.
Delete	Select a line and click Delete to delete the charges from the transfer out.

Button

Description

Add

Click Add to add charges to the transfer out.

Click the browse icon beside the Code field to select the charges.
In the Details field, enter any details about the charges.
In the Quantity field, enter the quantity of the charges being applied.
Enter an Order Number, if required.
Enter a Unit Price for the charges.
From Tax Code, select any applicable taxes.
Click Save And Close.

Edit

Select a line and click Edit to edit the charges.

Delete

Select a line and click Delete to delete the charges from the transfer out.

7. Click **Save and Edit**. 8. Click **Release** to release the transfer. 9. Click **OK** to confirm that you want to release the transfer. The **Order Status** changes to **Released**. 10. (Optional) Print or email the transfer. --- # Agent Instructions: Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://docs.rmhpos.com/store-manager/manage-purchase-orders-and-transfers-out/creating-transfer-order.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.