Disclaimer: The settings shown are not available with the standard LilyPad Vortex package. Transfer orders are only available to Lilypad 3PL users.
Creating a Transfer Order:
Only salespeople have the ability to create Transfer Orders.
To create a Transfer Order, unlike a Sales Order, no customer has to be selected. Once Transfer order is selected you will see a TO appear at the top right, meaning you are making a transfer order. Items can be placed directly into the cart. (The customer selection tab is now been removed since we are entering a Transfer Order)
From the shopping cart you can change the quantity of products and use the search bar to add more products.
You can also leave notes for specific line items from the drop down on the right.
The Transfer Order checkout page will have only the to/from address’ , the fulfillment date, and the carrier information .
