--- title: "Branch Transfer via a Sales Order" canonical: "https://kb.myframeworks.com.au/space/CO/30532230/Branch%20Transfer%20via%20a%20Sales%20Order" format: markdown --- # Overview When the **receiving branch** creates a branch transfer via the Finalise Transfer process, a corresponding sales order is created in the **supplying branch**. It is then the responsibility of the supplying branch to pick, release, and deliver the requested products to the receiving branch and the receiving branch’s responsibility to then receipt the stock into their branch. # Receiving Branch ## Creating a Branch Transfer Sales Order To create an internal branch transfer of products from one branch to another via a Sales Order, from the home **Dashboard**, perform the following: ### 1. Navigate to Sales Orders 1. Click the **Frameworks Menu**, then navigate to **Sales **>** Transaction Processing **>** Sales Order** from the navigation tree. ### 2. Create the Sales Order From the [Sales Orders Dashboard](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28391216) screen you will perform the following: 1. Click **New **to open the **New Sales Order **window and enter the required information for the sale order 2. Enter the required products in the sales order. > ✅ Refer to the [Create a Sales Order](https://sterlandsupport.atlassian.net/wiki/spaces/CO/pages/30521804) for additional information on creating a sales order. ### 3. Create a Linked Branch Transfer Order 1. Click **Actions** then **Linked PO** to link the Sales Order to a Transfer Purchase Order. The Sales Order fulfillment screen is displayed. 2. Enable the **Sel** checkboxes on the product/s you require to create the transfer order for. 3. From the **Source** drop-down menu, select **Transfer. ** > ℹ️ For CDF/Warehouse products, from the **Source **field also select **Transfer;** however, leave the **Supplier **field blank. ![image]() > ✅ Refer to [Create a Sales Order for warehouse products](https://sterlandsupport.atlassian.net/wiki/spaces/CO/pages/30532224) for more information > ✅ > ✅ Refer to the **Branch Stock** section under the [Product Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378114) User Manual for more information on defining **CDF Sourced **products. 4. If required to be updated, from the **Supplier **field, enter the internal supplier number or click the **Search** icon to open the **Alternate Supplier **Finder to select the supplying branch. > ✅ Refer to the [Branch Maintenance](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28390994) User Manual for additional information on defining internal supplier numbers. 5. If required, update the **Quantity**,** Date Req, Reference **and/or** Use PO **fields. > ℹ️ The **Date Req** field is required to create an order. 6. Click **Create Orders** to create the branch transfer purchase order. > ⚠️ You MUST **Finalise Transfer** to create a sales order for the supplying branch. (See below). 7. Click the **Purchase Order# **hyperlink to open the branch transfer Purchase Order. ![image]() ### 4. Finalise the Transfer Order After you have created the transfer order, you will need to finalise the transfer order. Once finalised, the branch transfer Purchase Order is locked so that no additional changes can be made. To finalise the branch transfer order, perform the following: 1. On the **Delivery Details **tab, confirm and update the **Order From **details and the **Shipping Basis **option. 2. Click the **Actions **button and select **Finalise Transfer **from the menu. When finalise transfer has been selected, two things occur: - In the background the - **Supplying branch **will automatically create a linked **Branch Transfer Sales Order.** - **Receiving branch** will be marked **Locked - Order Created** and a hyperlink to the supplying branch's sales order will be added on the right of the screen. In the **Linked S/O **column, the originating customer sales order number and a hyperlink to quickly access the original sales order will be displayed. - Once the **Finalise Transfer **option has been selected, the **Branch Transfer Sales Order Details **window will be displayed. Here you can update some of the details of the branch transfer sales order for the **Supplying Branch **such as - Assignee: Click the **Pencil** icon to update/add an assignee for the sale order as well as any notes. A notification will be sent to the new assignee, and a diary note will be added to the sales order. - **Description: **Enter a description for the transfer, and it will be added to the **Transaction Description** field on the **Header **tab within the sales order for reference. - **Dispatch Method: **From the drop-down menu, you can update the **despatch method **for the sales order. - **Print Picking Slip**: Enable this checkbox to print a picking slip for the staff at the supplying branch. - **Printer: **Select the printer for the print picking slip option. The printer will default to the Supplying Branches defined Picking Slip Printer or the Supplying Branched NuVu Default Printer, if the Picking Slip Printer is not defined. - **Email Picking Slip: **Enable to email a picking slip to the supplying branch's despatch department. The **Save **the **Picking Slip** email options window is displayed, allowing you to update the email details. Click **Save** to update these settings on the supplying branches sales order. ![image]() > ℹ️ **Notifications while the Order is with the Supplying Branch** > ℹ️ > ℹ️ A [notification](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28378350) is sent to the assignee of the branch transfer purchase order when changes are made by the supplying branch. The notification is provided when: > ℹ️ > ℹ️ - The quantity of a linked product is changed on the Transfer Sales Order > ℹ️ - A linked product is deleted on the Transfer Sales Order > ℹ️ - A linked product is back-ordered on the Transfer Sales Order > ✅ Refer to the [Supplying Branch ](#supplyingBranch)for more information on the processes of the supplying branch before receiving the transfer. ### Receiving the Transfer > Macro (include) ### Completed the Original Sales Order Once the goods from the [Supplying Branch](#supplyingBranch) have been received and recited in stock, you can continue to process the original sales order as normal. # > Macro (anchor) Supplying Branch > Macro (include) # Additional Information > ✅ Refer to [Linked Purchase Orders](https://sterlandsupport.atlassian.net/wiki/spaces/CO/pages/30523144) for more information.  > ✅ > ✅ Refer to the [Branch Transfer via a Purchase Order](https://sterlandsupport.atlassian.net/wiki/spaces/CO/pages/30515152) for more information.  > ✅ > ✅ Refer to [Quick Branch Transfers](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401308) for more information.
Related System Settings - Flags/General | System Settings - Flags | Description | | --- | --- | | **FWPurIntCst** | All internal branch transfer purchase orders will not print costs | | **OrderDel** | Default the sales order delivery date to today | | **OrderDelDt** | Default the sales order delivery date to zero | | **OrdDelBrnT** | Restrict deleting products on Branch Transfer S/O | | **OrdRBrnT** | Restrict adding products on Branch Transfer S/O | | **PurSBrnT** | Use lowest Delivery for Branch Transfer Receipting | | **PurStockBrn** | Disallow adding non-stocked products to a PO except from a linked SO (Branch Level) | | **PurStockProd** | Disallow adding non-stocked products to a PO except from a linked SO (Product Level) | | System Settings - General | Description | | --- | --- | | **OrdTfrDesp** | Default despatch method for branch transfers | | **OrdTfrArea** | Default delivery area for branch transfers | | **BTReqTime** | Default Requested Time for Branch Transfer Sales Order
This requires the **Miscellaneous Table > System Requested Delivery Times **to be configured. | > ✅ Refer to [Purchasing and Receipting Related System Settings](https://sterlandsupport.atlassian.net/wiki/spaces/FRAM/pages/28401318) for more information to activate these flags.