Copy Transfer Orders

You can quickly duplicate an existing transfer in 10X ERP to save time when moving the same products repeatedly. Using the Copy function, the system creates a new transfer with all line items carried over, with options to include notes and attachments. After copying, you can review and adjust details like the ship method before publishing. This simplifies recurring transfer workflows and reduces manual entry.

• Open the Existing Transfer you want to duplicate.
• Click the Copy Button to initiate the transfer duplication process.
• Select Copy Options to include notes, attachments, or assign to a specific customer if needed.
• Create the New Transfer by confirming the copy action with all items carried over.
• Verify Ship Method to ensure delivery details are accurate before proceeding.
• Publish the Transfer to finalize and enable shipment processing.
• Send, Print, or Create Shipment to complete and confirm the transfer.