In order to help expedite the Sales process, Canix offers the functionality to create a Transfer directly from a Sales Order - pre-filling transfer details, saving you time, and helping to move through the process more efficiently.
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Navigate to Sales > Sales Orders
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Select a Sales Order that has not yet been assigned a manifest number
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i.e. A transfer has not yet been created for that sale
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Click the Order ID to open the Sales Order
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In the lower right, click Create Transfer
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Our system will pre-fill transfer details such as receiving facility, transporter, etc.
The Transfer will pre-populate with the transfer details from the last transporter used for that customer. If you have never transported to that customer before, our system will pre-fill with the transporter last used on your most recent Transfer. -
Confirm that all fields are populated and the transfer looks correct
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Click Create.
Things to note
When creating the Transfer, the package price will not be pre-populated from the Sales Order. You can enable this feature from the Admin menu.
To turn this feature on,
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Navigate to Admin > Settings
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Under Transfers - Save Transfer Prices from Sales Orders, click Enable.
Going forward all Transfers created from Sales Orders will pre-populate the transfer details as well as the package price.
