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Small and medium business | Business Central, N...
Suggested Answer

Is it possible Transfer order process during sales pick away operation

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Posted on by 202
Hi Community,

Is it possible to process a transfer order during a sales pick operation? During the sales order process, the salesperson only identifies stock availability in another location.

Can the shipment be completed from a different location? Or is it mandatory to check stock availability in the shipment area? If so, is a transfer order required before sales operations?

Thanks in advance!


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I have the same question (0)
  • Suggested answer
    Sohail Ahmed Profile Picture
    11,169 Super User 2026 Season 1 on at
    Great question — and it's a common real-world scenario in multi-location inventory management in Dynamics 365 Business Central.
     
     
    ---
     
    🔍 Scenario Breakdown
     
    You're asking:
     
    Can a sales pick or sales shipment be fulfilled from another location if the current location has no stock?
     
    Can a transfer order be created/processed during the sales operation automatically?
     
     
     
    ---
     
    🧭 Short Answer
     
    No, you cannot process a Sales Shipment or Sales Pick directly from another location unless that location is set as the Shipping Location on the Sales Order.
     
    Yes, a Transfer Order is required to move stock from one location to another before you can ship from the sales order's shipping location.
     
     
    ---
     
    ✅ Standard Process Flow
     
    If an item is out of stock in Location A (your default location), but available in Location B:
     
    1. Sales Order is created with Location A (default).
     
     
    2. Stock is not available in Location A → user manually identifies stock in Location B.
     
     
    3. Create a Transfer Order:
     
    From: Location B
     
    To: Location A
     
    Ship and Receive the Transfer Order.
     
     
     
    4. Once the item is received in Location A, you can proceed with:
     
    Sales Pick
     
    Sales Shipment
     
     
     
     
    > 💡 Business Central does not auto-create or auto-transfer stock across locations just because it's available elsewhere. This requires user or customization-driven logic.
     
     
     
     
    ---
     
    🛠️ Alternatives & Customizations
     
    If you want to automate or simplify this:
     
    1. Customization Option
     
    Create a customization (or Power Automate flow) to:
     
    Detect lack of stock in the sales location.
     
    Offer to create a Transfer Order from available stock locations.
     
    Possibly notify warehouse or planning team.
     
     
     
    2. Advanced Warehousing or WMS
     
    If you're using Advanced Warehouse Management, you can control Pick-from Bin Code behavior — but you still need the item in the location physically (via transfer or purchase receipt).
     
     
    3. Change the Sales Order's Location
     
    If the customer allows shipment from another location (e.g., direct shipment from a secondary warehouse), update the Location Code on the sales order before shipment.
     
    Caution: This has pricing, tax, and logistics implications.
     
     
     
    ---
     
    🔚 Final Answer
     
    > ✅ You must either change the location on the sales order or transfer the stock first using a Transfer Order.
    ❌ Sales Picks and Shipments cannot automatically pull from other locations unless the item is physically available in the selected location.
     
     
     
    ✅ Mark this answer as verified if it helps you.
     
     
     
  • Suggested answer
    Mansi Soni Profile Picture
    8,951 Super User 2026 Season 1 on at
    Hello,

    In Business Central, it is not possible to process a transfer order directly during a sales pick operation. If stock is not available at the location specified on the sales order but is available at another location, the system requires that a transfer order be created to move the inventory from the source location to the sales (shipment) location. The shipment of the sales order must occur from the location specified in the sales order, and the system checks stock availability only at that designated location. Therefore, it is mandatory to ensure that the stock is available at the shipment location before the sales order can be picked and shipped. If the stock resides in a different location, a transfer order must be processed in advance to bring the items to the correct location for fulfillment.

    Hope this answer will help you!

    Regards,
    Mansi Soni
  • Suggested answer
    RockwithNav Profile Picture
    8,941 Super User 2026 Season 1 on at
    No Sir, You need to execute the Transfer order to the current location and then execute the pick process.
    You can go ahead with this customization though.
  • Suggested answer
    Ramesh Kumar Profile Picture
    7,547 Super User 2026 Season 1 on at
    I don't think so as part of standard process. But you can build custom logic
     
    Thanks
    Ramesh
     
    If this was helpful, please check the "Does this answer your question?" box and mark it as verified.

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