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How to Add and Track Shipping Costs on Transfer Orders

Heidi Hatch avatar
Written by Heidi Hatch
Updated over a month ago

Overview:
Shipping costs can now be added directly to transfer orders in Luminous. This shipping cost automatically carries over to associated documents, including the resulting purchase order, sales order, and receiving report. This guide explains how to apply a shipping cost and where to see it reflected.


Step-by-Step Instructions

1. Create a New Transfer Order

  • Navigate to Inventory > Transfer Orders.

  • Click Add New Transfer Order.

  • Fill in the standard transfer order details (source and destination, etc.).

  • Select the products to transfer and enter the quantities.

2. Add a Shipping Cost

  • Scroll to the Shipping Cost field.

  • Enter the desired shipping cost (e.g., $50).

  • The total amount will update automatically to reflect this cost.

3. Save and Post the Transfer Order

  • Click Save.

  • Mark the transfer order as Posted to generate related documents.


Where to See the Shipping Cost Reflected

In the Resulting Sales Order

  • Click into the linked Sales Order (e.g., TEST-10).

  • The shipping cost appears as a separate line item along with product costs.

In the Purchase Order

  • Go to Purchasing > All Incoming to find the generated Purchase Order.

  • Click into the PO to see the shipping cost included—no manual input needed.

In the Receiving Report

  • Go to Receiving > Create Receiving Report.

  • Search and select the associated PO.

  • The shipping cost auto-fills as expected, just like with standard shipments.


Common Questions

Does the shipping cost impact accounting totals?
Yes, it’s included in the total cost calculation across all related documents.

Can shipping costs be edited after posting the transfer order?
No, shipping costs must be added before posting. Edit the transfer order if adjustments are needed.


Need more help?
Contact the support team via chat or email for further assistance.


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