SC | How-To Request an Inventory Transfer from LOB to LOB

    This process will outline how a customer will request and initiate an inventory transfer from one line of business to another.

    CURRENT LOB will specify the Line of Business that the inventory is CURRENTLY listed under
    NEW LOB will specify the Line of Business that the inventory WILL BE transferred under

    Process Outline:

    1. Place an order in ShipStation,
      • under the Line of Business for the inventory SKUs and QTYs that you would like transferred FROM the CURRENT LOB and TO the NEW LOB
    2. Create an ASN in InfoPlus,
      • under the Line of Business for the inventory SKUs and QTYs that you would like transferred TO the NEW LOB from the CURRENT LOB

    What is needed:

    • Specific SKUs that will be transferred between LOBs
      • NOTE: The same item may tracked under different SKUs for each line of business and may require the correct SKU to be entered
    • Specific QTYs that will be transferred between LOBs
    1. 1

      Create an Order in ShipStation for Units to Transfer

      Goal: Place an order in ShipStation under the CURRENT Line of Business for the inventory SKUs and QTYs that you would like transferred OUT OF the CURRENT LOB and to the NEW LOB
    2. 2

      Login to the CURRENT LOB ShipStation Account

      ShipStation Login Page


      Start by logging into the CURRENT LOB ShipStation account that you would like the inventory transferred OUT OF
    3. 3

      Create a Manual Order

      On the Order tab, select the option for 'New Order'


    4. 4

      Set the Store as 'LOB Transfer Orders'

      When creating a new order, set the store on the order as the 'LOB Transfer Orders' Store


    5. 5

      Set the Address as a ShipCalm Address

      ShipCalm - Camby
      • Name: TRANSFER TO [ NEW LOB ]
      • Address Line 1: TRANSFER TO [ NEW LOB ]
      • City: TRANSFER TO [ NEW LOB ]
      • State: IN
      • Zip Code: 46168

      ShipCalm - Whiptail
      • Name: TRANSFER TO [ NEW LOB ]
      • Address Line 1: TRANSFER TO [ NEW LOB ]
      • City: TRANSFER TO [ NEW LOB ]
      • State: CA
      • Zip Code: 92010


    6. 6

      Add Line Items for SKUs and QTYs to Transfer

      Next, add the individual line item SKUs and QTYs that you want to transferred OUT OF the CURRENT LOB and TO the NEW LOB


    7. 7

      Save the Order

      After confirming the orders has:
      1. The 'LOB Transfer Order' is set as the Store
      2. The ShipCalm Address has been added
      3. ALL SKUs and QTYs requesting to be transferred on the order

      Proceed with saving the order!


    8. 8

      Create an ASN in InfoPlus for Units to Transfer

      Goal: Create an ASN in InfoPlus under the NEW LOB for the inventory SKUs and QTYs that you would like transferred FROM the CURRENT LOB



    9. 9

      Login to InfoPlus; Navigate to the ASN Table

    10. 10

      Create an ASN in InfoPlus under NEW LOB

      1. Begin by navigating to the ASN and selecting 'Create ASN'.
        • Be sure to select the NEW LOB from the dropdown menu.
      2. Complete and fill out the ASN with the specific SKUs and QTYs added to the ShipStation order.
        • PO No.: Use the Customer Order No. that was generated by the initiating TRANSFER ORDER
          • LOB-TO-10001 for example

      • NOTE: The same item may tracked under different SKUs for each line of business and may require the correct SKU to be entered.
      • The SKU on the Order in ShipStation may be different than the SKU in InfoPlus on the ASN

      Use this Guide on how to create an ASN in InfoPlus for reference.