A Stock Transport Order [STO] is created and processed just like a regular Sales Order.

To create an STO, click the link on the Stock Transport Order home page

Sales-Stock transport order-menu link-CREST ERP

This will open the New STO screen Header. Choose the To Facility. You can give the STO a name, if necessary

Sales-STO-Header-CREST ERP

Click Continue to save and move to the Shipping Details screen. On this screen, choose the Ship from Facility and the Shipping Method.

Sales-STO-Shipping details-CREST ERP

Click Continue to save and move to the Order Items screen. Choose the Items to be transferred against the STO and add them to it, one after the other. To remove any added item, select it and click Remove Selected. If updating the Unit Price of any item, select it and click Recalculate Order after changing the price.

Sales-STO-Item details-CREST ERP

Click Continue to the Confirmation screen.

Sales-STO-Confirm-CREST ERP

Click Create to save the Order.

Sales-STO-Saved-CREST ERP

When a new STO is saved, footer Action menus become accessible.

STO-Footer menus-New order-CREST ERP

Create Transfer Outgoing Shipment – same as Create Shipment Refer STO-Ship The Order
Create as New Transport Order – Clone/Copy to a New STO
View Transport Order History – Order status history, item history and shipment history

Last modified: May 19, 2021

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