Inter warehouse transfer
An inter warehouse transfer transaction is used to transfer inventory between warehouses, both the source warehouse and the destination warehouse must have the item in order to be able to transfer the inventory. Inventory will be reduced from the source warehouse and the destination warehouse inventory will be increased at the specified location.
Inter warehouse transfer requests list
The inter warehouse transfer requests list can be filtered by the transaction number, Source warehouse, Destination warehouse and Status.
Username: is the user that created the transfer request.
Date: the date the transaction was created.
| Status | Description |
|---|---|
| Open | Order is open and ready to be picked. |
| In use picking | Order is being dispatched. |
| In use receiving | Order is being confirmed. |
| Completed | Order has been picked and confirmed. |
| Locked | Order is locked and editable, cannot be dispatched or confirmed. |
Creating an inter warehouse transfer
On the Inter Warehouse Transfer screen the if the user has the appropriate permissions, they will be able to see the blue plus button on the lower corner.
After clicking the plus button the user will be redirected to the create screen where they will be able to begin creating the inter warehouse transfer request.
The available inputs for the transfer request header are as follows:
Source warehouse: the warehouse the inventory will be transferred from.
Destination warehouse: the warehouse the inventory will be transferred to.
Udf Fields (1,2,3,4,5): User defined fields used to enter any additional information that may be required. These fields are optional.
Comment: Used to enter any additional information that may be required. Optional field.
After entering all the information for the required fields the user will be able to add the products that are going to be transferred.
Item: Item id for the product to be transferred.
Quantity: Quantity to transfer. If the item has multiple Unit of Measures then a dropdown will be available for the user to select one.
Comment: Optional field used to add user defined information.
After clicking the Add button a modal with a confirmation message will appear.
Once a detail has been added to the transfer request the details list will be populated.
A Remove button will be available to remove any details from the transfer request if necessary.
Info
While the transfer request is being edited it will be on status Locked which means it cannot be picked, in-transit or confirmed. In order for the transfer to become available for the users to pick the user has to change the status to open using the dropdown.
Transfer Request Details
The transfer request details screen contains information about the request header and it's details.
From: Source warehouse, where the inventory will be dispatched from.
To: Destination warehouse, where the inventory will be received.
User: User that created the transfer request.
Created date: Date the transfer request was created.
| Status | Description |
|---|---|
| Open | Order is open and ready to be picked. |
| In use picking | Order is being dispatched. |
| In use receiving | Order is being confirmed. |
| Completed | Order has been picked and confirmed. |
| Locked | Order is locked and editable, cannot be dispatched or confirmed. |
Picked: The quantity of the product that was picked by line vs the quantity that was ordered.
Confirmed: The quantity of the product that was confirmed to be received on the destination warehouse.
Confirmed History: Will redirect the user to another page where they will be able to view all the inventory received for a specific line.
The In transit tab is used to view all the inventory that is on it's way to the destination warehouse once it has been dispatched.
Transfer request confirmation
Confirm all
To confirm all of the items dispatched on a transfer request the user must be logged into the destination warehouse.
When logged into the destination warehouse after going to the order they will be able to see a Confirm all button on the top right corner of the Details or In transit tab.
Info
The order must be In transit and the user logged into the destination warehouse in order to confirm the inventory received.
Once the confirm button is clicked and the modal is confirmed the inventory will be transferred to the destination warehouse at a default location.
Confirm by line number
When confirming by line number the user will be able to receive the products on a user specified location with the quantity the user wishes to receive. They will be able to reject lines and send them back to the source warehouse.
After clicking the Confirm by line button the user will be redirected to another screen.
Info
The order must be In transit and the user logged into the destination warehouse in order to confirm the inventory received.
The Pending to be confirmed tab contains all of the products that were dispatched from the source warehouse and are on transit to the destination warehouse. The + and - buttons are used to either reject or confirm receipt of the line items. Once either of those buttons are clicked the user will be able to confirm or reject the line item on the box at the right of the screen.
Here, the user will select the location the item will be placed at on the destination warehouse and the quantity to receive.
When rejecting an item the available locations on the input will be the locations from the source warehouse.
