Requirements to be able to manage transfers
Have two warehouses or stores created in the system (at least), in order to be able to transfer from one location to another. You can see how to create a store in the section Create store or warehouse.
Have created products to be transferred. You can see how to create a product, in the section Create product.
Steps to make a new transfer
Go to the side menu and enter the TRANSFERS section, within the INVENTORY module.
The list of transfers appears and to make a new transfer, click on the NEW TRANSFER button (at the top right of the screen).
Once inside the new transfer screen, we must fill in the mandatory fields (marked with an "*"), those that are not already auto-completed.
Warehouse of origin*: select the warehouse or store from which the stock will be shipped.
Warehouse to replenish*: select the warehouse or store where the stock will be received (this field was previously called "Destination Warehouse").
Notes: additional notes on the transfer.
Labels: labels for the transfer.
Finally, when all the fields are filled in, click CONTINUE and the new transfer will be created in "Draft".
You can use the occupancy to determine if the destination warehouse or store has the capacity (in m3) to store all the products you want to ship.
Step 1: List of transfers
Step 2: Details of a new transfer
The "Details" tab also shows the "Status" block, with the user and date of each phase (Created by, Draft confirmed by, Allocated by, Shipped by and Received by), and the optional "Sales replenishment" section: by enabling "Replenish the sales made during a period" and entering a date range, the transfer can automatically propose the quantities to ship based on the sales made in that period (you can also check "Take into account in-progress transfers" to avoid duplicating units that are already on the way).
Steps to be able to edit, confirm, prepare and ship a transfer (from a transfer already registered):
In the "Order" tab of the transfer already created, we have to select the products to be transferred. To do this, we can search for them through the "simple search engine", through the "advanced search engine", or by scanning the barcode of the products.
When searching and selecting products, these will be added to the transfer and we will be able to edit the stock to be transferred (if we scan the barcodes, the stock will be autocompleted automatically, according to the number of times we scan each code; as long as we scan the barcode, with the cursor located outside the product finder).
Once all the products have been added, at the top right we find two buttons to confirm the order: ORDER, which confirms the draft and moves the transfer to the "Pending to Prepare" status (without allocating the stock yet); and ORDER AND ALLOCATE, which confirms the draft and, in the same step, allocates the stock in the warehouse of origin, moving it directly to the "Stock Allocated" status.
If it was confirmed with ORDER, the transfer stays "Pending to Prepare" and the PREPARE button appears on the "Delivery" tab: clicking it allocates the stock in the warehouse of origin and the transfer moves to "Stock Allocated" (this step can be undone with "Cancel Preparation").
Once the stock is allocated (whether by clicking ORDER AND ALLOCATE or PREPARE), the SHIP button appears on the "Delivery" tab: clicking it permanently subtracts the stock from the warehouse of origin and the transfer moves to the "Shipped" status (this can also be undone with "Cancel Shipment").
Step 3: Order tab, with the ORDER AND ALLOCATE and ORDER buttons
Both the "Order" tab and the "Delivery" tab include the Summary, Details and Historical sub-tabs: from "Details" you can keep adding or scanning products (including serial numbers, batches or UIDs), and "Historical" logs every stock movement associated with the transfer (movement type, quantities before/after, date and origin). The "Automatic jump to history disabled" toggle controls whether, when scanning a product, it automatically jumps to this sub-tab.
Steps to receive and confirm a transfer
Once a transfer has been SHIPPED, we can access it through the list of registered transfers, and we can also use the filters in the list to find it more easily (according to the origin or destination of the transfer, according to the status of the transfer or according to its type: whether it is a transfer or a replenishment).
Once the transfer to be received has been "detected", we will have to click on it and, from the "Delivery" tab, click the blue "Receive a pre-filled delivery note" button to automatically receive all the units shipped; or open its options and choose "Receive an empty delivery note" if we prefer to enter the received quantities manually. The transfer moves to the "Pending to Confirm" status.
Next to these buttons, the three-dot menu offers additional actions, such as printing the delivery note, exporting to Excel, creating labels or duplicating the transfer.
Finally, we click CONFIRM: the stock is added to the destination warehouse and the transfer moves to the "Received" status (this step can also be undone with "Cancel Reception"). From the "Historical" sub-tab of the "Delivery" tab you can check the detail of every stock movement associated with the transfer; keep in mind that this history only logs movements recorded from its implementation onwards, so older transfers may show it empty.
Step 4: Transfer in "Shipped" status, Delivery tab
Step 5: Transfer "Pending to Confirm", CONFIRM button
Step 6: Transfer "Received", Delivery / Historical tab