Stock Transfer Workflow
Stock Transfer, with this feature, you can transfer particular items/products from your current location to any other location.
- Login to the Warehouse management app account.
- Right on top, you can see your current location.
- Click on Stock Transfer on the home page.
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- Once the Stock Transfer feature gets opened, you can see Transfer to.
- When you click on the Select drop-down sign, you can see the list of locations. Select the location where you want to transfer the products.
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- Now add the products which you want to transfer.
To add products:
- Enter the product name.
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or
- Click on the magnifying glass icon and select products one by one.
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or
- Enable the Scan Units. Enter the Barcode or click on the camera icon and scan the barcodes of the products that you want to transfer.
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- While selecting the products, enter the Transfer Qty for each product.
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- In case of Matrix Product, you can see an additional Select SKU button under Transfer Qty column, click on it.
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- Enter the Transfer Qty beside the Sku you want.
- Click on Save.
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- If you want to remove any added products, simply click the Delete icon.
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- After adding the products, click the Transfer button to complete the process. You'll see a message as shown below to enter Special Handling Information, (if any). You can click on Cancel if you do not want to add any Special Handling Information.
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- Lastly, you need to click on the Sync Inventory Updates to Back-Office button on the home page, so that whatever updates you've made get reflected in the back office.
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You'll see such message (as shown below) when the Stock Transfer Order is created successfully.
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- Once you sync back the products and orders from the back office and go to the Pick-Pack-Ship workflow, you'll see the Stock Transfer entry added, along with the Special Handling Info (if added).
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Note - The stock transfers not synced to the back office can be seen when you click the Pending Stock Transfer button.
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Only when the stock transfer is synced or the pending list is deleted, you'll be able to perform the next Stock Transfer.
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Updated 23 days ago