Streamline Warehouse Transfers with Transfer Orders
Table of Contents
- Introduction
- What are Transfer Orders?
- How to Create a Transfer Order
- Transferring Items with Serial Numbers
- Transferring Batch Tracked Items
- Initiating a Transfer and Receiving Later
- Instantly Completing a Transfer
- Tracking Transfer Orders with After Ship Integration
- Activating Tracking for Transfer Orders
- Viewing Transfer Status and History
- Recording Receipt of Transfer Orders
- Printing Transfer Orders
- Swapping the Positions of Warehouses
- Deleting Transfer Orders
- Conclusion
Introduction
In this article, we will dive into the transfer orders section of multi-warehouse management in Soho inventory. We will explore how transfer orders can streamline the process of transferring stock from one warehouse to another, eliminating the need for manual stock level updates. By the end of this article, you will have a comprehensive understanding of how to create, track, receive, and manage transfer orders efficiently.
What are Transfer Orders?
Transfer orders are a vital tool for businesses with multiple warehouses. They allow the seamless transfer of goods from one warehouse to another, ensuring that supplies are readily available when needed. This feature is particularly important for warehouse managers who need to predict when goods will arrive at the destination warehouse to effectively manage sales and order fulfillment.
How to Create a Transfer Order
To create a new transfer order, navigate to the items tab on the left pane and select "Transfer Orders" from the drop-down list. Click the "New" button on the top right corner of the screen. Here, you can enter the specific details of the transfer, such as the source warehouse, destination warehouse, and the goods to be transferred.
Transferring Items with Serial Numbers
If you are transferring items with serial numbers, Soho inventory provides the option to select the specific serial numbers to be transferred. Clicking on this option will open a dialog box where you can choose the desired serial numbers from a list.
Transferring Batch Tracked Items
For batch tracked items, you have the flexibility to select the batches from which the specified quantity of items will be picked. This feature allows for precise control and allocation of batch tracked items during transfer.
Initiating a Transfer and Receiving Later
If you wish to start a transfer but receive it at a later time, click on "Initiate Transfer." This sets the transfer order's status to "In Transit," and the stock receipt needs to be manually recorded when the items are received.
Instantly Completing a Transfer
For immediate transfers, click on "Transfer and Receive." This initiates the transfer process, and the stock is transferred right away. This option is suitable when the stock needs to be immediately available at the destination warehouse.
Tracking Transfer Orders with After Ship Integration
The After Ship integration in Soho inventory allows you to track your transfer orders and receive real-time updates on the whereabouts of your stock. To activate tracking for your transfer orders, go to the items module on the sidebar and click on "Transfer Orders" from the drop-down menu.
Activating Tracking for Transfer Orders
Once you have selected the transfer order you wish to track, ensure it is in the "In Transit" status. If not, create a new transfer order and click on "Initiate Transfer." On the transfer order details page, click the "Track Stock Transfer" button and enter the tracking details provided by a shipment carrier service.
Viewing Transfer Status and History
To view the status and history of your transfer, open a tracked transfer order and click on the transfer timeline at the top. A slider window will appear on the right, showing the current location and complete history of your stock transfer in a timeline format.
Recording Receipt of Transfer Orders
When the stock is delivered, you must manually record the receipt of the transfer order. To do this, select the desired transfer order in transit, go to the details page, and click "Mark as Received." Select the receive date and click "Save." The stock will be transferred to the receiving warehouse.
Printing Transfer Orders
If you need a physical copy of a transfer order, you can easily print it from the details page. Select the desired transfer order and click on the print icon. This enables you to have a tangible record of the transfer for documentation purposes.
Swapping the Positions of Warehouses
In certain scenarios, you may need to swap the positions of the source and destination warehouses in a transfer order. Soho inventory allows you to do this without recreating the entire transfer order. Simply select the transfer order you wish to modify and use the provided option to swap the positions.
Deleting Transfer Orders
To remove a transfer order from your system, select the transfer order you wish to delete and click on the delete icon above the transfer order. Confirm the deletion in the pop-up window, and the transfer order will be permanently removed from your records.
Conclusion
In conclusion, transfer orders are a powerful feature in Soho inventory that simplify the process of transferring stock between warehouses. By following the steps outlined in this article, you can create, track, receive, and manage transfer orders with ease. This functionality enhances the efficiency of multi-warehouse management, ensuring timely availability of goods and seamless order fulfillment.
