Warehouse Transfers

Items > Warehouse Transfers

Warehouse Transfers are used to order product from other warehouses in the district. Warehouse transfers can be created manually and are created automatically via the Ordering Guide if approval is required via the building or item.

Warehouse Transfers Screen

Screenshot of the Warehouse Transfers screen as described on this page.

  1. Search - search by warehouse

  2. Open and Requested - filter by Warehouse Transfer status (All Statuses, Open and Requested, Approved, Closed, Completed, Open, Requested, Shipping, Short Received)

  3. All Fulfillment Warehouses - filter by the warehouse that will be fulfilling the transfer

  4. Reset - click to reset search parameters

  5. Add New Transfer - click to create a warehouse transfer
    Screenshot of the Add New Warehouse Transfer modal as described on this page.

    1. Receiving Warehouse - select the warehouse that is receiving the transfer

    2. Delivery Address - choose the Receiving Warehouse's delivery address

    3. Fulfillment Warehouse - select the warehouse that is fulfilling the transfer. Note: This will be pre-poulated with the Receiving Warehouse's selected Central Warehouse if applicable.

    4. Expected Date - select the expected date

    5. Item Tags - select item tags to pre-populate the transfer with tagged items

    6. Shopping List - select a shopping list to pre-populate the transfer with items on that list

    7. Cancel - click to return to the previous screen without saving changes

    8. Save - click to be redirected to the individual transfer screen

  6. Advanced - click to open additional filters

  7. Receiving Warehouse - filter by the warehouse that will be receiving the transfer

  8. Expected Date - filter by expected date range

  9. Approved Date - filter by approved date range
    Inventory Route (not pictured) - filter by inventory route(s)

  10. Items - filter by inventory item(s) included on the transfer

  11. Search - click to search by advanced filters

  12. Identifier - click to sort by transfer identifier

  13. Expected Date - click to sort by transfer Expected Date

  14. Receiving Warehouse - click to sort by receiving warehouse

  15. Fulfillment Warehouse - click to sort by fulfillment warehouse

  16. Status - click to sort by transfer status

  17. Pencil - click to be redirected to the individual transfer screen

  18. Calendar - hover to view transfer history

  19. < > - click to scroll through pages

Individual Warehouse Transfer

Screenshot of the Individual Warehouse Transfer screen as described on this page.

  1. Copy Warehouse Transfer - click to create a duplicate of the warehouse transfer

  2. Status - notice the transfer status

  3. Fulfillment Warehouse - notice the warehouse that will be delivering the product

  4. Print Warehouse Transfer - click to request a warehouse transfer report

  5. Expected Date - change expected date of receipt if needed

  6. Identifier - change transfer identifier if needed

  7. Warehouse -notice the warehouse that will be receiving the product

  8. Delivery Address - change the delivery address if needed

  9. Reference Number - enter a reference number for documentation purposes if needed

  10. Identifier - click to sort by item identifier

  11. Item - click to sort by item. Notice the Item Name, Description, and # of base units per preferred unit of measure.

  12. Quantity - click to sort by quantity. Enter the requested quantity. Note: this is pre-populated if the transfer originated from an Ordering Guide.

  13. Unit of Measure - click to sort by unit of measure. Select the inventory unit of measure. Note: this is pre-populated if the transfer originated from an Ordering Guide.

  14. Quantity Available - click to sort by the current total quantity of the fulfillment warehouse

  15. Trash Can - click to remove the item from the transfer

  16. (i) - notice the indication that this item requires approval by someone with approval rights

  17. Search Items - search for items or click the Magnifying Glass to add inventory items to the transfer for which the receiving warehouse has rights.
    A screenshot of the item search modal as described on this page.

    1. Search - search for inventory items permitted to be used at the selected warehouse

    2. Tags - filter by item tags

    3. Reset - click to reset filters

    4. Identifier - click to sort by identifier

    5. Name - click to sort by name

    6. Quantity Available - click to sort by the total on hand quantity of the fulfillment warehouse

    7. Checkbox - check to add item to adjustment

    8. < > - click to scroll through pages

    9. Close - click to return to the adjustment screen with added items

  18. Notes - enter notes as needed for documentation

  19. Delete - click to delete the warehouse transfer

  20. Close - click to return to the Warehouse Transfers screen

  21. Save - click to save the transfer and return to work on it later
    Request Transfer (not pictured) - click to request the transfer

  22. Approve Transfer (only available for users with security rights to approve) - click to approve the transfer if approval is required via the building or item

After requesting or approving if needed, the warehouse transfer will generate a corresponding Item Fulfillment.