Having multiple inventory locations in Zedonk means you will occasionally need to move stock between them. This lesson guides you through creating Stock Transfer Requests between your inventory locations.
There are two types of transfer requests: Manual Receipt and Automatic Receipt.
From the Product Stock Inventory list view, click Stock Transfers.
Alternatively, select Stock Transfers from the Product Stock Inventory dropdown menu.
Within the Stock Transfers List view, you can review all existing stock transfers.
Stock Transfers List View
1. Document Type Filter
Filter the list view using the following options:
- Transfer Request (TR): Follows the same logic as a Sales Order in Zedonk.
- Transfer Ticket (TT): Follows the same logic as a Pick Ticket in Zedonk.
- Transfer Note (TN): Follows the same logic as a Delivery Note in Zedonk.
2. Transfer Tracker (TT)
Similar to the Order Tracker (OT) in Zedonk, but specific to your transfer requests. Click here to jump directly into the Transfer Tracker (TT) for that specific request.
3. Document No - Transfer Request/ Ticket/ Note number
4. Transfer Number - Transfer Request (TR) document number
5. From Location - The location the inventory is being transferred from for that transfer request.
6. To Location - The location the inventory is being transferred to for that transfer request.
7. Season - The season specific to that Transfer Request.
8. The progress of the Transfer Request, hover over to get more information.
9. Quantity - the number of product units on the document.
10. Total - Value of the TR/TT/TN
11. + New Transfer - Click here to create a new Transfer Request between inventory locations.
12. Selected Menu - Click here to manage your document selection, export CSVs/PDFs.
To create a new stock transfer between locations for the relevant season, select [+ New Transfer].
A New Transfer pop-up window will appear.
Manual Receipt vs Automatic Receipt
Note: The difference between a Manual Receipt and an Automatic Receipt is as follows:
Manual Transfer: A Transfer Request is raised, then once the transfer is performed and complete, the Transfer Note is manually raised (as below), and marked as Shipped/Received.
Inventory won't be deducted from the origin location and reflected in the destination location until the Transfer Note is created and marked as 'Received'.
(Would be used when transferring stock between physical inventory locations as there is an actual shipment of stock occurring)
Automatic Transfer: A Transfer Request is raised, and alongside this, the Transfer Note is immediately raised and automatically marked as Shipped/Received.
Inventory will be automatically deducted from the origin location, and present in the destination location.
(Would be used when transferring stock between virtual inventory locations as there is no actual shipment of stock)
How to create a Manual Receipt.
Select Type > Manual Receipt.
Note: See below for How to create an Automatic Receipt.
Then, select the From Location (the location the stock is being sent from) and the To Location (where the stock is being sent to). Once complete, click [OK].
Next, complete the details for the stock transfer on the Order Details tab.
Tip: You may recognise many of these fields from when you raise a Sales Order in Zedonk.
On the Products tab, add the products you want to include in this transfer request.
On the Products tab, use Quick Add to add products one by one.
Alternatively, use Advanced Add to add multiple products at once.
Once you have added the products, confirm the quantities per product for the transfer.
To reference the inventory levels specific to the location you intend to transfer the stock FROM, click on the toggle icon to select which inventory levels you would like to reference:
They will then pull through for your reference as below:
On the 'Totals' tab
You can review the quantities on the transfer request by product quantities and unit quantities.
Click [Save]
Note: A Transfer Request (TR) number is generated. and you will have access to the Transfer Tracker (TT) area to manage the Transfer Request (TR).
Once the Transfer Request (TR) has been raised, the TR units will be deducted from Available Stock (+ Projected) immediately.
Note: If you created a Manual transfer request, you will need to complete the transfer request by raising a transfer note from the Transfer Tracker area and marking it as Shipped and Received.
Until a Transfer Note is raised, the units will be listed in the 'Transfer Pending In' column of the destination location's Product Stock Inventory.
Transfer units will only be deducted from the Closing stock of the origin location once the Transfer Note is created.
Tip: For more information on raising a Transfer Note see, Multi Locations - Product Stock Inventory - Raise a Transfer Note (TN) for Manual Transfer Requests.
How to create an Automatic Receipt.
Select Type > Automatic Receipt.
Then, select the From Location (the location the stock is being sent from) and the To Location (where the stock is being sent to). Once complete, click [OK].
Next, complete the details for the stock transfer on the Order Details tab.
On the Products tab, add the products you want to include in this transfer request.
Once you have added the products, confirm the quantities per product for the transfer.
Click [Save] to confirm.
Note: A Transfer Note (TN) will is immediately raised and automatically marked as Shipped/Received.
Tip: You can access the Transfer Tracker (TT) area to review the Transfer Request (TR) and Transfer Note (TN) created.
Warning: Automatic Transfer Requests and Automatic Transfer Notes cannot be made inactive because their quantities are linked. If you need to change the quantities, simply edit the Transfer Request and the Transfer Note will automatically update.
To export the Transfer Request
Click 'Print'
Choose your print settings, select the format as PDF, then click Print.
Tip: You can export your document as a PDF or Microsoft Word file.
Your Transfer Request PDF will export as per the following example: