Warehouse Transfer Reference
Technical specifications, workflow states, and troubleshooting for inter-warehouse transfers.
Workflow States
Inter-warehouse transfers progress through the following states:
| State | Description | Stock Impact |
|---|---|---|
| Draft | Transfer order created, still editable. | No impact. |
| Confirmed | Stock is reserved at the source warehouse. | Reserved at Source. |
| Shipped | Goods are in transit. | In Transit (Virtual Location). |
| Done | Transfer completed and received. | Available at Destination. |
System Requirements
Location Configuration
- Source Location: Must be an Internal location with available stock.
- Transit Location: A virtual location used to track goods while moving.
- Destination Location: Must be an Internal location.
Prerequisites
- Storable products with inventory tracking enabled.
- Sufficient "Available" quantity at the source location.
- User permissions for "Internal" stock picking types.
Dashboard Metrics & Widgets
The system provides several ways to monitor transfers:
In-Transit Widget
- Count: Number of active "Shipped" transfers.
- Total Value: Financial value of all goods currently in transit.
- Aging: Analysis of how long items have been in transit.
Reports
- Average Transit Time: Time taken from "Ship" to "Receive".
- Accuracy Rate: Percentage of transfers completed without quantity discrepancies.
Troubleshooting
| Issue | Cause | Solution |
|---|---|---|
| Cannot see "Ship" button | Transfer is not in "Confirmed" state. | Ensure you have clicked "Confirm" first. |
| Cannot see "Receive" button | Transfer has not been "Shipped". | Ensure the sending warehouse has marked it as Shipped. |
| Cannot edit products | Transfer is Confirmed or Shipped. | Cancel the transfer to return to Draft (if not yet Shipped). |
| Stock remains in Transit | The "Receive" step was never performed. | Navigate to the Shipped transfer and click Receive. |