A transfer consists in supplying the inventory of a warehouse with items coming from another warehouse.
It takes place in 3 steps.
Step 1: Transfer request
One warehouse sends a transfer request to a supplying warehouse.
It contains several lines of items to be sent to the warehouse.
A transfer request is an internal purchase request.
Step 2: Shipping
Once the transfer request has been validated, the supplying warehouse fills in the items as they are shipped in the "Shipment" function in order to alert the requesting warehouse and keep the inventory status up to date.
The shipped items then appear on the Transfer request [Shipping] tab.
Step 3: Receipt
The warehouse having issued the transfer request receives the items.
In order to generate the corresponding inventory entries, it enters a receipt in CARL Source as would be done for a purchase request in the [Purchasing] module or receives the items directly from the action menu of the transfer request.
The receipt lines are shown in the Transfer request [Receiving] tab.
Items that can be transferred to a warehouse are inventory managed items for which the supply mode is "Restocking" or "Mixed" for this warehouse; see Item [Procurement].
If the procurement mode is "Restocking" for a given warehouse, a transfer request will be the only way of procuring the item for this warehouse.
See Transfer request statuses.
Creating a transfer request
- In the [Inventory] module, select the [Transfer requests] function.
→ The list of transfer requests is displayed.
- Click on the add icon
.
→ The transfer request detail form is displayed for creation purposes; see Transfer request [General].
Creating by duplicating
- In the [Inventory] module, select the [Transfer requests] function.
→ The list of transfer requests is displayed.
- Select the [Criteria] tab, enter the search criteria (to enable you to find the request to be duplicated) and click the [Results] tab.
→ The requests corresponding to your criteria are displayed.
- Check the request to be duplicated and then select "Duplicate" on the menu of the add icon.
→ The detail form of the request is opened for creation purposes. All the fields that can be initialized and the PR lines are initialized with the fields of the original request, but they can be modified.
Transfer lines
- Once the general information has been entered, go to the [Transfer lines] tab to enter the items and/or services in the request.
See Transfer request [Transfer lines].