With multiple inventory locations in Zedonk, stock may need to be transferred between your locations. This lesson will cover your options to create Stock Transfer Requests between your inventory locations
Click on 'Stock Transfers' from the list view directly
...or from the Product Stock Inventory dropdown
1. Document Type Filter: Filter to view either of the following options.
A Transfer Request (TR) is similar logic to a Sales Order in Zedonk.
A Transfer Ticket (TT) is similar logic to a Pick Ticket in Zedonk.
A Transfer Note (TN) is similar logic to 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 into the Transfer Tracker (TT) for that specific Transfer 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.
On the New Transfer window, select the type, Manual or Automatic. The difference between the two 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 occuring)
>> 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)
Then select the Location the stock is going from, then the Location the Stock is heading to. Once complete, click [OK]
You may recognise a lot of these fields from what you see when you raise a sales order in Zedonk.
Use Quick Add to add products one by one
...or use advanced add to add multiple products at once.
Then confirm the quantities per product for the transfer
They will then pull through for your reference as below:
You can review the quantities on the transfer request by product quantities and unit quantities.
A Transfer Request number is generated. and you will have access to the Transfer Tracker (TT) area to manage the Transfer Request.
Once the Transfer Request (TR) has been raised, the TR units will be deducted from Available Stock (+ Projected) immediately.
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.
If you created an Automatic transfer request, you can access the Transfer Tracker area to review the Transfer Request and Transfer Note created.
*Automatic Transfer Requests and Notes cannot be made inactive, but the quantities are linked. So if the quantities needed to be amended, you would need to edit the quantities on the Transfer Request which will update on the Transfer Note.
Click 'Print'
Select options then click 'Print' again
Your Transfer Request PDF will export as per the following example:
