Warehouse Transfers

Create Picking List	Convert to Picking List	Post Packing List	Mark as In Transit	Convert to GRN	Post the GRN

This is the process to follow when you want to transfer products from one warehouse to another.

Following a strict warehouse transfer process is crucial because it ensures inventory accuracy, prevents costly stock discrepancies (like lost or damaged goods), and optimizes order fulfillment speeds. Without a rigid system, physical inventory quickly falls out of sync with your system numbers

01 Create Picking List

Click on Warehouse > Stock Out (Packing List) > Add Packing List and then select Warehouse Transfer

Note

We create a Picking List first, and then convert it to a Packing List

• Picking List = items that you would like to be packed
• Packing List = items that you have actually packed for the transfer

Select Transfer Type & Delivery Information

In the Add a new Packing List form, enter the following:

• Process: Manual or Barcode.
  • Manual means that only items that are not on barcodes will can be packed
  • Barcode means that only items with barcodes can be packed (use a scanner or choose barcodes manually)
• Warehouse From and Warehouse To
• Delivery Information such as vehicle details and waybill number

Click Save.

Add items to Picking List

In the Warehouse Transfer form, click on the Add Line button. Select the [[style]] Colourway that you want to transfer and click Add.

For the Colourway that you added, enter the number of units to be transferred for each Size Point and click the Save button.

Continue adding as many Colourways as needed.

Print Picking List

You have the option of printing a Picking List for your warehouse staff to use to complete the picking.

Click on the Print button.

Note

When you create the Picking List, the stock levels for the items on the list are adjusted in Warehouse OUT: the Reserved stock level increases and the Available stock level decreases.

02 Convert to Packing List

In the Packing List (Warehouse Transfer) form, click on the Convert to Packing List button.

In the line for each Colourway, enter the actual number of items that have been packed for each Size Point and click Save.

At this point, an email is sent out to the relevant users stating that there is an unposted Packing List for attention.

03 Post the Packing List

You now need to lock the Packing List by Posting it. In the Packing List form, click on Post.

Note

When you post the Packing List, the stock levels for the items on the list are adjusted in the Warehouse OUT: the Reserved stock level decreases back doen to the level it was before the transfer was initiated.

04 Mark as In Transit

When the items are dispatched from the Warehouse OUT, mark the Packing List as in transit by clicking the In Transit button on the Packing List form.

05 Convert to GRN

When the items arrive at the Warehouse IN location you need to convert the Packing List to a GRN (Goods Received Note) so that you can formally record and verify the physical arrival of the stock.

In the Packing List form, click on Convert to GRN.

Note

If the quantity actually received at the Warehouse IN is different to the quantity on the GRN, then you’ll need to create a Stock Adjustment to account for the difference - click on Warehouse > Adjustments > Add New

06 Post the GRN

In order to make the newly transferred stock available in the Warehouse IN location, you need to Post the transfer GRN.

In the GRN, click on the Post button.

Note

When you post the GRN, the stock levels for the items on the list are adjusted in the Warehouse IN: the Available stock level increases by the amount transferred.

Summary

The table below shows a summary of the steps, the status changes and stock adjustments:

Step	State	W/h OUT Stock Change	W/h IN Stock Change
01 Create a Picking List	Picking / In Prep	Reserved (+X), Available (-X)
02 Convert to a Packing List	Packing / Requested
03 Post the Packing List	Posted	Reserved (-X)	Incoming (+X)??
04 Mark Packing List as In Transit	Posted / Dispatched
05 Convert to GRN	Transfer Unposted
06 Post the GRN	Posted / Received		Available (+X) Incoming (-X)?