Warehouse Inventory Transfer

Overview

At times you may need to transfer inventory from one location to another (e.g., multiple stores, not enough room, etc.). With Sellercloud, you can transfer inventory between facilities and track it from the moment of request through transit and arrival.

Transferring inventory between warehouses can be accomplished in one of three ways:

• For a single product transfer – Transfer Inventory tab on the Product Warehouse page.
• For a single product or Multiple product transfer – Transfer Between SKUs page on the Inventory menu. Learn more about that here.
  This requires the client setting Enable Inventory Transfer from SKU to SKU.
• For single or multiple product transfers – Warehouse Inventory Transfer tool on the Manage Inventory page.

Transfer Inventory Between Warehouses

Warehouse Inventory Transfers reserve the quantities being moved from the moment you create the Transfers. However, you can enable the Client Setting Enable Warehouse Inventory Transfer Request Reserves Exclude Pending Transfer Status to only reserve the inventory once the transfer has status Requested, and Pending  Transfers will not reserve quantity or be included in automatic Inventory Calculations. Enabling the setting will trigger a Queued Job that will recalculate the inventory of all SKUs currently in Pending Warehouse Inventory Transfers, to remove those reserves.

Inventory transfers can be done individually or in bulk.

Individually

1. Navigate to Inventory > Manage Inventory > Open a product > Toolbox > Warehouse > Transfers > Edit icon.
2. Click on the Add icon.
3. Enter the warehouse you want to transfer from, and the warehouse you want to transfer to. Then enter the number of units to transfer, the transfer reason, optionally the inventory cost, and click Transfer.

In bulk

1. Go to Inventory > Tools > Warehouse Inventory Transfer.
2. Click on the Add button at the lower-right corner to create a new transfer request.
3. Give the transfer a title and select a company.
4. Select the warehouse from which the product is leaving.
5. Select an interim warehouse through which the product will be transferred.
6. Select a final warehouse to which the product will be stored.
7. If desired, add a note. When ready, click on the blue arrow in the top right corner.
   
8. Add products to your request. This can be done in bulk as a file upload by selecting the arrow in the top right corner or by selecting the plus button and searching items.
9. a) To use the search products window to filter your search. You can add multiple products at one time by pasting the SKUs in the text box. Check the products to be transferred and click Add Selected or Add & Close.b) To use the file upload, click on download template and open the file that is downloaded. Fill out the file accordingly and upload it on that same pop up window.
10. Add quantities in the grid, then click Finish.
    
11. A new window will pop up. Click View Transfer Details.
    
12. On the newly opened page, click on the Actions menu and then click Set Requested.
13. When the item is ready to ship, open the Actions menu again and click Set Shipped. At this point, the inventory will switch over to the interim warehouse.
    • To edit the shipped quantity, go to the Actions menu and set the transfer to Unshipped, then edit the quantity and set it as Shipped again.
      When shipping Expirable items from a bin-enabled warehouse, make sure they have been picked and have a Lot Number assigned, or you will get an error.

• When the item is received at the other warehouse, open the Actions menu again and click Set Received. Setting the inventory as Received will transfer the inventory to the final warehouse.

Using the filters available on the Warehouse Inventory Transfer page, different employees can be assigned to process different stages of the transfer. u For example, the employee who actually ships the shipment can go to Status > Requested to filter specifically for transfer requests. This will bring up all requests that have been approved for shipping, at which point the employee can open each request individually and set them to Shipped status.

Note: All stages of the transfer will be logged by the user and the date of the action.