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.

For larger companies with multiple employees processing different stages of transfer, the preferred transfer tool is the Warehouse Inventory Transfer tool. In this article, you will learn how to use this tool.


Warehouse Inventory Transfer

  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.The image shows the Add button.
  9. 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.
  10. Add quantities in the grid, then click Finish.
    The image shows the Save button.
  11. A new window will pop up. Click View Transfer Details.
    The image shows the pop up window.
  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.
  14. 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.


Alpha Transfer Inventory Between Warehouses

Transferring inventory between warehouses can be accomplished in 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.
    This requires the client setting Enable Inventory Transfer from SKU to SKU.
  • For single or multiple product transfer  – Warehouse Inventory Transfer tool on the Manage Inventory page.

For larger companies with multiple employees processing different stages of transfer, the preferred transfer tool is the Warehouse Inventory Transfer tool on the Manage Inventory page.

  1. Click on Warehouse Inventory Transfer in the Inventory menu.
  2. Click New Request.
  3. Select the warehouse from which the product is leaving.
  4. Select an interim warehouse through which the product will be transferred.
  5. Select a final warehouse to which the product will be stored.
  6. Add products to your request. Use the search products window and filter your search if desired. Add multiple products at one time by pasting the SKUs in the text box. Save the products to the transfer request.
  7. Add quantities in the grid, and save the request.
  8. Open the Action menu and click Set Requested.
  9. When the item is ready to ship, open the action menu again and click Set Shipped. At this point the inventory will switch over to the interim warehouse.
    • To edit shipped qty, set the transfer to “Unshipped” in the action menu, then edit qty and set as shipped again.
  10. When the item is received at the other warehouse, open the action menu again on this request and click Set Received. Setting the inventory as Received will transfer the inventory to the final warehouse.

Different employees can be assigned to process different stages of the transfer, using the filters on the Warehouse Inventory Transfer page to filter the transfer requests. For example, the employee who actually ships the shipment, can filter the transfer requests in the Status filter by selecting the Requested status for transfer requests. This will bring up all requests that have been approved for shipping. Then, the employee can open each request and set them with a Shipped status.

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

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