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Action and progress your internal stock transfer to the next stage using the Advanced Method. The Advanced Method for managing Transfers allows more flexibility by providing extra statuses for holding of stock.
To Receive a Dispatched Transfer navigate to: Inventory > Transfer Management > Receive
Most of the filtering fields are self explanatory, however see the detailed information below for the more advanced fields.
Transfer Number - entering a transfer number in this field will ignore all other search options. A transfer number that is not available to be moved to the Allocated status will return no results.
Transfer Type - limit the results to only the ticked Transfer Type. Multiple options can be ticked
Apply filters as required > click Search.
Note: sorting of the columns will refresh the page and erase any quantities you have entered. Ensure to apply sorting prior to entering any quantities.
View this report in-page, print or Export to Excel.
Action the Transfer
There are multiple options for actioning the transfer:
- scan products directly into the PLU Scan field. Each scan will increase the Pick field by a quantity of x 1
- enter quantities directly into the Received field
- enter quantities directly into the GRA field to Use the Stock Transfer Variance Manager
- click Copy Across to process in bulk - the Dispatched Qty is copied into the Received field
Enter Received quantities as required > click Receive or Make Available > select Receive to move the Transfer to the next stage, OR select Make Available for the inventory to be both 'Received' and moved directly to the 'Available' status.
Note: if you find you cannot access one of the Transfer statuses, it may be because the transfer was created via the Simple Method.
Simple Transfers - only progress through the statuses Proposed > Dispatched and Made Available.
Advanced Transfers - can progress through ALL statuses: Proposed > Request > Allocate > Pick > Dispatch > Receive > Make Available
You can identify the method used upon creation by editing the Transfer and viewing the Mode.
A Note on Over Receipt
During a transfer, if the Received quantity exceeds the Dispatched quantity, a red exclamation mark is displayed and the product line is highlighted green.
Click Receive or Make Available to proceed. The following prompt will now appear:
The original Dispatched value is received or made available as normal. The over received value is sent to the Variance Manager for actioning.
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