Create warehouse transfer action

The "Create warehouse transfer" Automation action automatically raises a warehouse transfer to move items on your sales orders between warehouses.

The resulting transfer will be fulfilled to a goods-out note ready for your warehouse staff to pick, pack and ship. Read more about warehouse transfers here.

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Configuring the "Create a warehouse transfer" action

Quantity to transfer

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This option allows you to choose many units to transfer. There are two options:

  • Choose "Unallocated inventory" to transfer only the inventory that hasn't already been allocated to the sale. For example, if there are 10 units on the sales order, and 3 units are allocated, selecting this option would transfer 7 units.
  • Choose "Same quantity as on the sale" to transfer exactly what's on the sale, regardless of what has already been allocated. For example, if there are 10 units on the sales order and 3 units are allocated, selecting this option would transfer 10 units.

Partial transfer

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This lets you choose whether or not Automation should create the transfer when not all the items are available to be transferred.

If set to "Yes", Automation will transfer the available items.

If set to "No", Automation will not transfer any items until they all become available.

Warehouses

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In the "Warehouses" section, choose the source warehouse for the inventory items.

If multiple warehouses are an option, you can set a prioritized list and Automation will attempt them in your chosen sequence. 

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Also choose the destination warehouse, i.e. where you'd like the items to be transferred to.

Transfer reference

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Transfer references must be unique, so the order ID, source warehouse ID and date are always automatically used in the reference.

To make transfers more easily identifiable, you can use this section to set a prefix for the transfer reference.

Shipping method

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If appropriate, choose the shipping method for the resulting goods-out note(s).

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