List of Transfers

The transfers list serves as the landing page for the transfers module, and shows transfers that were created in WMS. Any user can use this page to look up deliveries or goods out notes that are associated to a transfer, and Managers can begin to create, edit and fulfil transfers from here. It's also possible to apply filters to the list in the same way as in other parts of WMS to find the selection of transfers that you're interested in.

Page actions

Transfers can be selected using the check box to the left to allow actions to be applied to them. These actions can be found at the top right of the screen:

Create New

(Managers only) Allows you to create and begin configuring a new transfer.  You will be asked to specify the source warehouse and a transfer reference to begin.

Edit Transfer

(Managers only) Reopens a saved transfer, regardless of whether it has been fulfilled, shipped or received.

View GON’s

Redirects you to the GON list, filtered to show GONs relating to the selected transfer

View Deliveries

Redirects you to the deliveries list, filtered to show deliveries relating to the selected transfer

Clone Transfer

(Managers only) Makes a copy of an existing transfer, regardless of whether it has already been fulfilled.  The source warehouse, destinations, products and quantities will all be copied to a new transfer.

Delete

(Managers only) Removes the selected transfer and its content from WMS.  Note that it’s not possible to delete transfers once they have been fulfilled.

Configure & Export

Allows the user to reorder, select or exclude columns, and to define the sort order for the list of transfers.

Help

Redirects the user to our online help pages.

 

Using actions from the Transfers List

Creating a new transfer (managers only)

  1. From the Transfers list, click the Create New button at the top right of the page. This will open the ‘Create a new transfer’ modal.
    Screen_Shot_2019-06-11_at_09.17.43.png
  2. In the Transfer Reference field, enter a reference for the transfer.
    • The system will auto generate one for you, but entering something meaningful here will help you identify the transfer in future.
  3. In ‘Source Warehouse’ use the drop-down menu to select which of your warehouses you will be transferring inventory from.
  4. Click ‘Create’

A dialogue will confirm the new transfer’s reference and ID, and you’ll be redirected to the Edit transfer screen for the new transfer.

Opening an existing transfer (managers only)

  1. From the Transfers list, select the transfer that you’d like to open
  2. Click the Edit Transfer button at the top right of the page

You’ll be redirected to the Edit transfer screen for the new transfer.

Cloning a transfer (managers only)

  1. From the Transfers list, select the transfer that you’d like to clone.
  2. Click the Clone Transfer button at the top right of the page (under More Actions).  The ‘Clone transfer’ modal will open.
    Screen_Shot_2019-06-11_at_09.18.59.png
  3. In the Transfer Reference field, enter a reference for the transfer.
    • The system will auto generate one for you, but entering something meaningful here will help you identify the transfer in future
  4. Click ‘Create’.

A dialogue will confirm the new transfer’s reference and ID.

Deleting a transfer (managers only)

  1. From the Transfers list, select the transfer that you’d like to delete.
  2. Click the Delete Transfer button at the top right of the page (under More Actions).
  3. A dialogue will ask you to confirm that you want to delete the transfer.  Click OK
  4. A second dialogue will confirm that the transfer has been deleted.

Finding GON’s related to a transfer

  1. From the Transfers list, select the transfer.
  2. Click the View GON’s button at the top right of the page (managers will find it under More Actions).

You’ll be redirected to the GON list, pre-filtered to show GON’s relating to the selected transfer

Finding deliveries related to a transfer

  1. From the Transfers list, select the transfer.
  2. Click the View Deliveries button at the top right of the page (managers will find it under More Actions)

You’ll be redirected to the deliveries list, pre-filtered to show deliveries relating to the selected transfer

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