Inter-warehouse transfer

This chapter presents an example of how goods are transferred from one warehouse to another in order to reduce the stock in the issuing warehouse and increase the stock in the receiving warehouse.

This will be done using the PANTHEON functionality of inter-warehouse transfer.

CASE SUMMARY The new LARA3 tents were received from manufacturing to the finished products warehouse. The Warehouse Manager, Warren Warehouse, transfers these products to the wholesale warehouse so that the products can be issued. To do this, he uses the inter-warehouse transfer functionality and performs the following steps: Selecting the appropriate document type Creating a new transfer document Entering transfer document header Entering transfer lines Checking transfer values and adding a note Printing the transfer document

1. Selecting the appropriate document type

Document types allow structured data management. The settings you define on the document types speed up the user's work and reduce the chance of errors. The most common setting on document types for inter-warehouse transfers includes defining the issuing and receiving warehouse.

The person responsible wants to transfer goods received from manufacturing, which are currently in the Warehouse WO, to the Warehouse Wholesale. For this purpose, the person responsible will select the appropriate document type for an inter-warehouse transfer.

HINT The receiving and issuing warehouse for the document types for inter-warehouse transfers are defined in the Document types register settings.

From the menu Goods | Transfer, the the document 2500 - Transfer Work Orders -> Wholesale is selected. The preset issuing warehouse for this document is Warehouse WO and the preset receiving warehouse is Warehouse Wholesale.

2. Creating a new transfer document

In the toolbar of the document 2500 - Transfer Work Orders -> Wholesale, the button (Insert record) is clicked. This creates a new document.

By clicking the button (Post edit), the newly created document is saved.

The newly created transfer document consists of a header, lines and a value bar with a note. The person responsible continues to enter data into the document header.

3. Entering transfer document header

The header of the transfer document is automatically populated with the details of the issuing and receiving warehouses, and their respective departments.

The person responsible completes the field Date of goods transfer.

In the field Record field, the internal transfer number is entered, in this case: 10/2022, then the record date is selected from the drop-down calendar.

In the field Person res., the person responsible selects their name the drop-down list.

From the drop-down list of the field Deliver via, an ID from the Delivery methods register is selected, in this case: 10-Our truck.

Then, PRODUCTION is selected from the Cost center register in the field Issuing cost ctr..

HINT If the receiving and issuing warehouses are not preset on the inter-warehouse transfer document, you can select them from the drop-down menu.

4. Entering transfer lines

In the document lines, the person responsible enters the items to be transferred from the issuing warehouse to the receiving warehouse.

HINT Items must be in stock at the issuing warehouse. This can be checked using the Browse stock functionality.

In this case, the person responsible is transferring 20 pieces of the LARA3 tent item from the Warehouse WO (finished products warehouse) to the Warehouse Wholesale.

In the field Item, the person responsible starts typing the name of the item to be transferred: LARA3. This way, the LARA3 item from the Items register will show up and can then be selected from the drop-down menu.

Then, the item quantity is entered by clicking in the field Quantity and entering the desired quantity of items to be transferred, in this case: 20.

Selection is confirmed by pressing ENTER on the keyboard or using the navigation key (Arrow down).

All other data in the line is populated automatically based on the parameters entered in the Items register.

HINT You can manually correct the parameters that are automatically populated by the program.

5. Checking transfer values and adding a note

In the value bar, the total value of the transfer can be checked, as shown in the image below.

The person responsible adds a note to the transfer document. This is done by entering text in the filed Document note. The note is visible when the transfer document is printed.

6. Printing the transfer document

The person responsible wants to print the document. This is done by clicking the button Transfer slip in the value bar.

Several different printout formats are available for this transfer document. Thus, the printout format is specified by right-clicking the button and selecting 142 - Transfer slip from the menu.

This opens a preview of the desired transfer slip printout. In the toolbar, the button (Print) is clicked and the document is printed for review.

This completes the process of inter-warehouse transfer. Now, 20 pieces of LARA3 item are transferred from the Warehouse WO (finished products warehouse) to the Warehouse Wholesale.