Creating a new inter-warehouse transfer

Companies use different warehouses for their operations. This enables them to optimize work processes and allows for different ways of managing data. When data is exchanged between warehouses, documents for an inter-warehouse transfer are created. The stock at the issuing warehouse is reduced, while the stock at the receiving warehouse is increased.

This chapter shows how to create an inter-warehouse transfer document.

HINT For more information on inter-warehouse transfers, see the chapter Inter-warehouse transfers in the technical guide.

CASE SUMMARY The person responsible wants to transfer the ALU-A302000 item from the Warehouse Wholesale to the Warehouse Retail, because the latter warehouse has insufficient stock. The person responsible selects document type 2000 for the transfer between the warehouses. This is done as follows: Selecting the document type for the transfer Entering general data into the transfer document Entering lines into the transfer document Previewing and printing the transfer document

1. Selecting the document type for the transfer

To open the document type for an inter-warehouse transfer, the person responsible opens the main menu Transfer and clicks New transfer.

This opens the form for a New transfer between warehouses.

From the drop-down list of the field Document type in the header of the document, the person responsible selects the appropriate document type,

in this case: 2000 - Transfer Wholesale -> Retail.

WARNING The fields Receiving whs. (Receiving warehouse) and Receiving department are automatically populated according to the default setting in the Document types register.

HINT You can set the default receiving and issuing warehouses for transfer documents in the settings for the transfer document type in PANTHEON. This way, you can reduce the chance of error in the selection of the correct warehouse, because the fields will be automatically populated. For more information, see the chapter Document types.

2. Entering general data into the transfer document

The person responsible can then enter general information on the right side of the form New transfer.

In the field Date, the person responsible selects the date of the transfer, in this case: 03.08.2022.

From the drop-down list of the field Cashier, the person responsible selects their name: Warren Warehouse.

WARNING The field Issuing whs. (Issuing warehouse) and is automatically populated according to the default setting in the Document types register. The field Cashier is automatically populated with the data of the person logged in to the PANTHEON Web Light. You can change the Cashier as desired. The data in the field Clerk cannot be modified.

3. Entering lines into the transfer document

Next, the perspo responsible enters the data for the items being transferred from the Warehouse Wholesale to the Warehouse Retail into the transfer document lines.

The items are added to the lines in the central part of the form by entering the item code in the field Add item: ALU-A301000.

The person responsible wants to transfer the total quantity of the stock for this item, which is why the value 190 is entered in the field Quantity.

To add the item being transferred to the document line, the person responsible clicks the plus button (Add line item).

HINT If the person responsible wants to add other items to the same inter-warehouse transfer document, the person responsible repeats the same procedure as described above by first searching for the corresponding item in the field Add item.

In the document footer, the person responsible can check the transfer value.

In this case, the total value of the warehouse transfer is: 655.50 EUR.

WARNING Transfers between warehouses can only be made for items that have stock at the issuing warehouse. You can enter a negative stock if this is the default setting on the warehouse in PANTHEON from which you are issuing items.

Once the person responsible has finished adding items to the transfer document lines, the person responsible clicks the button Save and selects one of the options from the drop-down menu, in this case Save and close.

4. Previewing and printing the transfer document

Finally, the person responsible wants to print the transfer document report based on the selected criteria. Different report formats are available.

To do this, the person responsible clicks the button Print in the top right corner.

From the drop-down list, the person responsible selects the desired report format, in this case: 142 - Transfer slip.

To preview the desired report format, the person responsible clicks the eye icon (Preview).

IMPORTANT Localized images for this page have not been generated yet and will be inserted at a later stage.