A transfer between warehouses allows you to move items from a source warehouse to a destination warehouse. The process starts by recording an outgoing transfer in the source warehouse and ends with the approval of the corresponding incoming transfer in the destination warehouse, updating the inventory of both warehouses.
Note: The item to be transferred must be previously declared in the inventory of the destination warehouse.
Step 1: Configure entry approval
Go to Warehouses from the Main Menu.
- Open the Details of the warehouse that will receive the transfer.
In the General tab, enable the option Request approval/rejection for transfer entries.
This feature corresponds to an additional contract add-on called 'advanced warehouses'.
Step 2: Record the Outgoing transfer
Who does this: Person responsible for the source warehouse
Open the Details of the source warehouse, select Outgoings, and click Add outgoing.
- Fill out the form:
Date of the transfer.
Outgoing type: Warehouse Transfer.
Responsible: select the assigned human resource.
Reference: enter an identifier for the transaction.
- Destination warehouse: select the warehouse that will receive the items.
Click Add.
- Select the item to transfer from the source warehouse inventory and specify the quantity.
- Click Save (top right) to complete the transaction.
Step 3: Approve the incoming transfer in the destination Warehouse
Who does this: Person responsible for the destination warehouse
- Open the destination warehouse and go to the Entries tab. You will see the transfer pending approval.
- Click the switch to change its status to approved.
- Add a comment about the approval (it will be saved along with the name of the approver) and then click Save.
Upon approving the entry, the inventory of the transferred item is updated in the destination warehouse and the transaction is recorded in the Movement History of both warehouses.