TRANSFER
- TRANSFER
Overview
User with multiple locations or warehouses require to transfer the stock from one warehouse to another for orders. This process is taken care in the Transfer section of the app.
UTILITY
- User can create the STO’s to transfer the Stock or inventories from one warehouse to another.
- The STO order process act as a normal order processing and once the inventory reaches the warehouse location its direct Inbound is done.
- Listing and Description
- Stock Transfer Enquiry
- STO Create/Edit
- This section will enable user to enquire and search an already existing STO’s and STO details. User can refine the search further by using filters as per requirement/s.
- User can take a download/export all the data present on Enquiry screen at any point of time.
Navigation
Transfers –> Stock Transfer Enquiry
Utility
- Enables the user to maintain the Stock globally during the stock transfers between multiple locations.
- No Purchase order is required for STO, instead direct Inbound is done in this case to inward the stock in warehouse.
Related Links
Direct Inbound
Purchase Order
Fields on the basis of which the Stock Transfer Orders can be searched:
- STO number- Date- Type
STO number is the system generated unique ID given to the STO & from the filter option the STO’s can be searched using STO as well.
STO Date is the date on which the STO is created.
STO type filter consists of two type STO, one is NORMAL STO which is created in case of normal transfer from one location to another & other type of STO is RETURN where the sales transfer order is created in case of order returns. STO can be filtered /searched on these bases as well.
Ship & Delivered Date
Ship Date & delivered date are the dates on which the STO was shipped and delivered respectively. The user can narrow down the search results by entering the ship date or delivered date.
Origin & Destination Site
User can also search the STO by entering the origin and destination site for the STO. And all the STO’s corresponding to that origin will be displayed as search result.
Status
STOs status changes at every stage with respect to the user’s action and STOs processing cycle.
The status through which an STO goes through is:
-Created: When the STO is created.
-confirmed: When the STO is Saved and confirmed.
-Allocated: When the STO is allocated for the WH location.
-Part Allocated: When not all the SKU’s of the STO but few are allocated for the WH location.
-Part Picked: When from an confirmed STO few SKU’s are picked and not the whole STO, then this is the part picked status of an STO.
-Pick Complete: When an STO is completely picked.
-Part Shipped: When from an STO few SKU’s are Shipped and not the whole STO, then this is the part Shipped status of an STO.
-Shipped Complete: When an STO is completely picked.
-Delivered: When the STO is delivered to destination then the status changes to delivered.
-On Hold: User can put the STO on hold if he wants, and in the search criterion the same can be treated as a parameter to narrow down the STO search results.
Action buttons
1. Search: Clicking on the search button without entering any filter criterion will populate the list of all the STO based on default filter setting. User can further narrow down the search by using filter options to get any specific information.
2. Reset: Reset button will refresh the filter fields to default settings, i.e. to an initial state to start fresh search.
3. Export/Download: To download the filtered or searched result in CSV format which is displayed in the data grid.
4. Add New: To add a new STO to the database.
5. Advance Search: Advance search further improves the search results of STO by providing more fields to filter from. Below fields get added for the advance search option of the STOs.
- Site Location
- SKU Code
2.2 STO CREATE/ EDIT
To create a new STO or to edit/update an existing STO.
UTILITY
- User can create STOs from here
- In Manual one’s case AWB Banks are uploaded to assign.
Navigation:
Transfers —-> STO Create/edit
On the STO Create/Edit screen, below tabs are present to capture all STO related information.
-> STO Order Detail
-> UDF
-> Outbound Delivery
-> Comment History
-> STO Order Tag
2.2.1 STO Order Detail:
From STO order detail section the user will enter all the details for creating an STO and adds the SKU for STO from here.
Ext. STO No:
External STO number is the number given by the user OR order No provided by the sales channel/platform from where STOs are pulled into eRetail
STO Type:
There can be two type of STO, one is NORMAL STO which is created in case of normal transfer from one location to another & other type of STO is RETURN where the sales transfer order is created in case of order returns.
From Site:
The ‘from site’ is the warehouse location from where the SKU will be picked up.
To Site
The ‘to site’ is the warehouse location to where the SKU will be inward.
Reason
User will have to mention the reason for Stock transfer being done from one location to another.
Priority
User can set the priority while creating the STO as low priority or high priority based on the priority options.
On Hold Status:
User can put the STO on hold if he wants, and in the search criterion the same can be treated as a parameter to narrow down the STO search results.
Emarks:
User can mention the remarks for the STO being sent for the receiving warehouse to know about the same.
Status:
STOs status changes at every stage with respect to the user’s action and STOs processing cycle.
The status through which an STO goes through is:
-Created: When the STO is created.
-confirmed: When the STO is Saved and confirmed.
-Allocated: When the STO is allocated for the WH location.
-Part Allocated: When not all the SKU’s of the STO but few are allocated for the WH location.
-Part Picked: When from an confirmed STO few SKU’s are picked and not the whole STO, then this is the part picked status of an STO.
-Pick Complete: When an STO is completely picked.
-Part Shipped: When from an STO few SKU’s are Shipped and not the whole STO, then this is the part Shipped status of an STO.
-Shipped Complete: When an STO is completely picked.
-Delivered: When the STO is delivered to destination then the status changes to delivered.
2.2.2 UDF (User Defined Fields)
These are the custom fields which can be created by the User for customers in case of any extra information required.
2.2.3 Outbound Delivery
Outbound delivery number shows the details of order like from which Warehouse it has been shipped, the Shipping detail or ASN number.
The transporter can be changed for the order from this section.
2.2.4 STO Order Tag
User can enter the order tags which are nothing but important information about the STO order which also acts as the searchable keywords for those STOs.
Action buttons
1. Add New: To add a new STO to the database.
2. Save: Save the created the STO.
3. Confirm: To confirm the created STO.