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Warehouse Transfer Order Lookup

Go to: Stock > Stock Extra > Warehouse Transfer Order and click on New Warehouse Transfer Order (see image below).

Click New Warehouse Transfer Order to create a new transfer order.

Security all warehouses - see only transfers to or from own warehouse.

Overview

The Warehouse Transfer Order Lookup displays all warehouse transfer orders and their current stage.

From this form, you can:

•View existing warehouse transfer orders.

•See the current stage of each transfer.

•Create a new warehouse transfer order.

•Create a transfer order directly from a Job Card, GRN, or Sales Order.

New From Options

The following options are available when creating a new Warehouse Transfer Order:

•New From Job – creates a transfer order using the stock required on a Job Card.

•New From GRN – creates a transfer order using stock from a Goods Received Note (GRN).

•New From Sales Order – creates a transfer order using the stock required on a Sales Order.

Example: New From Job Card

Used for Warehouse Transfers originating from Job Card.

1. All stock is locked in a Storeroom Warehouse.

2. A workshop employee creates a Job Card for a customer.

3. The workshop cannot complete the job because the Workshop Warehouse does not have the required stock, and negative stock is not allowed.

4. The workshop employee requests the store manager to transfer the required stock from the Storeroom Warehouse to the Workshop Warehouse.

5. The store manager opens the Warehouse Transfer Order Lookup and selects New From Job.

6. The manager enters the Job Card number.

7. Smart-IT loads all the stock items required by the Job Card into the Warehouse Transfer Order.

8. The manager can then transfer the required stock from the Storeroom Warehouse to the Workshop Warehouse.

Important: The workshop employee must be linked to the correct warehouse in the Employee form.

Employee Warehouse Assignment

You can assign a separate warehouse for each employee if tighter stock control is required.

Warehouse Transfers from Sales Orders.

When a Warehouse Transfer Order is created using New From Sales Order, Smart-IT uses the Regional Warehouse associated with the Sales Order's branch to determine the sending warehouse.

Example

If the Cape Town Branch is linked to the Western Cape Distribution Centre as its Regional Warehouse, a Warehouse Transfer Order created from a Sales Order for the Cape Town Branch will use:

•Sending Warehouse: Western Cape Distribution Centre

•Receiving Warehouse: The warehouse assigned to the relevant branch/user

This allows stock required for a Sales Order to be transferred automatically from the branch's designated Regional Warehouse.

Note: The Regional Warehouse must be correctly configured for the branch under:

Company > Add or Edit Branches > Regional Warehouse