Inter-warehouse Transfer List

This module lets you review and manage Inter-warehouse Transfer documents. A transfer document records the movement of a product from one site/storage location to another — the stock quantity does not change, only its physical location. The list view gives you a single place to see all previously created transfer documents, search among them, and directly trigger the most important actions (creating a new document, closing, deleting, sending by email, creating a task).

• Clear list view: documents are shown in a paginated table sorted by identifier, creation date, fulfillment date and status.
• Related document links: if the transfer automatically generated an Outgoing document (at the source site) or a Booking document (at the destination site), the list row links directly to them.
• Quick actions: you can open, close, delete or download the selected document(s) with a single click, without entering each document individually.

Possible statuses of an Inter-warehouse Transfer: Draft, Closed, Cancelled, Cancelled (closed) — their meaning and restrictions are detailed in the FAQ section.

1. Viewing the list and working with the documents

Opening Stock Management > Inter-warehouse Transfer > List (account/transmission/list) shows every transfer document created so far. Above the table, the Actions tab holds the buttons for working with the selected document(s):

• New: create a new, individual inter-warehouse transfer document — choose this when relocating a single product.
• Open: open the detailed view of the selected document.
• Close: close the document, finalizing the relocation; use the dropdown arrow to combine it with immediate printing (Close and print) or download (Close and download).
• Delete: delete the document; the dropdown arrow's Delete and clone option also creates a copy for a new document at the same time.
• Send email: send the document by email to a colleague or an external partner.

If you need to relocate several products or larger quantities between multiple storage locations at once, choose Stock Management > Inter-warehouse Transfer > New group instead of plain New — it allows bulk, multi-item recording.

2. Searching among the documents

Clicking the Search tab above the table reveals the filtering options. By default, searching by Identifier and Status is available — clicking Expand reveals further, more detailed filters:

• Creation date / Fulfillment date: search by date range.
• Colleague: the colleague who recorded the document.
• Item number: filter transfer documents containing a given item number.
• Project / Job number / Department number: if the document was recorded against a given project, job or department.
• Internal comment: based on the text in the document's internal comment field.

3. The preview panel

Clicking a document row lets you review its details in the preview panel below the list, without opening the document itself. The panel has two tabs:

• Items: the products on the document (name, item number, quantity), plus Source site, Source location code, Destination site and Destination location code — i.e. where the product moves from and to.
• Related documents: other documents linked to this one (e.g. the outgoing or booking document automatically created by the transfer).

The panel can be pinned (fixed in place) using the icon in its top-right corner, and its size can be adjusted by dragging the divider at the top of the panel.

4. Additional functions

The Additional functions tab lets you create a new task linked to the selected document — a reminder for yourself or a colleague about further work related to the transfer.

Table columns and their meaning:

Columns of the preview panel's Items tab and their meaning: