Inventory : Operations: Transfers
Purpose
The Purchasing, Sales, and Manufacturing applications in Odoo 13 will all generate transfers automatically during their workflows. The purpose of this document is to walk you through each transaction outlining how they trigger transfers throughout the warehouse, and how they will appear in the Inventory Overview.
Process
To get started, navigate to the Inventory application.
Here you'll see a kanban view of all transfers, grouped by warehouse and type.
Incoming Transfers
From the list, find a Receipts card and click the # to Process button. Make sure the button has a number greater than 0.
This should display all incoming transfers in Ready status. Click one from the list, then from within the transfer record, click Edit to expose all available options on this form.
Record ID: The unique ID for this transfer.
Receive From: This field is automatically filled from the vendor on the original purchase order.
Operation Type: Indicates this is a Receipt.
Destination Location: The location of the products in your warehouse.
Back Order of: If the transaction was created from a partially received purchase order called a backorder, you might not see this field from a transaction that originates from a purchase order.
Scheduled Date: This is the date the order has taken place.
Source Document: Here, you can view the document the transaction was created from automatically.
Under the Detailed Operations tab, we need to indicate how many products we've received. In the Done field, enter the actual number of products received. If there are multiple products you'll enter this quantity for each line, respectively.
Under the Additional Info tab shows details about Shipping as well as internal details.
Shipping Information
Carrier: The outgoing shipping carrier for this transfer.
Tracking Reference: The tracking ID for this shipment.
Weight: This should be calculated based on details from the product template.
Weight for shipping: This should be calculated based on details from the product template.
Other Information
Priority: The internal importance of this transfer.
Responsible: The employee responsible for this transfer.
Company: This will auto-populate based on the company you're working in.
The Note tab allows you to add an internal note that will be printed on the Picking Operations sheet.
Outgoing Transfers
From the list, find a Delivery Orders card and click the # TO PROCESS button. Make sure the button has a number greater than 0.
This should display all outgoing transfers in Ready status. Click one from the list, then click Edit to expose all availabe options on this form.
The NOTE tab allows you to add an internal note that will be printed on the Picking Operations sheet.
Once all fields are complete, you can click VALIDATE to complete the transfer. Doing so will confirm these products have been moved to the Destination Location indicated.
Internal Transfers
Internal Transfers are a combination of both of the above. This is because you'll be managing both the Source and Destination Locations. Go back Overview t oreach the kanban view.
From the list, find a Internal Transfers card and click the # TO PROCESS button. Make sure the button has a number greater than 0.
This should display all internal transfers in Ready status. Click one from the list, then click EDIT to expose all availabe options on this form.
Record ID: The unique ID for this transfer.
Contact: If this transfer is for a specific contact, select it here.
Operation Type: Indicates this is an Internal Transfer.
Source Location: The origin location of the products within your operation.
Destination Location: The destination location of the products within your operation.
Scheduled Date: Scheduled time for the first part of the delivery to be processed.
Source Document: The document ID where this transfer originated (e.g. Sale Order ID).
Under the DETAILED OPERATIONS tab, we need to indicate how many products we're delivering. In the Done field, enter the actual number of products being delivered. If there are multiple products you'll enter this quantity for each line, respectively.
The OPERATIONS tab displays the number of items actually ordered.
Shipping Information
Carrier: The outgoing shipping carrier for this transfer.
Tracking Reference: The tracking ID for this shipment.
Weight: This should be calculated based on details from the product template.
Weight for shipping: This should be calculated based on details from the product template.
Other Information
Shipping Policy: Indicates how to handle a shipment where some products are ready before others.
Priority: The internal importance of this transfer.
Responsible: The employee responsible for this transfer.
Procurement Group: Moves for picking, packing, delivery orders, purchase orders, etc are grouped within the same document type if their procurement group and locations are the same. This field cannot be modified for an internal transfer.
Company: This will auto-populate based on the company you're working in.
The NOTE tab allows you to add an internal note that will be printed on the Picking Operations sheet.
Once all fields are complete, you can click VALIDATE to complete the transfer. Doing so will confirm these products have been moved to the Destination Location indicated.
Manual Transfers
It is possible to create transfers manually when you need to move products between stock locations, such as from a warehouse to a retail store. To do so, click OPERATIONS >TRANSFERS. Once there, click Create.
Fill out the form as indicated.
Contact: If this transfer is for a specific contact, select it here.
Operation Type: Indicate if this is Incoming or Outgoing along with the correct warehouse.
Source Location: This field will display if you choose a Delivery or Internal Operation Type. Indicate the source location of the products.
Destination Location: This field will display if you choose a Receipt or Internal Operation Type. Indicate the destination location of the products.
Scheduled Date: This will auto-populate based on today's date but you may change it if needed.
Source Document: If there is a source document, note the ID here.
Under the Operations tab, click Add a Line. This will open a line for you to add the products and quantities being moved. The columns you see will depend on the Operation Type selected.
Product: This is the product being moved.
Demand: This is the number needed to fulfill the transfer.
Reserved: This is the number of product reserved for this transfer. This field only displays on Internal or Delivery Operation Types
Done: This is the confirmed number of product being transferred.
Unit of Measure: This will auto-populate based on the product template.
Shipping Information
Carrier: The outgoing shipping carrier for this transfer.
Tracking Reference: The tracking ID for this shipment.
Weight: This should be calculated based on details from the product template.
Weight for shipping: This should be calculated based on details from the product template.
Other Information
Shipping Policy: Indicates how to handle a shipment where some products are ready before others.
Priority: The internal importance of this transfer.
Responsible: The employee responsible for this transfer.
Procurement Group: Moves for picking, packing, delivery orders, purchase orders, etc are grouped within the same document type if their procurement group and locations are the same.
Company: This will auto-populate based on the company you're working in.
The NOTE tab allows you to add an internal note that will be printed on the Picking Operations sheet.
Once all fields are complete, you can click VALIDATE to complete the transfer. Doing so will confirm these products have been moved to the Destination Location indicated.