INVENTORY

Transfers

If your company owns multiple warehouses to store products or different branches at different locations, then it is important to pay attention to the management of product transfer from one location to another. The Transfers feature offered by the Odoo Inventory module can assist you in managing product transfer effortlessly. There are various types of transfers to be managed when it comes to inventory management. It includes the movement of products from one warehouse to another, outside the warehouse, and internal transfers within the company. You will get the Warehouse management feature in the Odoo Inventory module to configure all your company warehouses which we will discuss later. Once you complete the configuration of warehouses and product locations, the Transfers option will help you to define various product transfers between such configured warehouses and locations.

The Transfers window helps you oversee and assess the movement of products from one location to another. To access this window, click on ‘Transfers’ from the Operations menu.

You can see a detailed overview of your company's product transfers here. The window will display these details in a List view by default. You can change this mode to Kanban or Calendar view by clicking on the respective icons. The Filters and Group By options declutter your transfer tracking process by identifying and locating specific records based on various criteria. You can save these filters or set them as a default using the Favorites option. The window shows info like Batch Transfer, Reference, Contact, Scheduled Date, Source Document, Company, and Status. To reveal more details, click on the button in the top right corner, as highlighted below.

Click on the Create button to add a new transfer.

Fill in the details like Contact, Scheduled Date for the first part of the shipment, Operation Type, and Source Document. To specify the products to be transferred, click on ‘Add a line’ under the Operations tab.

You can enter the details related to shipping under the Additional Info tab.

In the Shipping Information section, you can specify the fields like Carrier, Tracking Reference, Weight, and Weight for Shipping. Under ‘Other Information,’ add info like Shipping Policy, Responsible (officer), Procurement Group, and Company. ‘Shipping Policy’ decides whether to deliver the goods partially or entirely. The dropdown list of this field shows two options – ‘As soon as possible’ and ‘When all products are ready.’ If you select the first choice, it will send all the available products swiftly, and the remaining products will get delivered as a backorder. You can dispatch all the products together if you opt for the second option. This implies that even if the On Hand Quantity does not suffice, the system will wait for them to replenish.

Under the Notes tab, you can create some internal notes. These notes will get printed on the Picking Operations sheet. Click on the Mark as Todo button after entering these details. The system will change the stage to ‘Waiting’ or ‘Ready’ based on the availability of the products listed in the transfer. The Mark as ToDo button can be used to move the transfer to the Ready stage.

Batch Transfer

Odoo helps you minimize transportation costs and maximize efficiency by allowing you to transfer multiple orders simultaneously. To activate this feature, click on the Configuration tab and select ‘Settings.’ Enable the Batch Transfers option under ‘Operations.’ This feature allows you to add transfers to a batch and process them together.

Now, click on the Operations tab and choose ‘Batch Transfers’ from the dropdown list.

In the Batch Transfers window, you can see the details like Batch Transfer (reference number), Scheduled Date, Responsible, Operation Type, Company, and Status. Click on the Create button to add a new batch transfer.

In the ‘Responsible’ field, give the name of the person to whom the task is assigned. Define Operation Type, Company, and Scheduled Date. Click on ‘Add a line’ under the Transfers tab to enter more info about the transfer. A pop-up window will appear as below.

Select only those drafts that have their status as ‘Ready’ or ‘Draft.’ You can’t opt for the transfers with the ‘Waiting’ status since they lack the products or certain operations required to complete the action. If you want to create a new transfer from this window, click on ‘Create.’

This window is similar to the one you get while adding a new transfer, as discussed in the previous topic. Fill in all the details required and click on ‘Save and Close.’

Now, click on ‘Confirm.’

The state changes from ‘Draft’ to ‘In Progress.’ Click on the Validate button to mark the state ‘Done.’ This action will complete the batch transfer process.

It is possible to create Batch Transfers from the Transfers window also. For this, go to the Transfers menu and select the transfers which you want to add to a batch transfer as shown in the image below.

After selecting transfers from the list, you can click on the Actions button.

This will show the option Add to Batch. Clicking on this button will open a new pop-up.

Here, you will get the option to decide where to add the selected transfers. You can add it to an existing batch transfer or to a new batch transfer. After selecting a suitable option, you can assign an employee in the Responsible field and click on the Confirm button. This will confirm the Batch Transfer of the selected transfers.

Wave Transfers

Wave Transfer assists you in grouping a set of operations related to product moves, thereby processing them together to boost their efficacy. To avail of this feature, click on ‘Settings’ from the dropdown list of the Configuration tab. Then, enable ‘Batch Transfers’ and ‘Wave Transfers’ under the Operations section, as shown below.

You can also set ‘Picking Policy’ and ‘Annual Inventory Day and Month.’ This way, you can combine multiple operations and prompt them to function as one.

The Wave Transfer feature will help you to move a large number of products from one place to another. You can not remove a transfer from a wave after adding it to the wave transfer. It is considered more advanced than the batch transfer. After activating this feature from the Settings menu, you can go to the Transfers menu.

From this window, select the transfers that you want to add to a wave transfer. Make sure to select the transfers with the same status and operation type.

After selecting the transfers, you can click on the Action button where you can find the option Add to Wave. Clicking on this option will give a new pop-up window.

You can add the selected transfers to an existing wave transfer or create a new wave transfer. Here, we are selecting the ‘a new wave transfer’ option in the Add to field. You can assign an officer to manage this transfer in the Responsible field. Then, click on the Confirm button. This will show a new pop-up with the list of selected transfers.

From this window, you can select the required transfers for the wave transfer and click on the Add to Wave button. This will create a new wave transfer. You can manage it from the Wave Transfer platform by selecting the corresponding sub-menu from the Operations menu.

As you can see in the screenshot above, the list will show the details of the Batch Transfer, Scheduled Date, Responsible, Operation Type, Company, and State. You can click on the newly created wave transfer from this window.

Here, you can use the Validate button to complete the process of a wave transfer.