Goods transfers

• Overview
• Create new goods transfer
• Update existing goods transfer
• Delete goods transfer
• Cancel goods transfer

Overview

Goods transfers provide an easy way to transfer products (goods) between warehouses and warehouse locations within the ERP. 

Goods transfers allow users to quickly and efficiently perform movements of inventory, ensuring accurate tracking of stock and maintaining real-time visibility across all warehouse locations.

Goods transfers can be initiated for various purposes, such as restocking, fulfilling production requirements, reserving material for work orders or reallocating inventory to meet demand. The system supports detailed documentation of these transfers, including quantities, transferred items, source and destination warehouse locations and a short description, ensuring transparency and intuitive trackability in conjunction with stock transactions.

Create new goods transfer

Update existing goods transfer

Goods transfers should generally not be edited/updated, because their data is directly tied to stock transactions, which are critical for tracking, validating and maintaining accurate stock levels. 

Descriptions of goods transfers can be changed, but all other information should not be updated.

Altering goods transfers can disrupt the integrity of inventory records and lead to discrepancies in stock validation processes. To ensure consistency and compliance, any changes to stock movements should be managed through proper adjustment or reversal procedures rather than editing existing transfer records.

Delete goods transfer

Goods transfers can be deleted by users with proper authorizations.

Goods transfers cannot be deleted directly, due to the stock transactions that are connected to them. Because of this, goods transfers need to be canceled first.

Goods transfers with no stock transactions, such as "Failed" transfers, can be deleted without being canceled first.

Once a goods transfer is "canceled" and there are no existing stock transactions tied to it, it can be deleted from the table.

Cancel goods transfer

Goods transfers can be canceled by users with proper authorizations.

Goods transfers cannot be deleted directly, due to the stock transactions that are connected to them. Instead, they can be "canceled". 

When canceling a goods transfer, make sure that it is the last transfer to/from the source location. Trying to cancel a goods transfer that is not last will result in an error being shown.

To perform the cancellation of the goods transfer, go to the details page of goods transfer and open the "Danger zone" section. Here, users with the proper permissions will see a button, labeled as "Cancel". Click and confirm the button to cancel the goods transfer. This will rollback any changes to the stock, done by the goods transfer, as well as delete any stock transactions, tied to this goods transfer.

After the process in finished, the status of the goods transfer will then be updated to "Canceled".