Purpose

The Warehouse Transfer Request module is used to transfer stock between two warehouse locations. This function supports redistribution of inventory across warehouses to balance stock levels, prepare for regional demand, or resolve overstock/understock situations. This module serve as a backend initiation, where HQ/warehouse staff create and confirm requests that will generate corresponding picking jobs in M-POS, enabling warehouse users to perform the actual picking and shipping tasks.

Prerequisites

• Access to Transfer Module > Inter-Warehouse Transfer > Wh Transfer Request.

• Both source and destination warehouses must be set up in the system.

Steps

Step 1 – Create a New Transfer Request

1. Go to Transfer Module > Inter-Warehouse Transfer > Wh Transfer Request.

2. Click Add.

3. Populate the top panel:

   • From Location – Select the source warehouse (3-dotted button).

   • To Location – Select the destination warehouse (3-dotted button).

   • Transfer Type - Select Transfer Reason (3-dotted button).

   • Note – Optional field for internal reference.

   • Reference – Optional field for internal reference.

Step 2 – Input SKUs

Option 1 – Manual Selection

1. Under the SKU column, click into the empty row.

2. Click the 3-dotted button.

3. Use filters in the pop-up window to search and select SKUs.

Option 2 – Bulk Import

1. Click Download Template.

2. Populate the Excel template with SKU details and quantities.

3. Save the file and return to the module.

4. Click Import to upload the populated template.

Step 3 – Finalize Transfer Request

1. Click Save to keep the request as draft.

2. Once verified, click Confirm to finalize.

   • A Warehouse Transfer Picking job will be created for M-POS.

3. Use Print or Export to generate documentation.

Step 4 – Cancel if Necessary

• After confirmation, if picking has not yet started, backend users may:

  • Delete the picking document in Wh Transfer Picking module.

  • Click Cancel to delete the picking job from M-POS.

  • This will also close the Wh Transfer Request.

Notes / Tips

• This works the same way as Store Delivery Request, but for Warehouse-to-Warehouse movements.

• Always confirm the From Location and To Location to avoid incorrect stock transfers.

• Only requests not yet picked can be cancelled. Once picking starts, cancellation is not allowed.

• Use Export for reconciliation and audit trail.