Transferring stock to a Storeroom warehouse

Use these instructions to create, print, and ship warehouse transfers to replenishment inventory in a Storeroom-managed warehouse. You can transfer inventory from the distributor’s warehouse or another Storeroom-managed warehouse.

  1. In Distribution SX.e, run the Transfer Entry Recommended Replenishment Action Report or create the transfer in Transfer Entry.
  2. If you ran the Transfer Entry Recommended Replenishment Action Report, accept and merge the reports to create the transfer in Transfer Entry Demand Center Entry. Print the transfer using the Transfer Entry Print Warehouse Transfer Report in the shipping warehouse to move the transfer to the Picked stage.

    You can use the Transfer Entry RRAR Merge Process Report to automatically accept and print transfers. This process sends warehouse transfers to the printer that is selected for the shipping warehouse in Product Warehouse Description Setup-Storeroom.

    You can also print transfers individually in Transfer Entry.

  3. After the products are picked, ship the transfer in Storeroom or use Transfer Shipping Entry or Transfer Receipt of Inventory Entry in Distribution SX.e.

    See Shipping a warehouse transfer in Storeroom.

    Note:  When you ship a transfer from a distributor's warehouse, you must ship it from Distribution SX.e.
  4. If the receiving warehouse is set up to auto-receive, then the transfer is complete.

    If the receiving warehouse is not set up to auto-receive, then manually receive the transfer.

    See Receiving a warehouse transfer in a Storeroom warehouse.
    Note: Warehouse transfers that contain serial- or lot-controlled products cannot be auto-received. These warehouse transfers must be shipped and received in separate transactions.