Warehouse Inventory Transfer – User Manual

ERP Name: Zealit
Module: Warehouse Management System (WMS)
Screen Name: Warehouse Inventory Transfer
Process: Inventory Location Transfer

Table of Contents

1. Introduction
2. System Prerequisites
3. Accessing the Warehouse Inventory Transfer Screen
4. Landing Page Overview
5. Creating a New Inventory Transfer
   • 5.1 Basic Details
   • 5.2 Product Details
   • 5.3 Fetching Product Data
   • 5.4 Transfer Location & Quantity
6. Approval Process
7. Process Flow Summary
8. Troubleshooting & Validations
9. Support

1. Introduction

The Warehouse Inventory Transfer screen in Zealit enables users to transfer products from one warehouse location to another within the warehouse.

This functionality helps maintain accurate warehouse inventory positioning and ensures proper stock movement tracking through an approval workflow.

The process supports:

• Manual inventory transfer creation
• Product fetching through filters
• Bulk approval functionality
• Controlled inventory movement with approval validation

2. System Prerequisites

Applicable Module: Warehouse Management System (WMS)

User Access Required:

• Warehouse Operations User
• Warehouse Supervisor
• Approver / Authorized User

Mandatory Permissions:

• Create Inventory Transfer
• Edit Inventory Transfer
• Approve Inventory Transfer

3. Accessing the Warehouse Inventory Transfer Screen

1. Log in to ZEALIT ERP.
2. Navigate to the Warehouse Module.
3. Open the Warehouse Inventory Transfer screen.
   
   

4. Landing Page Overview

The landing page displays all previously created inventory transfer entries.

Features Available

4.1 Excel Grid View

All created entries are displayed in an Excel-style grid for easier visibility and management.

4.2 Actions Column

The following actions are available for each entry:

• Copy
• Edit

4.3 Multi Selection & Bulk Approval

Users can:

• Select multiple entries simultaneously
• Perform bulk approval actions based on user role permissions
  
  

4.4 Download Option

A download option is available to export the grid data for reporting and reference purposes.

5. Creating a New Inventory Transfer

To create a new inventory transfer:

1. Click the Create New button.
2. The creation screen will open.

5.1 Basic Details

The Basic Details tab captures the overall transfer information.

Fields Available

Transfer Number

• Transfer Number is auto-generated by the system.

Requested By

• Select the user requesting the transfer.

Verified By

• Select the user verifying the transfer.

Transferred By

• Select the user responsible for the transfer activity.

Date of Transfer

• Enter the transfer date.

Reason for Transfer

• Enter the reason for inventory movement.

5.2 Product Details

The Product Details section is used to identify and select products for transfer.

5.3 Fetching Product Data

Fetch From Selection

The Fetch From Selection option can be used to fetch copied data directly from the clipboard.

Available Filter Criteria

Users can filter products using the following fields:

• Product Code
• Stowage Number
• GRN Number
• Serial Number
• Batch Number

Fetch Process

1. Enter the required filter criteria.
2. Click the Fetch button.
3. A popup window will appear with filtered product details.
   
   

5.4 Transfer Location & Quantity

The popup window displays:

• Product Details
• Existing Stowage Number

Users can:

• Enter the Transfer Location
• Specify the Required Quantity for transfer

Once all details are entered:

1. Click the Submit button.
2. The inventory transfer entry will be created.

6. Approval Process

Draft Status

After submission:

• The entry will remain in Draft status.
  
  

Approval Options

Approval can be performed:

• From the Landing Page
• From inside the Inventory Transfer entry

Approval access depends on the user role and authorization.

Final Transfer Movement

Once approval is completed:

• The product inventory will be moved to the specified warehouse location.
  

7. Process Flow Summary

1. Open Warehouse Inventory Transfer Screen
2. Click Create New
3. Enter Basic Details
4. Fetch Product Details using Filters
5. Select Products from Popup
6. Enter Transfer Location & Quantity
7. Submit the Entry
8. Entry moves to Draft Status
9. Approver validates and approves the transfer
10. Product is moved to the new warehouse location

8. Troubleshooting & Validations

9. Support

For operational or technical assistance, contact the Zealit Support Team through the official helpdesk or internal support channel.