Internal Transfer Window
The Internal Transfer List window is the fundamental starting point for managing all inventory movements between warehouses or locations within the same company. Designed to centralize and organize the internal flow of goods, this interface allows for a panoramic and up-to-date view of the status of each transfer. From here, users can quickly access the movement history, filter them by their status, such as pending, in transit, or completed, and perform efficient operational tracking that serves as the basis for inventory accuracy, storage space optimization, and internal logistics.
This window not only facilitates consultation but is also the central module for executing key actions in the inventory management cycle. It allows generating new transfer documents from templates, reviewing their complete details, editing them before confirmation, and managing the entire reception process in the destination warehouse. Its structured design guarantees documentary control and total traceability of products, optimizes stock redistribution, and ensures the continuity of the material flow, maintaining the integrity of inventory records at all times.
The Internal Transfer List window is designed to display all inventory movement documents between warehouses generated by the company. This window is divided into 2 sections:
- Upper Section: Displays a list of Transfer documents, with document number, origin warehouse, destination warehouse, transfer status, and creation date.
- Lower Section: Displays all items involved in the selected transfer. Product code, name, transferred units, and reception status.
By right-clicking on the upper section, a pop-up menu appears with the options:
- Export to Excel: This option generates a downloadable Excel file with the list of transfers.
- Print: Allows printing the list of internal transfer documents.
- Filters: Allows showing only transfers according to the user''s search criteria. By date, origin warehouse, destination warehouse, status, etc.
- Remove Filters
- Convert Document: Allows creating a new document from the selected document. The current document will not be modified. With this option, you can duplicate the transfer or convert it into another type of document, such as a purchase order or consumption, as needed.
At the bottom of the window, there are 3 buttons:
- New Transfer: This option allows creating a new Internal Transfer document.
- View Transfer: Opens the transfer document in Edit or View mode, depending on its status.
- Delete: Deletes the selected Transfer document. Only documents that have not been processed or sent can be deleted.
Internal Transfers Life Cycle
The Internal Transfer document has a state flow that reflects its physical process:
DRAFT / OPEN: Initial state. The document has been created but has not been sent or processed. The inventory in the involved warehouses has not been affected. The document can be modified or deleted freely.
COMPLETED / CLOSED: Final state. The goods have been received and confirmed in the destination warehouse, increasing the inventory in it. The transfer is completely finished and does not allow modifications.
