Transfer Consignment Management
Overview
Transfer Consignments enable warehouse-to-warehouse inventory transfers within the EzOM platform. This feature allows users to move stock between different warehouse locations managed by the same warehouse provider. Transfer consignments are distinct from inbound (receiving) and outbound (shipping) consignments, serving the specific purpose of internal inventory redistribution.
How to Access
Log in to the EzOM platform
Open the main navigation drawer (menu icon in the top-left corner)
Navigate to Inventory section
Click on Transfers to view the Transfer List
Note: Transfer consignments are only available for EZWMS warehouse accounts.
Key Functionality
Transfer List Management
The Transfer List screen provides comprehensive transfer consignment tracking:
Search and Filter: Search by consignment number, reference number, status, warehouse, or creation date range
Status Tracking: Monitor transfers through their lifecycle with status indicators
Export Capabilities: Export all transfers or selected transfers to CSV
Batch Operations: Cancel multiple draft or approved transfers at once
Advanced Search: Detailed filtering with date ranges and multiple criteria
Transfer Creation
Users can create new transfer consignments with:
Source and Destination: Select origin and target warehouse locations
SKU Selection: Choose products and quantities to transfer
Reference Numbers: Add custom reference information for tracking
Warehouse Account Requirement: Transfers only available for EZWMS provider accounts
Transfer Statuses
Transfer consignments progress through defined status codes:
Draft: Transfer created but not yet approved
Approved: Transfer approved and ready for processing
Booking: Transfer booking in progress
Dispatched: Items shipped from source warehouse
Receiving: Items being received at destination warehouse
Putaway: Items being put away into destination location
Cancelled: Transfer cancelled before completion
Transfer Details
The Transfer Detail screen provides:
Consignment Information: Full transfer details including source/destination
SKU List: Items and quantities being transferred
Status History: Timeline of transfer status changes
Actions: Cancel or modify transfers based on current status
User Guide
Creating a Transfer Consignment
From the Transfer List screen, click Create Transfer button
Select the source warehouse (where inventory is currently located)
Select the destination warehouse (where inventory should be moved to)
Add a reference number for your tracking purposes (optional)
Select the SKUs and quantities you want to transfer
Review the transfer details
Click Submit to create the transfer in Draft status
Understanding Transfer Statuses
Draft: Transfer created but not yet approved
Approved: Transfer approved and ready for processing
Booking: Transfer booking in progress
Dispatched: Items have been shipped from the source warehouse
Receiving: Items are being received at the destination warehouse
Putaway: Items are being stored in their destination location
Cancelled: Transfer cancelled before completion
Managing Transfers
Searching for Transfers: Use the search bar or advanced search to find transfers by:
Consignment number
Reference number
Status
Warehouse
Date range
Viewing Transfer Details: Click on any transfer in the list to view:
Source and destination warehouse information
List of SKUs and quantities being transferred
Current status and status history
Transfer dates and reference information
Cancelling a Transfer: Transfers can be cancelled when they are in Draft or Approved status:
Select the transfer(s) you want to cancel
Click the Cancel button
Confirm the cancellation
Exporting Transfer Data:
Use the filters to select the transfers you want to export
Click the Export to CSV button
The transfer data will be downloaded to your computer
When to Use Transfer Consignments
Use transfer consignments when you need to:
Move inventory between your warehouse locations
Redistribute stock to optimize storage or shipping locations
Balance inventory levels across multiple warehouses
Consolidate inventory from multiple locations
Note: Transfer consignments are for moving inventory within your own warehouse network. For receiving new inventory from suppliers, use Inbound Consignments. For shipping to customers, use Outbound Consignments.
Last updated