Logistics & Movement

Transfer Management

Streamline your inter-warehouse logistics with real-time tracking. Manage the movement of products between warehouses with status updates and detailed information.

Status TrackingDetailed InfoTransfer History

Stock-Transfer Integration

Connecting inventory and logistics for seamless operations.

Seamless Inventory Movement

Transfers integrate directly with Product Stock and Quantified Product Stock, enabling automatic updates as inventory moves between branches.

Secure Transfers Real-time Updates Modal-based Info

Transfer Information

Key features of the transfer process and tracking.

Transfer Status

Tracks the status of product transfers between warehouses, either Pending or Completed.

E.g., A transfer of 100 boxes or 5 kg of apples marked as Pending until sent.

Receive Status

Indicates whether the branch manager has received the products, either Pending or Received.

E.g., Branch Manager updates status to Received for 10 kg of rice upon arrival.

Management Rules

Guidelines for managing stock transfers efficiently.

Transfers for both product stocks and quantified products are archived daily once completed.

The Transfer button opens a modal displaying sender branch, receiver branch, and product details, with a map visualization of branches.

Pending transfers allow adding more products (e.g., boxes or kg of rice), but Completed transfers are locked and cannot be modified.

Branch Managers update the Receive Status to Received via Cartify notifications, completing the transfer process.

Transfer Control

Role-based permissions for initiating and managing transfers.

Role Permissions

3 roles configured

Admin
View Transfers
Update Status
Manage Transfers
Product Operator
View Transfers
Update Status
Manage Transfers
Branch Manager
View Transfers
Update Status
Manage Transfers

Transfer management is restricted to Admins and Product Operators. Branch Managers can view transfers and update the Receive Status for secure inventory tracking.

Key Capabilities

Core features for managing inter-warehouse transfers.

Status Tracking

Monitor progress

Detailed Info

Item specifics

Warehouse Link

Multi-location

Transfer History

Audit logs

What's Next?

In the next section, we will cover user management, including how to create, assign roles, and manage permissions for system users.

Video Guide

Transfer

Learn how to transfer products between branches using Cartify. We'll guide you through assigning items, modifying transfers, and receiving stock. See how real-time notifications and editable forms streamline operations.

Duration

07:30

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