Bin Transfer

Module Guide: Bin Transfer

Module Location

Inventory > Warehouse Management > Bin Transfer

Module Objective

The Bin Transfer module is a transactional module used to record the physical movement of goods from one storage location (Source Bin) to another storage location (Destination Bin) within a warehouse or between warehouses. This module is crucial for maintaining the accuracy of stock location data in the system so that it matches the physical location of the goods.

1. Main View (Transfer List)

The main page of this module displays a list of all bin transfer transaction documents that have been created.

View Explanation

• View: This page is a history of all goods movement activities. You can see the Doc. Number, Transfer Date, Source Bin Code, and Destination Bin Code for each transaction.

• Filters: You can search for a specific transfer document by Doc. Number or a date range.

Button Functions

• [New]: The primary button to create a new bin transfer document.

2. Steps to Perform a Bin Transfer

Step 1: Create a New Document

From the Main View, click the [New] button to open the New Document form.

Step 2: Fill in General Information

On the form that appears, fill in the basic information:

• Transfer Date: Enter the date the physical transfer was performed.

• Method: Choose the input method, whether Manual or using a Barcode to scan the goods.

Step 3: Detail the Items Being Moved

1. In the table below, click the [+ Add Item] link to add a row.

2. Select the Item/Service Code to be moved.

3. Specify the Source Bin and the Destination Bin.

4. Enter the Transfer Quantity of the goods being moved.

Step 4: Confirm the Transfer

After all the moved items have been entered, click the [Confirm] button to process the transaction.

Workflow & Integrated Business Process

• Impact: After the transfer document is confirmed and approved, the system will automatically update the stock quantity records in both locations:

  • Stock in the Source Bin will decrease.

  • Stock in the Destination Bin will increase.

• Approval: A document that has been confirmed will likely go to an Inbox to be validated by the Warehouse Head before the stock change becomes final.

Tips & Important Notes

• This module is crucial for maintaining the accuracy of stock location data. Always create a transfer document every time there is a physical movement of goods between racks, between areas, or between warehouses.

• Using the Barcode method can speed up and reduce input errors when processing large quantities of item transfers.

• This is a daily work module for the Logistics and Warehouse teams.