🚚 Transfers & Warehouse

How to add a new Store / Warehouse

1. Stores → Store List → + New Store
2. Fill: Store Code (e.g. MUM-01), Store Name (Mumbai Main), Store Type (Retail / Warehouse / Distribution)
3. Address block: Address 1, City, State, State Code (auto-filled from GSTIN), PIN
4. GSTIN: usually same as company for single-state, different for multi-state operations
5. Optional: Server URL (for on-prem Store install syncing back to HQ)
6. Save. Store appears in POS setup + Transfer picker + Reports store filter.

Create a Transfer Order (TO)

TO is the request — "Warehouse, please send 100 packs of Milk to Retail Store 3".

1. Transfers → Transfer List → + New TO
2. Pick From Store (source) + To Store (destination)
3. Set Priority: Normal / Urgent / Rush
4. Add lines: Item + Requested Qty. Optional: Variant if variants enabled.
5. Click Save Draft — sits at status Draft pending approval
6. Approver: Transfer List → filter Draft → Approve. Status → Approved.

Ship goods (Transfer Shipment)

Warehouse picks approved TO, packs goods, ships.

1. From approved TO → click Ship button
2. Enter Shipped Qty per line (defaults to Approved Qty; adjust for shortage)
3. Enter Transport Ref (vehicle no or courier tracking)
4. Click Post Shipment. Status → Shipped.
5. Auto: Inventory at source decreases. QtyInTransit at destination increases.
6. Print TRANSFER_SHIPMENT (delivery challan) — includes E-Way Bill block if value > ₹50k.

Receive at destination

Truck arrives at destination store. Verify + accept.

1. At destination store: Transfers → Posted Transfer Shipment → tick shipment → Receive
2. Or from any store: Transfers → + New Receipt → pick source Shipment
3. Enter Received Qty per line + Damaged Qty if any
4. Click Post Receipt. Inventory at destination increases. QtyInTransit clears.
5. Variance handling: if received < shipped, the difference stays as in-transit (write off separately if lost)

Auto E-Way Bill on high-value transfers

Every Transfer Shipment where line-value SUM > ₹50,000 auto-triggers EWB generation.

1. Configure NIC EWB creds at Admin → E-Way Bill Settings (or leave off for simulated numbers)
2. Ship a high-value TO. Within 60s, EWayBillAutoWorker generates the 12-digit EWB number
3. Reprint delivery challan — EWB number, valid-until date, and vehicle no now appear
4. Vehicle carries the printed challan. Highway checkpoints scan the EWB QR.

In-transit stock (what's on the truck)

Between Shipment posted and Receipt posted, stock exists in a "limbo" — not at source, not at destination.

• Stocks → In-Transit Report: shows all shipments in transit > N days
• Alert if in-transit > 3 days — driver missing, courier delayed, or forgot to Post Receipt
• Solvexa's Stock by Store view shows QtyInTransit as a separate column

Transfer Suggestions (data-driven redistribution)

System spots stores overstocked in one item while another store runs low. Suggests a transfer.

1. Stocks → Transfer Suggestions
2. Table: Item, Overstocked at Store X (Qty above reorder), Understocked at Store Y (Qty below reorder), Suggested Transfer Qty
3. Tick suggestions → Create TOs. Batch-creates draft TOs.
4. Approver reviews + posts. Manager decides which to actually ship (may skip if truck routing doesn't allow).

Warehouse management (bins, waves, put-away)

For larger warehouses: track item location down to Aisle-Bin level, batch pick orders in Waves.

• Warehouse → Setup → Locations: define Zone → Aisle → Rack → Bin hierarchy
• Warehouse → Locations: assign items to bins (many-to-many)
• Warehouse → Put-away Rules: when goods arrive via GRN, system suggests bin based on rules (SKU velocity, item weight, temperature zone)
• Warehouse → Waves: batch multiple picking orders. Picker gets one walking route covering all orders. Efficiency +40%.
• Warehouse → Vehicles + Gate Log: track trucks entering/leaving, unload times
• Warehouse → Quarantine + RTV: hold defective stock; return to vendor