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