Transfers Between Warehouses
A transfer moves stock from one of your warehouses to another, for example from your main warehouse to a second location for a weekend sale. QrX keeps track of the units while they are on the way, so stock never disappears between the two warehouses. Warehouse stock is part of QrX WMS.
Who It Is For
Merchants with more than one warehouse on Full WMS.
Staff who send stock out, and staff who receive it at the other warehouse.
Transfers need Full WMS with the modules Multiple warehouses and Transfers switched on in Settings > Warehouse > Stock (Level and modules tab) and included in your plan.
Where to Find It
Warehouse > Transfers: all transfers, with filters on state and direction (In and out, Incoming, Outgoing).
Warehouse > Dashboard: the cards Transfers in transit and Inbound (transfers arriving today).
Transfer States
Draft: being prepared. Nothing is booked yet; you can still change or cancel it.
In transit: sent. The units have left the source warehouse and count as incoming at the destination.
Needs review: receiving was finished but some units did not arrive.
Done: everything arrived, or the missing units were written off.
Cancelled: the draft was closed without booking anything.
Create and Send a Transfer
Go to Warehouse > Transfers and click New transfer.
Choose the From warehouse and the To warehouse. Optionally add a reference (for example a truck or pallet number), an expected arrival date and a note.
Add the lines: search an item, enter the quantity and choose the From location the units are taken from. Every line needs a from location before you can send.
Save. The transfer is saved as a draft with a number such as TR-123.
When the goods leave, click Send and confirm. The units leave the source warehouse now and count as incoming at the destination. A sent transfer cannot be changed or cancelled.
Carrier and Tracking
A transfer can carry the details of its shipment. This is tracking only: QrX buys no label for a transfer, and changing these details books nothing.
In the Send window, under Shipment (optional, can be added later), choose a Carrier (a QrX carrier, you can search it) or Own transport (type it, for example own truck 12 or a local haulier, up to 80 characters). Add a Tracking number, a Tracking link (a full link that starts with https://), the number of packages and the shipped weight.
Later, the Shipment card on a sent transfer (In transit, Needs review or Done) shows the carrier, tracking, packages and shipped weight. Track shipment opens the tracking page; the pencil Edit shipment details changes them.
The transfer list has a Shipment column with the carrier and tracking number, and the transfer export includes them.
When someone else changed the shipment details in the meantime, saving them or clicking Send stops with "Someone else changed this in the meantime. The latest version is loaded." Nothing is overwritten and nothing is booked: check the details and try again.
In the QrX app, the receiving warehouse can add or change the shipment details too, with a carrier search. See "Reasons, Photos and Stock Corrections in the QrX App".
Receive a Transfer
At the destination, open the transfer (filter on Incoming) and click Receive.
Enter the quantity that arrived for each line. You can receive in parts, for example per pallet.
Confirm with the book button (it shows the number of units). The units land in the receiving area of the destination warehouse, or on the location you choose, and are put away like any delivery. See "Receiving, Put-Away and Write-Offs".
When you are done, click Finish. If everything arrived, the transfer is Done. If units are missing, it goes to Needs review.
You cannot receive more than is still expected on a line. Extra units that arrived by mistake are booked as a separate receipt.
Receiving a transfer in the QrX app works without a connection: your receive bookings are saved on the phone ("Saved on this phone, sends when online") and sent as soon as the phone is online again. Finish and a write-off need a connection. Bookings the server refused are listed ("Receive bookings refused: 2") so you can check them. Do not sign out while bookings are waiting, because signing out clears them from the phone.
Review Differences
A transfer in Needs review shows the units that are still outstanding per line. You can:
Still Receive units that turn up later.
Write off the missing units with a note, for example "pallet damaged on the way". Every unit that did not arrive is booked as a Transfer loss and the transfer is closed. Transfer losses appear in the write-offs report. Choose a loss reason from your reason codes; a reason can ask for a note or photos. See "Reason Codes, Units of Measure and Lot Holds". You can also write off on the phone in the QrX app.
The Bookings list on the transfer shows every send, receipt and write-off with the user and the time. Use Copy to a new transfer to start a new transfer with the same lines.
Permissions
Transfer stock: create, change, send, copy and cancel transfers.
Receive stock: receive transfers and finish receiving.
Adjust stock: write off missing units.
If your users are limited to certain warehouses (Settings > Warehouse > Warehouses, Who works here), a user needs access to the source warehouse to send and to the destination warehouse to receive, finish or write off. A transfer is visible to users with access to either warehouse.
Limits
A transfer has at most 200 lines.
Only drafts can be changed or cancelled. In-transit transfers are received or written off.
Both warehouses must belong to your account.
Frequently Asked Questions
Can orders use the stock while it is on the way?
No. Units in transit are not available to sell anywhere. They count as incoming at the destination and become available once they are received and put away.
I made a mistake in a transfer I already sent. What now?
A sent transfer cannot be changed. Receive what arrived, finish, and write off what is missing. If too much was sent, send the extra units back with a new transfer.
Why do I not see Transfers?
Transfers need Full WMS with the modules Multiple warehouses and Transfers, and the permission Transfer stock or Receive stock.
Do transfers between warehouses create a shipping label?
No. A transfer only moves stock in QrX. Arrange the physical transport yourself. You can record the carrier and tracking number on the transfer so the receiving warehouse can follow it.
When to Contact Our Support Team
Contact QrX support when a sent transfer does not show as incoming at the destination, when receiving keeps failing, or when you need the Transfers module in your plan. Include the transfer number and a screenshot.