Partner switches: how this screen works
This screen is for fulfilment partners: warehouses that store and ship stock for other merchants. When a merchant moves its stock and fulfilment from one partner to another, that move is a partner switch. Here you handle the switches where you are the new partner (stock comes to you) or the old partner (stock leaves you). You find it under Warehouse, Partner switches, or through the two arrows icon on the Transfers screen (only when your role may view and transfer stock).
What you see on this screen
Incoming: merchants that move their stock to you.
Outgoing: merchants that leave you for another fulfilment partner.
Refresh (the round arrow): reloads the list. The list also updates by itself when a switch changes.
Columns: Number, Merchant, From partner (Incoming) or To partner (Outgoing), State, Channels, Sent, Received, Receiving warehouse and Requested. The list loads more switches as you scroll.
Click a row, or the Open switch icon, to open it.
When a tab is empty you see "No merchant is moving its stock to you." or "No merchant is moving its stock away from you." The merchant starts a switch from its own partner access settings; it then appears here for both partners.
How a switch moves forward
The progress bar on a switch shows the steps Requested, Accepted, In transit, Received and Done. The states mean:
Requested: the merchant asked to move. The new partner still has to accept.
Accepted: the new partner accepted. The old partner finishes the open orders and ships the stock.
In transit: the stock is shipped. From this moment the new partner fulfils the merchant's orders.
Needs review: not everything arrived. Late units can still be received; the merchant approves the difference.
Done: the switch is complete.
Declined or Cancelled: nothing moved. The old partner keeps fulfilling.
Open a switch
A switch shows a short guide for the current step, the Progress, the Details (merchant, old partner, new partner, receiving warehouse, channels and the dates), the Channels whose fulfilment access moves, the Stock lines (Sent, Received, Lost and Still to come per item and lot) and a Timeline of every step. The buttons in the header depend on your role in the switch and its state. In Channels, a channel that was deleted before the stock shipped shows Channel deleted: its access did not move to the new partner.
When you are the new partner
While the switch is Requested, choose the Receiving warehouse: the merchant's stock is booked there and its orders are fulfilled from it.
Click Accept and confirm. Nothing moves until the old partner ships. Or click Decline and give a reason; the merchant sees your reason. You can also decline after accepting, as long as nothing has shipped.
When the stock is In transit, the orders are yours. Click Receive. Scan or type a barcode (EAN, barcode or SKU, then Enter) to count a unit on its line, or type the quantity under Receive now. With bins you can choose a Location; empty books into the receiving area.
Click Book N units. Stop receiving leaves receive mode without booking.
Click Finish. If everything arrived the switch is closed. If units are missing it goes to Needs review, where you can still receive late units.
A warning on a line means your item with that SKU is set up differently, for example it tracks lots while the stock arrives without a lot. Change the item under Stock first, then receive the line.
When you are the old partner
While the switch is Accepted you see Ready to ship?: the lines and units of this merchant that will leave your stock, and what still blocks shipping. Every blocker has an explanation and an Open link to the work to solve:
Open orders or pick lists: ship or release them first.
Open pack sessions: finish or abandon them.
Labels still to print or ship: print and ship them, or cancel the labels.
Negative stock: correct it with a count or an adjustment.
Stock outside bins: units in quarantine, on a packing table, in a tote, in transit or waiting to go back to the sender. Move them to a bin or scrap them.
Warehouse without access: stock is in a warehouse you cannot access. Ask an administrator of your organization.
Another fulfilment partner: the merchant must remove that other access first.
When nothing blocks, click Ship and confirm. The units leave your stock and at the same moment the fulfilment access moves to the new partner: you no longer see or ship this merchant's orders. This cannot be undone. If the merchant has no stock with you, only the access moves.
Export to CSV or Excel
You can export the list of partner switches. Click the Export icon, choose CSV or Excel and click Start export. The export uses the filters you have on the screen and runs in the background, so you can keep working.
The Show your exports icon opens Exports: all your exports, newest first, with more loading as you scroll and a refresh button. When an export is Ready, download the file. A file is kept for 24 hours. An Excel file holds at most 1,000,000 cells: export a larger list as CSV. You can run up to 3 exports at the same time.
You see these icons only when your role may open this list and may also export stock history.
Tips and common questions
"Choose the receiving warehouse first.": pick a warehouse before you click Accept.
"You have no active warehouse yet. Set up stock first under Settings > Stock.": create a warehouse before you accept a merchant.
"Shipping is blocked. Solve the points in the list first.": work through the blockers under Ready to ship?.
"You cannot receive more than is still to come.": the line already received that many units. The latest version is loaded.
"Stock movements of a partner switch cannot be reversed.": correct the stock with a count or an adjustment instead.
Someone else changed the switch at the same time: QrX loads the latest version. Check it and try again.
Need help? Click Chat at the bottom of the Help Center.