Transfers: how this screen works
Transfers move stock from one of your warehouses to another. Units leave the source warehouse when you send the transfer, count as incoming at the destination while they are on their way, and are booked into stock when you receive them. You find this screen under Warehouse, Transfers (only when your warehouse plan includes more warehouses and transfers).
What you see on this screen
Refresh (the round arrow): reloads the list. The list also updates by itself when stock changes.
Partner switches (the two arrows icon): opens the partner switches of your fulfilment work (only when your role may transfer stock).
New transfer: start a new transfer (only when your role may transfer stock). With only one warehouse the button is greyed out and the page shows "Add a second warehouse to move stock between warehouses."
Filters: In and out, Incoming or Outgoing, and a state filter (All states, Draft, In transit, Needs review, Done, Cancelled). With more than one warehouse you can also pick one warehouse.
Columns: Number, From, To, State, Lines, Units, Received (orange when units were lost), Expected (arrival date), Sent and Shipment (the carrier and the tracking number; click the tracking number to open the tracking page in a new tab). The list loads more transfers as you scroll.
Row actions: click a row or the pencil to open the transfer. Copy to a new transfer opens a new draft with the same warehouses and lines; nothing is saved until you click Save.
What the states mean
Draft: you are still preparing it. Nothing is booked.
In transit: sent. The units left the source and count as incoming at the destination.
Needs review: you finished receiving but not everything arrived. You can still receive late units or write off the rest.
Done: everything is received or written off.
Cancelled: a draft that was cancelled. Nothing was booked.
Create and send a transfer
Click New transfer.
Under Details, choose the From warehouse and the To warehouse (they must be different). Add a Reference, Expected arrival date and Note if you like.
Under Lines, use Add an item to search by SKU, name or EAN. For every line choose the location it comes From, the Lot when the item tracks lots, and the Qty. The trash icon removes a line. A transfer has at most 200 lines. With bins, Add container adds every stock line of a container (pallet, crate or roll cage) of the from warehouse in one go, taken from that container. Adding the same container again sets its lines to what it holds now, it never doubles them.
Click Save. The transfer is saved as a Draft. The header tells you whether you have Unsaved changes or All changes saved.
Click Send. QrX shows the warehouses, lines and units. Under Shipment (optional, can be added later) you can say how the stock travels (see Carrier and tracking below). After you confirm, the units leave the source warehouse. A sent transfer cannot be changed or cancelled; only its shipment details can still change.
Cancel closes a draft without booking anything. Send is only possible when every line has a location to take it from.
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.
How it travels: Carrier (choose a QrX carrier, you can search it) or Own transport (type it under Transport (optional), for example own truck 12 or a local haulier, at most 80 characters).
Tracking number (optional) and Tracking link (optional): a full link that starts with https://.
Packages (optional): a whole number from 1 to 9,999. Shipped weight in kg (optional): up to 10,000 kg.
Fill them in the Send window, or later: once a transfer is sent, the Shipment card on the transfer shows the Carrier, Tracking, Packages and Shipped weight. Track shipment opens the tracking page in a new tab. The pencil Edit shipment details opens Shipment details, where you change them and click Save. This works on a sent transfer (In transit, Needs review or Done), for users who may transfer stock.
Receive a transfer
Open a transfer that is In transit. The lines now show Qty, Sent, Received, Lost and Still to come.
Click Receive (only when your role may receive stock).
Type the quantity per line under Receive now. With bins you can choose a Location; empty books into the receiving area of the warehouse. Switch the picker from Bins to Containers to receive into a container of this warehouse. The container that was sent stays empty in the from warehouse.
Click Book N units. Use Cancel to leave receive mode without booking.
Click Finish when you are done. If everything arrived, the transfer is closed. If units are missing, it goes to Needs review.
Missing units
A transfer in Needs review can still receive late units with Receive. When the rest will not come, click Write off (only when your role may adjust stock). Choose a Loss reason from your Transfer loss reasons, write a Note (always required) and confirm. When the reason needs photos, the field Photos asks for them first. Every missing unit is booked as a transfer loss with this reason and the transfer is closed. You manage the loss reasons in Settings, Reason codes.
Below the lines, Bookings lists every send, receipt and write-off with when, by whom and how many units.
Export to CSV or Excel
You can export the list of transfers with the state, warehouse and direction you filtered on. The export also holds the carrier, tracking number, tracking link, packages and shipped weight. 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
"Every line needs a location to take it from.": choose a From location on every line before you send.
"No location holds this item": the source warehouse has no stock of this item. Pick another item or another source warehouse.
"You can view this transfer. Changing or sending it needs the Transfer stock permission.": ask an administrator of your account to give your role that permission.
"Use a full link that starts with https://.": paste the complete tracking link from the carrier, or leave the field empty.
Someone else changed the transfer at the same time: QrX loads the latest version. Check it and try again.
You do not see Transfers in the menu: transfers need a warehouse plan with more warehouses and transfers, and a second warehouse to send to.
"This warehouse is being merged into another one, so nothing new can be started in it. Finish the switch to Simple stock first, or use the warehouse that stays.": you tried to create a transfer for a warehouse that is being merged into another one. Click Open stock settings in the message to finish the switch to Simple stock, or use the warehouse that stays.
"This reason needs a photo.": the loss reason you chose asks for photos. Add them, or choose another reason.
Need help? Click Chat at the bottom of the Help Center.