Thank you for using the English version of the JTL-Guide!
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
We are currently still building up the English documentation; not all sections have been translated yet. Please note that there may still be German screenshots or links to German pages even on pages that have already been translated. This guide mostly addresses English speaking users in Germany.
Note: On 1 September 2024, JTL introduced new editions that bundle most of the previous individual services into different packages. In order for you to continue working as smoothly as possible, existing customers were automatically switched to the package configuration that best matched their existing contract. The individual packages differ in terms of limitations and/or range of functions. Therefore, some of the features described in the JTL-Guide may not be available to you as part of your booked JTL edition. You can change your package configuration in your JTL customer account. Find out more about the new editions and packages here. Check our FAQ for frequently asked questions about the product editions.
Transferring items between default warehouses
Your task/initial situation
Let us imagine that you have a local shop for advertising material and a small warehouse that is close by. You manage your warehouse in JTL-Wawi as a default warehouse (Default warehouse 1) and work with the POS system JTL-POS in your local shop (Default warehouse 2). Some goods in your shop are running out, so you want to transfer some items from your warehouse to your local shop. Your employees in the local shop can initiate stock transfers in JTL-Wawi and thus order the goods from the warehouse.
Procedure
Step 1: Creating a stock transfer
- Click on the Warehouse icon to open the Warehouse area.
- Open the Outbound stock transfers category and click New stock transfer. The Creating and editing stock transfers dialogue box opens.
- Select a Source warehouse and a Destination warehouse. In this case, you would select the default warehouse as the source warehouse and the local shop as the destination warehouse.
- Click Add line items. The Searching for items dialogue box opens.
Please note: The list view shows all of your items. You can double-click on an item in this list to add it to the selection. On the left, you can narrow the items that appear in the list according to categories.
- Double-click or use the Add from above button to add all the items you want to transfer. Then click Add. You are now back in the Creating and editing stock transfers dialogue box. Here you can see the item(s) you have selected and specify the stock transfer quantity (double-click on the stock transfer quantity).
Delete line items: If you want to delete a line item, select it and click Delete line item.
- Option: You can add a custom line item to your stock transfer, for example, a paper bag for your local shop, which you store in large quantities in your warehouse. Click on the small black arrow in the Add line items button and select the option Create custom line item Enter a name for the custom line item and the stock transfer quantity.
- Select a shipping method and add an estimated delivery date. In this example, you would transport the goods with your own van. For this purpose, you have created a new shipping method called “Stock transfer own van”. You can of course also ship your stock transfer using one of your shipping service providers. Go to Creating shipping methods in JTL-Wawi.
- If necessary, add a note to your stock transfer and then click Save.
Print item labels: Use the Print item labels button to open the Printing item labels dialogue box. Here you can select whether and for which of the items that are to be transferred you want to print separate labels with a bar code. You can then use these to label your items directly with the right label.
Using the consecutive number, you can now find your stock transfer in the Outbound stock transfers folder.
Depending on whether the selected items are deliverable or not, you will find the stock transfer in the status folder Deliverable, Partially deliverable or Out of stock.
Since all items that you would like to transfer are available in sufficient quantities, you will find the stock transfer in the status folder Deliverable.
- If you want to add more items to your stock transfer, you can double-click on the stock transfer or click on the Edit button.
Step 2: Preparing for shipping
Below you will learn how to prepare for shipping with our free JTL-PackingBench. Go to the documentation for JTL-PackingBench.
- In the list view, select one or more stock transfers that you want to ship.
- If you are working with JTL-PackingBench, click on the small black arrow on the On pick list button and select the desired option. The Adding sales orders to pick list dialogue box opens.
If you are not using our free JTL-PackingBench yet, click Ship. The Shipping sales orders dialogue box appears. Click Ship in the bottom right corner. You can now find the stock transfer in the Shipped category.
- Please check the pick list and print it out if required. On the left, under Print, select Pick list.
- Confirm the information by clicking OK.
- In the Pick list category, select a pick list you want to edit and click PackingBench. The application JTL-PackingBench opens.
- Go to the menu PackingBench > Goods issue and select the pick list you want to edit.
- Pick the items that are on the pick list.
- Confirm the items in JTL-PackingBench and pack the items.
- Click on the Pack button. If you have made the appropriate settings for the JTL-PackingBench/JTL-WMS output in JTL-Wawi, all shipping documents will now be printed/sent.
Please note: As soon as the stock transfer items are cleared from the source warehouse during the shipping process, they are automatically posted to intermediate storage. As long as the items are in intermediate storage, they can be viewed in the intermediate storage overview and are in the stock overview of the corresponding intermediate storage. For each combination of two warehouses, an intermediate storage is created, so that it is always possible to see exactly which items are being transferred between which warehouses.
Step 3: Posting goods to the destination warehouse
Your transferred goods have now arrived at your destination warehouse, i.e. your local shop. To post the goods to your destination warehouse, proceed as follows:
- Go to the Warehouse are in the category Inbound stock transfers > Being processed.
- In the list view, select the stock transfer for which you want to carry out the goods receipt.
- Click Goods receipt in the toolbar. The Performing goods receipt dialogue box opens.
- Carry out the goods receipt in JTL-Wawi as usual. As soon as you have posted the individual items via the respective goods receipt processes, the stock is deducted from the intermediate storage. Go to the documentation for Goods receipt in JTL-Wawi
Please note: If items have been lost during transport, the goods will be displayed as an open quantity in the intermediate storage. To clean up the stock, open the stock transfer in the Being processed or Partially delivered category and click Complete. The items that are still open are then completely deleted from the stock.
- Your goods have been posted to your local shop. The stock transfer process is now complete.
You can view your completed stock transfers in the Inbound stock transfers category under the status Completed in the Warehouse menu.
You can view your completed stock transfers in the Warehouse menu, in the Inbound stock transfers category under the status Completed.
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