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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.

Contents

Transferring items from default warehouses to WMS warehouses

Your task/initial situation

Let us imagine that you have an online business and a local shop for advertising material. Your shipping warehouse is located in Cologne and your local shop in Munich. You are using JTL-WMS for warehouse management and are working with the point of sale system JTL-POS in your local shop. There are a couple of products in your local shop that do not sell very well, so you want to ship those items to your shipping warehouse, a WMS warehouse, i.e. transfer the items. Your employees in the local shop can initiate stock transfers in JTL-Wawi and thus send the goods to the shipping warehouse.

Procedure

A stock transfer from a default warehouse (in our example the local shop) to a WMS warehouse consists of 3 steps:
Step 1: You or your employees in your local shop, create the stock transfer in JTL-Wawi. Specify which items are to be transferred from your local shop to your WMS warehouse.
Step 2: The goods leave your default warehouse via your specified default goods issue processes that you have defined for this warehouse and are posted to intermediate storage.
Step 3: Your goods will be received from intermediate storage in your WMS warehouse and posted to your warehouse via the goods receipt in JTL-WMS.

Step 1: Stock transfer

Click on the Warehouse icon to open the Warehouse area.

In the Outbound stock transfers category, click New stock transfer. The Creating and editing stock transfers dialogue box opens.

Select a source warehouse and a destination warehouse. In this example, you would select a default warehouse (your local shop) as the source warehouse and a JTL-WMS warehouse as the destination warehouse.
Click Add line items. The dialogue box Searching for items opens.

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 by categories.

Double-click on all the items in selection suggestions that you want to transfer. Then click Add. You are now back in the Creating and editing stock transfers dialogue box. Here you can now see the item(s) you selected and specify 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.

If necessary, add a note to your stock transfer and then click Save.

Please note: You will now find the stock transfer with a sequential number in the Outbound stock transfers category. Depending on whether the selected items are available or not, you will find your stock transfer in the status Deliverable, Partially deliverable or Out of stock. Since all items that you want to transfer are available in sufficient quantities, you will find the stock transfer in the status 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

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 of charge JTL-PackingBench, 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.

Check the pick list and 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.

Pick the items that are on the pick list.
Pack the items and prepare the shipment.

Please note: You can now find the stock transfer in the Shipped and Inbound stock transfers categories.

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, which is a WMS warehouse.

To post the goods to your destination warehouse, perform the goods receipt in JTL-WMS as usual.

Please note: When receiving goods in your JTL-WMS destination warehouse, proceed in the same way as when posting purchase orders. As soon as you have processed the individual items via your goods receipt process, the stock is deducted from the intermediate storage. For more information, read the documentation on JTL-WMS.

Once you have posted all your goods to your WMS warehouse, the stock transfer process is complete.

Please note: You can view your completed stock transfers in the Inbound stock transfers category under the status Completed in the Warehouse menu.

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.