Process Overview

An overview of the automatic inventory transfer process

John Paul Gilmartin avatar
Written by John Paul Gilmartin
Updated over a week ago

The Auto Inventory Transfer process, transfers stock from one warehouse to another. The transfer process is based on a set of configurable rules.

The process consists of an Outbound warehouse, considered the supply warehouse eg where the goods are moved from.

And the Inbound warehouse, considered the demand warehouse eg where the goods are moved to.

Every time the process runs it will check if the Inbound warehouse is running low of stock that is supplied from the Outbound warehouse. If an item is running low (below the transfer trigger point) it deemed as a "transfer candidate".

A transfer candidate will define the exact amount of stock that should be transferred. To avoid transferring single cases the process can be configured to round the transfer requirement to the nearest whole/half pallet.

When the process has completed it will group all the transfer candidate's together and check if the transfer is within the maximum transfer size.

If the maximum transfer size is exceeded, a sorting process is performed.

Candidate's are ordered large to small and then conditionally added to the transfer request. The condition checks, if the candidate were to be added, would the total transfer request exceed the maximum transfer size. If the result is yes, the candidate is not added. If the result is no, the candidate is added.

Each transfer run follows the process flow below.

Auto Inventory Transfer Process Flow


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