Generate Goods Transfer (GRT) in Zwing
- Zwing KB Team
In Zwing, Goods Transfer (GRT) is the process of transferring inventory between stores or from a store to a supplier. You can generate the Goods Transfer either against an advice or using the ad hoc method.
Generate Ad Hoc Goods Transfer
You can transfer inventory by generating an Ad Hoc Goods Transfer, either to another store or back to the supplier.
From the sidebar menu, go to Inventory → Goods Transfer to view all generated Goods Tranfers. To create a new Goods Transfer, click on +New Transfer.
Select the store for which you want to create the Goods Transfer.
Select the Ad Hoc option to generate a goods transfer, choose the Destination Type, and then select the appropriate Destination.
For Store to Store transfer, select Destination Type: Store and choose the store. For transfer to a Supplier, select Destination Type: Supplier and choose the supplier.
Select Yes to use the same site for billing or No to choose a different site.
If you wish to use a different billing site, select the Billing Site Type and Billing Site from the dropdown.
Add Remarks and attach the necessary attachments, if required.
Once you have filled the header-level details of Goods Transfer, you can add packets to be transferred. Click here to learn more about adding packets in Goods Transfer.
Generate Goods Transfer Against Advice
You can transfer inventory by generating Goods Transfer against advice, either to another store or back to the supplier.
On the New Goods Transfer page, select the store for which you want to generate the Goods Transfer.
Choose Against Advice as the creation type and select the relevant advice.
The details related to destination type and destination site will be fetched based on the selected advice.
If you wish to use a different billing site, select the Billing Site Type and Billing Site from the dropdown.
Add Remarks and attach the necessary attachments, if required.
Once you have filled the header-level details of Goods Transfer, you can add packets to be transferred. Click here to learn more about adding packets in Goods Transfer.
Add Packet in Goods Transfer
As you have filled the header-level details for generating Goods Transfer, you can now add packets to be transferred in the generated Goods Transfer.
In the Packets to Transfer section, click on Add Packets to include the required packets.
Select the packet from the list and click on Add Selected to include it in the Goods Transfer process.
To add a packet here, you must first create a packet in the Packet module. If you are performing an Ad Hoc Goods Transfer, create an Ad Hoc Packet, and if you are generating a Goods Transfer Against Advice, create a Packet Against Advice.
Once you have selected the packet, it will appear in the Packets to Transfer list. Click on the packet to view the product details of the packed items.
After adding the header-level and packet-level details to the Goods Transfer, you can proceed with saving it.
Save Goods Transfer as Draft
Once you have added the header details and added the packets to be transferred, click on Continue to proceed.
Click on Continue to proceed with saving the Goods Transfer.
Once you click Continue, you will be redirected to the Preview page, where you can review the Goods Transfer, save it as a draft, or make changes before finalizing it.
You can click on Save as Draft, and your Goods Transfer will be saved as a draft.
Click on the available options to discard, modify, or save the drafted Packet and complete the process.
Once a Goods Transfer draft is deleted, it cannot be recovered. Ensure you review the draft carefully before deleting it, as this action is irreversible.
Save Goods Transfer
Once you have reviewed the Goods Transfer details and the packets to be transferred, you can proceed with the final save of the Goods Transfer.
On the Review Goods Transfer page, click Confirm & Publish to finalize and complete the Goods Transfer process.
Your Goods Transfer will be saved, and you will be redirected to the Goods Transfer Summary page, where you can review the final details.
If the Goods Transfer is a Store-to-Store transfer, the destination store will receive an Advice for GRN, allowing them to inward the inventory with reference to the generated Goods Transfer.
You can print the Goods Transfer by clicking on Print Transfer to generate a copy.
Success! Your Goods Transfer has been generated successfully.
Void Goods Transfer
If there’s any issue or mistake in Goods Transfer generation, you can void the saved Goods Transfer.
Go to the Goods Transfer Summary page, click on the top-right corner options, and select Void Transfer.
Click on Void Transfer, enter the reason, add remarks, and provide the void code.
Once the Goods Transfer is voided, the packets tagged in it can be used in another Goods Transfer.
Confirm the voiding of the Goods Tranfer by clicking Confirm Void, and the Goods Transfer will be voided automatically.
The Goods Transfer will remain in the Goods Transfer list with a Void status.
The Goods Transfer process ensures seamless inventory movement between stores or suppliers, maintaining accuracy and efficiency in stock management. By following the necessary steps, you can successfully create, manage, and track Goods Transfers, ensuring smooth operations.