Comment gérer les transferts de stock d'un entrepôt à l'autre dans Zoho Inventory ?

Comment gérer les transferts de stock d'un entrepôt à l'autre dans Zoho Inventory ?



Qu'est-ce qu'un ordre de transfert  

                  Un ordre de transfert est un document utilisé pour exécuter le mouvement de marchandises d'un entrepôt à un autre. L'ordre de transfert est généré dans le but de gérer l'entrepôt ou de traiter la commande. Il peut s'agir de la préparation des commandes, du stockage, de la mise à jour des commandes, du remballage ou de la gestion des stocks.

 

 Pourquoi Transférer des stocks  

  • De nombreux distributeurs et commerçants disposent d'un entrepôt central pour stocker les produits. À la réception des demandes des magasins ou lorsque le système détecte des points de commande dans l'un des entrepôts ou magasins satellites, le responsable de l'entrepôt déplace les articles de l'entrepôt central vers les magasins par ordre de transfert. Cela permet d'éviter de conserver des stocks expirés et ainsi de réduire les pertes de stock.

  • Il arrive qu'un des magasins manque de quelques articles, mais qu'un autre magasin ne vende pas bien ces mêmes articles. Avec l'ordre de transfert, vous pouvez équilibrer les stocks entre les magasins ou les entrepôts, en minimisant les achats excédentaires et en optimisant les ventes.

  • Certains distributeurs ont une politique de livraison pour promouvoir les nouveaux produits. Dans ce cas, l'ordre de transfert est utilisé pour assurer le suivi de ces mouvements.

  • Les ordres de transfert sont également utilisés pour éliminer les marchandises abîmées.

 

 Comment gérer les transferts de stock depuis Zoho Inventory   

Bon à savoir : Vous devez avoir au moins deux entrepôts dans Zoho Inventory pour pouvoir transférer le stock.

 

 Créer un ordre de transfert 

  • Sélectionnez l'onglet "Ordres de transfert" depuis le panneau à gauche.

  • Allez sur "+ Nouveau"

  • Dans la première section, saisissez les détails demandés comme No d'ordre de transfert, la date et le motif.

  • Dans la deuxième section, saisissez les détails sur les entrepôts de source et de destination.

  • Saisissez les détails sur les articles à transférer. Vous pouvez soit ajouter les articles un par un, soit les ajouter en masse.

  • Lorsque les articles font l'objet d'un suivi de série ou de batch, vous pouvez ajouter des articles en sélectionnant les numéros de série ou de batch associés à vos articles.

  • Si vous souhaitez démarrer un transfert et le recevoir plus tard, cliquez sur "Lancer le transfert". Le statut de l'ordre de transfert sera défini comme "En Transit", et l'entrée en stock devra être effectuée manuellement.

  • Si vous souhaitez effectuer le transfert instantanément, cliquez sur "Transférer et recevoir". Dans ce cas, le stock sera transféré immédiatement. Cette option peut être utilisée pour enregistrer un transfert de stock qui a déjà eu lieu.

Approuver les ordres de transfert 

Lorsque votre entrepôt est occupé par des entrées et sorties de stock plusieurs fois par jour, il est possible de perdre le fil et d'émettre un ordre de transfert avec des détails incorrects. Cela aura une incidence sur le processus d'exécution. Pour éviter ce genre de contretemps, vous pouvez mettre en place un workflow d'approbation afin que les ordres de transfert soient vérifiés et approuvés par les responsables de l'entrepôt avant d'être émis.


 Configurer l'approbation 

  • Paramètres >> Préférences >> Approbations

  • Sous l'onglet "Approbation du stock" , sélectionnez "Activer l'approbation inventaire".

  • Choisissez l'option "Tous les approbateurs peuvent approuver" sous les préférences.

  • Réglez les préférences de notifications et cliquez sur "Enregistrer".


 Comment le système d'approbation fonctionne 

  • L'utilisateur crée un ordre de transfert et clique sur "Enregistrer et soumettre".

  • L'approbateur visualise les transferts en attente d'approbation et, s'il est satisfait, clique sur "Approuver et lancer le transfert".

  • Une fois le transfert approuvé, l'utilisateur peut le terminer en cliquant sur "Marquer comme transféré". Sinon, l'utilisateur peut modifier l'ordre ou soumettre un nouvel ordre de transfert avec toutes les modifications suggérées.

Suivi des transferts de stocks 

Les entreprises disposant de plusieurs entrepôts transfèrent souvent des marchandises d'un entrepôt à l'autre lorsqu'elles ont un besoin immédiat d'approvisionnement. Il est donc essentiel que les responsables d'entrepôt sachent exactement quand ils recevront les marchandises de l'entrepôt source pour gérer efficacement les ventes et l'exécution des commandes. L'intégration d'AfterShip à Zoho Inventory vous permet d'être informé en temps réel de l'état de vos stocks.


 Exigences pré-réglées 

  • Intégration AfterShip

  • Numéro de suivi des marchandises expédiées - le suivi n'est possible que grâce au numéro de suivi.


 Activer le suivi de l'ordre de transfert 

  • Allez sur l'onglet "Ordres de transferts"

  • Ouvrez l'ordre de transfert que vous souhaitez suivre. Notez que l'ordre de transfert doit avoir le statut "En transit".

  • Cliquez sur "Activer le suivi en temps réel" depuis la page des détails de l'ordre de transfert.

  • Saisissez les détails de suivi fournis par votre service d'expédition.

  • Activez "Envoyer la notification de statut" pour recevoir des mises à jour sur l'état du transfert. Cette option sera disponible si vous avez activé l'activation instantanée lors de l'intégration avec AfterShip.

​


  • Autrement, fournissez vos informations d'email ou de SMS pour recevoir des mises à jour de suivi. Cette option sera disponible si vous avez intégré votre propre compte AfterShip à Zoho Inventory.

  • Pour afficher le statut de votre transfert, ouvrez l'ordre de transfert, cliquez sur "Chronologie du transfert". Vous y trouverez la position actuelle et le déroulement complet de votre transfert de stock en chronologie.

  • Pour confirmer la prise en charge de l'ordre de transfert, sélectionnez l'ordre de transfert que vous avez reçu et cliquez sur "Marquer comme reçu" à partir de la page de l'ordre de transfert.


N'hésitez pas à nous partager vos astuces en commentaire !

L'équipe Zoho France

    • Sticky Posts

    • Collaboration sans faille avec Zoho One

      Bonjour à tous, Dans cet article nous allons voir comment Zoho One permet une collaboration à différents niveaux .       La façon dont nous travaillons évolue. À mesure que les entreprises se mondialisent, la plupart des activités sont menées en équipe.

    • Recent Topics

    • Losing description after merging tickets

      Hello, We merge tickets when they are about the same topic from the same client. It happens sometimes. We recently noticed that after the merger only the description from the master ticket is left in a thread. And the slave-ticket description is erased.

    • in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books

      in the Zoho Creator i have File Upload field get the file on submission of the form Get the File and upload to Zoho Books . how I get the file From zoho creator and upload to Zoho Books . using Api response = invokeUrl [ url: "https://www.zohoapis.com/creator/v2.1/data/hh/l130/report/All_Customer_Payments/"+input.ID

    • Generate a link for Zoho Sign we can copy and use in a separate email

      Please consider adding functionality that would all a user to copy a reminder link so that we can include it in a personalized email instead of sending a Zoho reminder. Or, allow us to customize the reminder email. Use Case: We have clients we need to

    • Syntax for URLs in HTML Snippets

      What are some best practices for inserting a URL in an HTML snippet? I've looked at Zoho Help articles on navigation-based and functional-based URLs, but I'm still unclear on how to incorporate them in an HTML snippet. For example, 1. How do I link to

    • Rate Limiting in Zoho Flow (OpenAI API)

      Hi Everyone, We are facing some issues when using Zoho Flow as we have a deluge script running which is making external calls to OpenAI endpoint. Sometimes the response takes more than 30 seconds meaning the script will timeout. We want to implement a

    • Placing a condition before converting the LEAD

      Hi,  I need some assistance with Lead conversion. I need to place certain conditions before allowing the user to convert the lead.  For example: up until the certain status's doesn't equal "green" don't allow to convert lead.  I tried creating this using

    • it is possible to open a widget via deluge script function

      I have one function that is workflow action I call my fucntion I need to call the internal widget it is possible to open or it have to please tell me the solution

    • Creator - Portal Custom Domain

      I will pay $100 in crypto to anyone who can actually get my Creator Custom Domain to function (actually tell me how you got yours to).  Domain verifies, Nothing. I've been fighting it a week, multiple chats to customer service. Clearly I'm doing something wrong.  Some datapoints Domain name itself unimportant, can be a string of numbers.  I need to know what registrars are working for you because GoDaddy does NOT.  Do I need hosting? I've tried both ways and nothing works.  I pushed through Cloudflare

    • Translation support expanded for Modules, Subforms and Related Lists

      Hello Everyone!   The translation feature enables organizations to translate certain values in their CRM interface into different languages. Previously, the only values that could be translated were picklist values and field names. However, we have extended

    • Transitioning to API Credits in Zoho Desk

      At Zoho Desk, we’re always looking for ways to help keep your business operations running smoothly. This includes empowering teams that rely on APIs for essential integrations, functions and extensions. We’ve reimagined how API usage is measured to give

    • steps and options to change Domain DNS/Nameservers settings

      Please share the options or steps to change  Domain DNS/Nameservers settings 

    • Unable to explore desk.zoho.com

      Greetings, I have an account with zoho which already has a survey subscription. I would like to explore desk.zoho.com, but when I visit it while logged in (https://desk.zoho.com/agent?action=CreatePortal) I just get a blank page. I have tried different

    • Employees in Leave Policy exceptions

      In the Leave Policies we should be able to add specific employees to the exception list So it will be like All Employees except A,B,C in the exception list, currently we can only add departments etc

    • Searching customer field

      Hello, When entering a receipt, we select customer information. The customer information is synced with Zoho CRM. However, we can't find the customer information because it searches for words that begin with the entered value. It needs to search for words

    • Transition Criteria Appearing on Blueprint Transitions

      On Monday, Sept. 8th, the Transition criteria started appearing on our Blueprints when users hover over a Transition button. See image. We contacted Zoho support because it's confusing our users (there's really no reason for them to see it), but we haven't

    • How I set default email addresses for Sales Orders and Invoices

      I have customers that have different departments that handle Sales Orders and Invoices. How can i set a default email for Sales Orders that's different than the default email for Invoices? Is there a way I can automate this using the Contact Persons Departments

    • Modular Permission Levels

      We need more modular Permissions per module in Books we have 2 use cases that are creating problems We need per module export permission we have a use case where users should be able to view the sales orders but not export it, but they can export other

    • When dispatched to crew, assigning lead missing

      Hello, For the past two or three weeks, whenever an officer assigns Service Appointment to a team, the lead person is missing from the assigned service list. Therefore, we have to reschedule the SA and then the lead person becomes visible in the assigned

    • Kaizen #157: Flyouts in Client Script

      Hello everyone! Welcome back to another exciting edition of our Kaizen series, where we explore fresh insights and innovative ideas to help you discover more and expand your knowledge!In this post, we'll walk through how to display Flyouts in Client Script

    • How get stock name from other column ?

      How get stock name from other column ? e.g. =STOCK(C12;"price") where C12 is the code of the stock

    • Adding a developer for editing the client application with a single user license

      Hi, I want to know that I as a developer I developed one application and handed over to the customer who is using the application on a single user license. Now after6 months customer came back to me and needs some changes in the application. Can a customer

    • Download an email template in html code

      Hello everyone, I have created an email template and I want to download it as html. How can i do that? I know you can do it via the campaigns-first create a campaign add the template and download it as html from there. But what if i don't want to create

    • Attachment is not included in e-mails sent through Wordpress

      I have a Wordpress site with Zeptomail Wordpress plugin installed and configured. E-mails are sent ok through Zeptomail but without the included attachment (.pdf file) Zeptomail is used to send tickets to customers through Zeptomail. E-Mails are generated

    • Upcoming Changes to the Timesheet Module

      The Timesheet module will undergo a significant change in the upcoming weeks. To start with, we will be renaming Timesheet module to Time Logs. This update will go live early next week. Significance of this change This change will facilitate our next

    • Best way to schedule bill payments to vendors

      I've integrated Forte so that I can convert POs to bills and make payments to my vendors all through Books. Is there a way to schedule the bill payments as some of my vendors are net 30, net 60 and even net 90 days. If I can't get this to work, I'll have

    • Cant update image field after uploading image to ZFS

      Hello i recently made an application in zoho creator for customer service where customers could upload their complaints every field has been mapped from creator into crm and works fine except for the image upload field i have tried every method to make

    • Billing Management: #4 Negate Risk Free with Advances

      In the last post, we explored how unbilled charges accumulate before being invoiced. But what happens when businesses need money before service begins? Picture this: A construction company takes on a $500,000 commercial building project expected to last

    • Is there an equivalent to the radius search in RECRUIT available in the CRM

      We have a need to find all Leads and/or Contacts within a given radius of a given location (most likely postcode) but also possibly an address. I was wondering whether anyone has found a way to achieve this in the CRM much as the radius search in RECRUIT

    • Zoho CRM Inventory Management

      What’s the difference between Zoho CRM’s inventory management features and Zoho Inventory? When is it better to use each one?

    • Cannot Enable Picklist Field Dependency in Products or Custom Modules – Real Estate Setup

      Hello Zoho Support, I am configuring Zoho CRM for real estate property management and need picklist field dependency: What I’ve tried: I started by customizing the Products module (Setup > Modules & Fields) to create “Property Type” (Housing, Land, Commercial)

    • How to add application logo

      I'm creating an application which i do not want it to show my organization logo so i have changed the setting but i cannot find where to upload/select the logo i wish to use for my application. I have seen something online about using Deluge and writing

    • Get Workflow Metadata via API

      Is there a way to get metadata on workflows and/or custom functions via API? I would like to automatically pull this information. I couldn't find it in the documentations, but I'm curious if there is an undocumented endpoint that could do this. Moderation

    • Zoho Projects - Q2 Updates | 2025

      Hello Users, With this year's second quarter behind us, Zoho Projects is marching towards expanding its usability with a user-centered, more collaborative, customizable, and automated attribute. But before we chart out plans for what’s next, it’s worth

    • FSM setup

      So we have been tinkering with FSM to see if it is going to be for us. Now is the time to bite the bullet and link it to our zoho books and zoho crm. The help guides are good but it would really help if they were a bit more in depth on the intergrations.

    • Upcoming Updates to the Employees Module in Zoho Payroll (US)

      We've made a couple of updates to the Employees module in Zoho Payroll (latest version of the US edition). These changes will go live today. While creating an employee Currently, the Compensation Details section is part of the Basic Details step, where

    • Possible to Turn Off Automatic Notifications for Approvals?

      Hello, This is another question regarding the approval process. First a bit of background: Each of our accounts is assigned a rank based on potential sales. In Zoho, the account rank field is a drop-down with the 5 rank levels and is located on the account

    • ZOHO Creator subform link

      Dear Community Support, I am looking for some guidance on how to add a clickable link within a Zoho Creator subform. The goal is for this link to redirect users to another Creator form where they can edit the data related to the specific row they clicked

    • Allow Resource to Accept or Reject an Appointment

      I have heard that this can be done, is there any documentation on how?

    • Create new Account with contact

      Hi I can create a new Account and, as part of that process, add a primary contact (First name, last name) and Email. But THIS contact does NOT appear in Contacts. How can I make sure the Contact added when creating an Account is also listed as a Contact?

    • Custom Fonts in Zoho CRM Template Builder

      Hi, I am currently creating a new template for our quotes using the Zoho CRM template builder. However, I noticed that there is no option to add custom fonts to the template builder. It would greatly enhance the flexibility and branding capabilities if

    • Next Page