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

        • How to print a label from zoho creator app?

          Hello, I would like to print a label from zoho creator app record similar to attached one. Size 74mm x 102mm. I tried record template. It leaves plenty of space around the content and also I couldn't set the height of the page. So it is not printing properly. Could someone please direct me to right direction for this requirement?

        • Integration between "Zoho Sprints Stories" and "Zoho Projects Tasks/Subtasks"

          We have two separate teams in our organization using Zoho for project management: The Development team uses Zoho Sprints and follows Agile/Scrum methodology. The Infrastructure team uses Zoho Projects for traditional task-based project management. In

        • Where can we specify custom CSS in Zoho Forms custom theme ?

          I'm using a form with a dark theme. The OTP popup window is unreadable, because for some reason, the OTP popup background fixes color to white, but still takes the font color specified in the custom theme. This ends up as white on white for me, rendering

        • Team Gamification

          Would love to motivate, engage and encourage our team with our social media posts. Would like to include Gamification features of Social Media in Zoho Social or Marketing Automation. And also bring in Social Advocacy tools/tracking/management to these,

        • Sync Data from MA to CRM

          Currently, it's a one-way sync of data from the CRM to MA. I believe we should have the ability to select fields to sync from MA to the CRM. The lead score is a perfect example of this. In an ideal world we would be able to impact the lead score of a

        • Update CRM record action

          Currently, MA only offers a "Push Data" action to push data to a CRM module. This action is built to cover the need to both create a new record and update an existing record. Because it has been implemented this way all required fields on the CRM module

        • Pro Lite Upgrade - Quick Access Tray

          Hello, I was going to upgrade to Pro Lite but the Quick Access Tray feature isn't available for Windows. Of the four features not available for Windows, the QAT is what I'm most interested in. Are there plans to add this feature for Windows anytime soon?

        • Boost your CRM communication with new font types, sizes, and default reply-to options while composing emails

          Hello Everyone, We’re excited to introduce a series of impactful enhancements to the email composer settings in Zoho CRM. These updates enable you to personalize and optimize your customer interactions with greater efficiency. So what's new? Add custom

        • Feature Enhancement Request – Text Formatting Options in Item Description (Zoho Books/Quotes Module)

          Dear Zoho Development Team, Greetings from Radiant360 Integrated Technical Services LLC. We would like to bring to your attention a functional limitation we've encountered within the Item Table / Quote Description section of Zoho Books (and Zoho CRM Quotes).

        • 3 year sick leave cycle

          How do you set up a sick leave cycle for South Africa? In SA the sick works like this for the first 6 months you get 0.83 paid sick days a month, then after 6 months you sick leave balance is reset to 30 days that can be used over a 36 month cycle.  This

        • WorkDrive and CRM not in sync

          1/ There is a CRM file upload field with WorkDrive file set as the source: 2/ Then the file is renamed in WorkDrive (outside CRM): 3/ The File in CRM is not synced after the change in WorkDrive; the file name (reference) in CRM record is not updated (here

        • Is Zoho Communityspaces now part of Zoho One?

          Is Zoho Communityspaces now part of Zoho One?

        • Bigin’s 2025 Evolution: Highlights from 2025 and What’s Ahead in 2026

          Dear Biginners, Wishing you a very happy New Year! As we stand at the cusp of endless possibilities in 2026, we would like to take a moment to reflect on what we achieved together in 2025. Your continued support, thoughtful feedback, and kind words of

        • Send Supervisor Rule Emails Within Ticket Context in Zoho Desk

          Dear Zoho Desk Team, I hope this message finds you well. Currently, emails sent via Supervisor Rules in Zoho Desk are sent outside of the ticket context. As a result, if a client replies to such emails, their response creates a new ticket instead of appending

        • Zoho Desk - Change Time Zone for all users and set default for new user

          Hi,   Is there a way to set a default time zone so that when user creates an account via the Zoho Desk invitation, they don't need to select the time zone via the hundreds of choice?   And, for already created users, can we edit the incorrect time zone selected by the user at the account creation ?   Thanks ! Fred

        • Allow Manual Popup Canvas Size Control

          Hello Zoho PageSense Team, We hope you're doing well. We would like to request an enhancement to the PageSense popup editor regarding popup sizing. Current Limitation: Currently, the size (width and height) of a popup is strictly controlled by the selected

        • Why does Zoho’s diff viewer highlight parts of unchanged lines?

          Hi everyone, I’ve noticed something odd in the Zoho editor’s diff view. When I delete a single line, the diff doesn’t just mark that line as removed. Instead, it highlights parts of the next line as if they changed, even though they are identical. Example:

        • Automating Employee Birthday Notifications in Zoho Cliq

          Have you ever missed a birthday and felt like the office Grinch? Fear not, the Cliq Developer Platform has got your back! With Zoho Cliq's Schedulers, you can be the office party-cipant who never forgets a single cake, balloon, or awkward rendition of

        • Add deluge function to shorten URLs

          Zoho Social contains a nice feature to shorten URLs using zurl.co. It would be really helpful to have similar functionality in a Deluge call please, either as an inbuilt function or a standard integration. My Creator app sends an email with a personalised

        • form data load issue when saving as duplicate record is made

          Hello. I have a form with a lookup when a value is selected the data from the corresponding record is filled into all of the fields in the form. But the form is loaded in such a state that if any value is changed it will take all of the values pre loaded

        • Invoice template, how to change the text under "Notes" and "Terms and Conditions"

          In "Invoice templates", there are two text/info sections at the bottom:"Notes" and "Terms and Conditions". It is possible to change the names of these two headings, but how is it possible to change/alter the text under it. As a standard it says "Thank you for your business" under Notes - I need to change it into something different- How? Thank you.

        • Recurring Tasks and Reminders in Projects

          Recurring tasks are tasks that are created once, and then recreated automatically after a designated time period. For example, the invoice for your billable tasks is due every week. You can set that task to recreate itself every week. Also, the future

        • Unable to remove the “Automatically Assigned” territory from existing records

          Hello Zoho Community Team, We are currently using Territory Management in Zoho CRM and have encountered an issue with automatically assigned territories on Account records. Once any account is created the territory is assigned automatically, the Automatically

        • Improved Functionality PO Bill SO Invoice

          Hello, I need to enter over 100 items, it's frustrating to scroll a few item rows and wait for more to load, then scroll again. It would be nice to have buttons that scroll to the top or bottom with one click. Furthermore, these items I'm adding are VAT

        • Wishes for 2026

          Hello, and a happy new year 2026! Let's hope it's better for everyone. I'd like to share some thoughts on Zoho One and what could be useful in the short, medium, and long term. Some things are already there, but not applied to Zoho One. Others seem like

        • How to Integrate Zoho Books with Xero (No Native Connection Available)

          Hi everyone, I’m currently facing an issue with integrating Zoho Books invoices with Xero, as I’ve noticed Zoho does not provide a native integration with Xero at this time. I would like to ask: What are the common or recommended solutions for syncing

        • ZohoSalesIQ.Chat cannot send messages

          Chat cannot send messages. Our app implements the customer service chat window functionality by integrating the Mobilisten SDK. Recently, we encountered an issue: after successful SDK initialization and visitor registration, when the `startWithQuestion`

        • Markup instead of discount??

          Is it possible to have the discount field on an invoice or estimate be a markup instead? It's the very same functionality that I am looking for - to be able to markup an individual item by either a $ or a % and have that cost added (instead of subtracted) to the item cost.  Currently, I use the tax feature to accomplish this, but it's very awkward to have "Markup 15%" listed after the subtotal. Plus, if I want to markup items at different rates, I end up with several "markup" lines in the totals

        • Plan switch

          I thought I pressed the Free button, but after they set up the account, I see that I am on a Premium trial. Is this usual? How do I get onto the Free version?

        • 'Tax registration date'?

          The second question in setting up is 'Tax registration date'. My first question: which tax? My second question: why do you need the registration date?

        • What if we don't have an ABN?

          Australian business. Setting up. We have no ABN. It's not compulsory. Field not allowed to be blank. What to do?

        • Keeping track of project expenses

          I have talked to a few support techs and it is very hard for me to believe that Zoho's project accounting software can't keep accounts for my projects. I must not understand what they're saying. We get a contract to build something. So the project revenue

        • Linking Multi-UOM Barcodes to Products in Zoho Books

          Greetings, I'm using Zoho Books for retail shop and I'm running into a bit of a challenge with products that have multiple Units of Measurement (UOMs) and corresponding barcodes. For example, I sell cigarettes both as individual packets and in cartons

        • How to change "from" email address when invoicing.

          HELP! I'm new to Zoho Books and when I first set it up used a different email address than I currently want to use. I've tried to go to settings and change the default email address but when I generate an invoice it still shows the old email address (although I can't find it anywhere else). I really need to get this changed before I can use the program. Any help would be appreciated.

        • Critical Issue: Tickets Opened for Zoho Support via the Zoho Help Portal Were Not Processed

          Hi everyone, We want to bring to your attention a serious issue we’ve experienced with the Zoho support Help Portal. For more than a week, tickets submitted directly via the Help Portal were not being handled at all. At the same time no alert was posted

        • Hide/Show Subform Fields On User Input

          Hello, Are there any future updates in Hide/Show Subform Fields "On User Input"?

        • Cloning Item With Images Or The Option With Images

          Hello, when I clone an item, I expect the images to carry over to the cloned item, however this is not the case in Inventory. Please make it possible for the images to get cloned or at least can we get a pop up asking if we want to clone the images as

        • Custom validation in CRM schema

          Validation rules in CRM layouts work nicely, good docs by @Kiran Karthik P https://help.zoho.com/portal/en/kb/crm/customize-crm-account/validation-rules/articles/create-validation-rules I'd prefer validating data input 'closer to the schema'

        • Adding Default Module Image into mail merge field

          As with most people finding their way to these forums i have a specific requirement that doesn't seem to be supported by Zoho I have created 2 custom modules to suit my purpose 1 is an inventory type module that lists aluminium extrusions, and all relevant

        • Is it possible to roll up all Contact emails to the Account view?

          Is there a way to track all emails associated with an Account in one single view? Currently, email history is visible when opening an individual Contact record. However, since multiple Contacts are often associated with a single Account, it would be beneficial

        • Next Page