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

    • Queries filtered by current page/record

      I have been trying to use the new queries feature, and I can filter the query, but I'm coming unstuck because I don't understand how to make the query dynamically include the filter of the current record. ie if I'm on a deal, to filter all the records

    • Article Numbers for KB articles

      Hello, I was wondering if it's possible to turn on article numbers/ part numbering for KB articles. If this is not already a feature, we'd like to request it. Frequently a solution will require multiple articles so tracking which articles are referenced

    • Zoho CRM API Credits & Limits for Workflow

      Hi Team, Just wanted to clarify how the API credits work for Zoho CRM and workflows with custom functions. API Credits are based on your subscription and are set at the account level. You can buy additional credits if needed. For Enterprise customers,

    • How to easy change layout in existing records in Deals?

      Hello, So far i have used only 1 layout in Deals. I have about 1000 records. Now i want to make new layout. So i have 2 layouts: Layout Old (1000 records) Layout New (0 records) How to easy change layout from Layout Old into Layout New for existing records?

    • Change Last Name to not required in Leads

      I would like to upload 500 target companies as leads but I don't yet have contact people for them. Can you enable the option for me to turn this requirement off to need a Second Name? Moderation update (10-Jun-23): As we explore potential solutions for

    • "Copy Field Values from one Module to another" how to use?

      Hi everyone! I'm sorry if this question was already asked, I didn't find it! So let me explain:  In my Tickets module, we have the custome field "customer type" where we indicate if it's a lead, user, etc... In the Contact module I used the "type" field with exactely the same entries. I would like when in the tickets module an operator choose an option that it automatically update it in the contact module. I found the "Copy Field Values from one Module to another" custom function which seems perfect

    • New Leave Type: Compensatory off

      Hi, there is a new Leave Type: Compensatory off. Can someone tell me how to use it, because it sounds it could work for overtime compensation for our techs. Thanks Andreas

    • Introducing bot filtering for accurate analytics

      Dear Zoho Campaigns Users, We're happy to introduce bot filtering to enhance the accuracy of your email campaign analytics. This new feature is designed to help you filter out bot-generated opens and clicks, which will ensure your campaign reports reflect

    • Create custom rollup summary fields in Zoho CRM

      Hello everyone, In Zoho CRM, rollup summary fields have been essential tools for summarizing data across related records and enabling users to gain quick insights without having to jump across modules. Previously, only predefined summary functions were

    • How can I create individual records from a subform

      Hi, I am collecting subform data into a Lead record and I need to create individual records for each row associated to the account when it is converted. How can I do this?

    • Introducing Zia LLM: Zoho’s in-house Generative AI solution for CRM's AI capabilities

      Hello everyone, We're excited to announce the launch of our in-house Large Language Model (LLM) by Zia to power our AI offerings. What is LLM? LLM stands for Large Language Model, a powerful AI technology that processes and generates human-like text based

    • How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

      How do I fix this? Unable to send message; Reason:554 5.1.8 Email Outgoing Blocked.

    • Zoho Desk Validation Rule Using Custom Function

      Hi all, I tried to find the way to validate fields using custom function just like in Zoho CRM but to no avail. Is there a way to do this?

    • Archive Option in Conversation View

      Hello, I have a suggestion\request to add an "Archive Thread" button in conversation view of Zoho Mail. The best suggestion I have is to put an "Archive Thread" button next to the "Label Entire Thread" button in conversation view. Most users don't just

    • Possible to backdate Stage shifts in Deals module?

      I want to enter my organisation's historical dealflow data into the CRM and it's important that the Stage history is showing the correct dates in the past of when it happened. Is there a way for me to modify the "Modified Time" in the Stage History Related

    • Layout Prompt when creating an oportunity

      Hi There, Is there a way to create a pop-up prompt when I create a new Deal giving me the option of what layout to use based on a certain requirement? So, if the prompt had two options 1. is a new business Deal 2. is a renewal Deal Thanks in advance

    • Elevating Email Security on Zoho Desk: DKIM Now Mandatory

      Hello Zoho Desk Users! It has been a wonderful journey with you on Zoho Desk. As we welcome 2025, we are strengthening our efforts to ensure a secure and seamless experience for you. To enhance email security, DKIM configuration will be mandatory for

    • How to upload mass inventory quantity adjustment with batch number?

      I wanted to clean-up our inventory list; however, I have trouble performing the task as I don't know how to mass upload inventory adjustment with batch numbers. I don't want to do it manually as there are if not thousands at hundreds of inventory tr

    • Product sale report with margins

      we unable to get the data as per product sale report with margins so we need help in this

    • Amazon.in FBA multiple warehouse integration with Zoho Inventory

      My organisation subscribed to Zoho One looking at the opportunity to integrate Amazon.in with Inventory. But during the configuration, we understood the integration has severe limitations when it involves multiple warehouses in the same Organisation.

    • CLIENT PORTAL (If clients can place orders directly on the portal)

      Zoho client portal is excellent. Everything is there except one thing. Client should be able to place orders directly on the portal. This would enhance the portal and end users will be extremely happy. This suggestion infact came from one of our client.

    • Is there provision to charge the attendees to join the webinar?

      We want to host some webinar of public interest and want to charge them to participate in this. Does this feature in-build in the application? Offcourse, we will be having Razor pay account activated for these purpose.

    • Zoho Vault App for Windows

      Hello, is there a Windows app that can be used to access the passwords saved in Zoho Vault? Thank you

    • Emails take up to 14 hours to arrive and often never arrive at all.

      I've been on hold on your support phone for two hours. I spent an hour waiting to talk to somebody somebody finally picked up. They asked me to give them my ID number and when I found it, they were gone they didn't hang up. They just walked away from

    • Emails take up to 14 hours to arrive and often never arrive at all.

      I've been on hold on your support phone for two hours. I spent an hour waiting to talk to somebody somebody finally picked up. They asked me to give them my ID number and when I found it, they were gone they didn't hang up. They just walked away from

    • Print PO receipt

      Hi I would like to print the PO receipt. There does not seem to be any way to do this. I track batch numbers and printing the PO does not show this. Only the receipt would show the details of the receipt. Currently I print the screen which does not have

    • "We’ve fine-tuned Zoho Inventory..."

      Every day I have this message at the top of my screen. I hit refresh everyday and then the next I see it again. What is being "fine-tuned" on a daily basis?

    • Checklist/ save to onedrive/ a group of items invoicing in Zoho FSM

      hi, is there a way to add a specific checklist to any WO without passing eachtime by the model customization? can we save file such picture directly in our sharepoint ak onedrive? is there any way to add a group of item pre defined to make invoicing easier

    • How can the direct link to a ticket be created from ticket #?

      Our agents will be using ZDesk but we will have to create direct link to tickets in another ERP by providing the Desk Ticket # Is there a way to create the direkt links from the ticket # alone? Do we have to use the API to get the direct links?

    • Allow standard layout to be used/edited as a starting point for canvas

      Hello, I would really love to improve the look of our CRM interface using Canvas but we have spent so much time customising the screens already (in standard view) that the thought of starting from scratch and building everything again, field by field,

    • How to link to/displaya png stored in workdrive in a Creator HTML snippet?

      How to link to/display png stored in workdrive in a Creator HTML snippet? I've tried it as a plain external link and as an iframe. The iframe works but is kinda slow...and I'd prefer to be able to do finer-grained positioning but referencing the png as

    • Has anyone built a ticket export that allows Help Center users to export the tickets shown in the My Area list they are looking at?

      Hi, We are moving to Zoho Desk soon. Our current support system displays an option in our help center allowing customers to export their Open, Closed, or all tickets based on which list they are looking at. We need to offer the same in Zoho Desk help

    • Contemplating moving my site from WordPress to Zoho Sites

      Hi Everyone, We currently find ourselves in a situation where we ant to review and update our current sites content. We are small business owners, not developers. We currently use a wide range of Zoho products. We sometimes think about the possibility of either moving or just starting from scratch on Zoho Sites. I would like to know if anyone has done this and of course the things that need to be considered. We have spent quite a bit of time getting our current site positioned organically and I guess

    • Set another Layout as Standard

      We created a few layouts and we want to set another one to standard:

    • Using AVG in SQL Query

      My current SQL Query is: SELECT "Client Info", avg("Revenue") FROM "Funded Deals" GROUP BY "Client Info" The current table that this is creating: Client Info avg(Revenue) Previous 4175 1st - New 3411 1st - Old 3013 Renew 3069 While this works as I had

    • Unified customer portal login

      As I'm a Zoho One subscriber I can provide my customers with portal access to many of the Zoho apps. However, the customer must have a separate login for each app, which may be difficult for them to manage and frustrating as all they understand is that

    • Tracking Implementations

      We create Opportunities (Renamed Deals) with associated Quotes (renamed Products and Services). When we close the deal, we want to be able to track the implementation of each product separately. For instance, the client may have ordered Item A, Item B

    • Values in multi pick list are not copied to copied deal

      Hi, After a deal is completed in our sales funnel we copy the deal to an automatically created new deal in our project funnel. All fields are copied properly, but only a Multi Pick List is not copied. How can we copy the selected values in this field

    • Is this link the transparent pixel used to track opens?

      Could someone please help me identify this highlighted link? It is automatically created by Zoho and a lot of contacts receiving campaigns will click on this link. I don't believe that it is the "update your preferences link" because on the Link Clicks

    • Zoho desk desktop application

      does zoho desk has a destop applicaion?

    • Next Page