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.
  

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