Within Skubana, sellers have the ability to create an inventory stock transfer between in-house and 3PL warehouses.
To begin, click into the Orders module and then click “+ New Order”. This will open a drop-down menu with all of your Manual Channels, in addition to two buttons for “Stock Transfer” and “FBA Workflow”.
Once you click on “Stock Transfer”, you will then have to select an “Eligible Source Warehouse” and an “Eligible Destination Warehouse”. By selecting “Source” and “Destination” warehouses, you’ll be telling Skubana where to take inventory FROM, and where to send it TO.
Once you’ve entered in that information and clicked “Continue”, a new window will appear titled “New Cross-Warehouse Stock Transfer Order”.
There are several fields in the top half of the window to be mindful of:
- Draw From: where stock will be sourced from
- Transfer To: the final destination of the stock
- Order #: an arbitrary number that you’ve assigned to track this order internally
- Internal Notes: internal notes to your team regarding this stock transfer, such as pick locations or other pertinent information
In the bottom half of the window, please take note of these fields:
- Add Item: this is where you’ll select products from your product catalog to include in the stock transfer order. Please note, if a product has any excluded warehouses that involve the warehouses that you’ve selected for this transfer, the product will not appear in this list.
- Paste from CSV: when clicked, a new window will appear, titled “Input Items From CSV File”. If you’d like to paste products from a CSV file, do so here in this format: Master SKU, Quantity
Once you select items to add to your transfer, they will appear in the bottom half of the window, with data for each of these column headers:
- Product: the product SKU and name
- Available: the total available product quantity for transfer from the Source Warehouse
- Quantity: the total product quantity you’d like to transfer. This is manually input by the seller and cannot exceed the total number of stock units listed in the Available column.
After you’ve selected the products and associated quantities, click “Save”.
The window will then disappear.
You can then go into the “Awaiting” status that corresponds to your “Source” warehouse to find the pending transfer order. For example, in the screenshots, the “Source” warehouse is an In-House warehouse, which means the order will be in the “Awaiting Shipment” sub-section of the Orders module.
At this stage, you can treat the stock transfer like any other manual order. It’s recommended that you set your shipping preferences and then add the stock transfer order to your shipping queue. If the shipment is an internal transfer (from the same warehouse to the same warehouse), you can mark the stock transfer as received, which means that no shipping label will be generated for it since none is needed.
Once added to the queue, you can then ship the order.
Assuming you had no errors with your shipment, the order will then move into the “Shipped” sub-menu. You can now view your stock transfer in the Inventory Module>Transfers tab, and mark it as Received when it reaches the Destination Warehouse. At that point, your Stock Transfer has been completed in Skubana.