Create a Partner Inventory Transfer Slip (Goods Dispatch / Goods Return)

• Overview
• Purpose
• Feature Description
• Instructions
• Important Notes

Overview

Describes how to create Lending Slips and Return Slips within the Partner Inventory feature.

You can manage the allocation of inventory to buyers and the release of allocated inventory based on these slips.

Purpose

With Partner Inventory Transfer Slips, you can record inventory allocation and release to buyers on a per-slip basis, allowing for centralized information management.

Operation based on slips helps in standardizing tasks and preventing reliance on specific individuals.

Feature Description

What are Partner Inventory Transfer Slips?

Partner Inventory Transfer Slips is a feature for creating Goods Dispatch Slips to allocate inventory to buyers and Goods Return Slips to release allocated inventory within the Partner Inventory feature.

This feature is only available in brand environments where the Partner Inventory feature is enabled.

Data Source Types

When creating a slip, the data source is specified from the following two options:

• Product Inventory: Creates a slip by referring to current product inventory data.
• Undelivered SKU: Creates a slip by referring to Backlog SKU data.

Operation Types for Product Inventory Data Source

When using Product Inventory as the data source, there are two types of slip operations:

• Goods Dispatch Slips: Reserves inventory from a specified source location and inventory label, and allocates it to a buyer.
• Goods Return Slips: Releases inventory allocated to a buyer and moves it to a specified destination location and inventory label.

Operation Types for Undelivered SKU Data Source

When using Undelivered SKU as the data source, the slip operation type is automatically set to Goods Dispatch Slips.

In the Undelivered SKU data source, you can choose whether to enable or disable inventory operations.

Basic Information for Partner Inventory Transfer Slips

The following items are set as basic information for Partner Inventory Transfer Slips:

• Code
• Document Date
• Note
• Maker Address
• Buyer Delivery Address

Statuses of Partner Inventory Transfer Slips

Partner Inventory Transfer Slips have the following two statuses:

Status	Description
Editable	Inventory allocation or movement is incomplete, and the status is editable. If inventory operations occur, only reservation has been performed.
Completed	Inventory allocation or movement is complete, and the status is non-editable.

Instructions

Navigating to the Create Partner Inventory Transfer Slip Screen

1. Click the Inventories menu.
2. Click the Partner Inventory tab.
3. Click Create Partner Inventory Transfer Slip.
   You will be redirected to the "New Partner Inventory Transfer Slip" page.

How to Fill Out the Form

Input Items Common to All Data Sources

1. Search Buyers
   You can search for buyers using any criteria.

2. Select Buyer
   Click the Select button for the target buyer to choose them.

3. Code
   Enter the code for the Partner Inventory Transfer Slip.

   • This is treated as the slip number.
   • An automatically generated code is set as the initial value.
   • You can change it by manual entry as needed.

4. Document Date
   Specify whether to set a slip date or not using the toggle button.

   • Enable Set the document date: Sets the slip date. Enter the year, month, and day. The date can be specified using the calendar icon.
   • Disable Set the document date: Does not set a slip date.

5. Note
   Enter the text to be included in the PDF.

6. Maker Address
   Specify whether to set a manufacturer address or not using the toggle button.

   • Enable Set maker address: Sets a manufacturer address for the Partner Inventory Transfer Slip. Also, enter the manufacturer's address.
   • Disable Set maker address: Does not set a manufacturer address for the Partner Inventory Transfer Slip.

   If Set maker address is enabled, select one of the following items from the dropdown to specify the manufacturer address:

   • Input new address: Manually enter various address information for the manufacturer address.
   • Select manufacturer address: Select a previously registered manufacturer address. Modify address information as needed.

7. Buyer Delivery Address
   Specify whether to set a buyer delivery address or not using the toggle button.

   • Enable Set buyer delivery address: Displays the buyer delivery address on the Partner Inventory Transfer Slip. The address input field becomes editable.
   • Disable Set buyer delivery address: Does not display the buyer delivery address on the Partner Inventory Transfer Slip.

   If Set buyer delivery address is enabled, select one of the following items from the dropdown to specify the buyer delivery address:

   • Input new address: Manually enter various address information for the buyer delivery address.
   • Select buyer delivery address: Select a previously registered buyer delivery address. Modify address information as needed.

Creating a Partner Inventory Transfer Slip from the Product Inventory Data Source

1. Data Source
   Select Product Inventory Item from the dropdown.

2. Operation Type
   Select Goods Dispatch Slip or Goods Return Slip from the dropdown.

3. Source Location and Labels or Destination Location and Labels

   • If Goods Dispatch Slip is selected in Operation Type: The location and inventory label as the source of inventory become selectable.
   • If Goods Return Slip is selected in Operation Type: The location and inventory label as the destination of inventory become selectable.

   Each can be selected in the following format:

   • Location can be selected from the dropdown.
   • For Label, check the checkbox. Multiple selections can be made.

4. Retrieve Product Inventory Data with Above Settings
   After confirming the input details, click Retrieve Product Inventory Data with Above Settings.

   A list of inventory data will be displayed in the items following Set Quantity, allowing you to enter the Partner Inventory quantity.

   If you wish to change the source/destination location and label settings, click Modify the Above Settings, make corrections, and then retrieve the inventory data again.

5. Enter the quantity of inventory to Dispatch or Return.

   • If Goods Dispatch Slip is selected in Operation Type: Enter the quantity to lend from the source inventory.
   • If Goods Return Slip is selected in Operation Type: Enter the quantity to return to the destination inventory. The source for return slips is the inventory currently allocated to the buyer.

   As needed, click the following buttons for bulk entry:

   • + Icon: Enters the full quantity of the source inventory items.
   • Trash Icon: Clears the entered quantity to 0.

Creating a Partner Inventory Transfer Slip from the Backlog SKU Data Source

With the Backlog SKU data source, only Goods Dispatch Slip can be created.

1. Data Source
   Select Undelivered SKU from the dropdown.

2. Use Inventory
   Specify whether to reserve product inventory or not using the toggle button.

   • Enable: Reserves product inventory. Also, set the Source Location and Labels.
   • Disable: Does not reserve product inventory.

3. Source Location and Labels
   Set this if Use Inventory is set to enable.

   Select the Location and Label to serve as the source (reservation source) from each dropdown.

4. Select Undelivered SKU
   Check the checkbox for the target unshipped SKU to display the quantity input field.
   Select the quantity to lend from the dropdown.

   • From the list of unshipped SKUs, check the checkbox for the unshipped SKU to be set.
   • Multiple unshipped SKUs can be selected.
   • You can narrow down unshipped SKUs by entering conditions in Filter SKUs.
   • To select all unshipped SKUs matching the search criteria, click Select All.
   • To uncheck all, click Unselect All.

Creating Partner Inventory Transfer Slips

After confirming the input details, click Save or Save as Completed.

• Save: Creates the Partner Inventory Transfer Slip with an Editable status. Inventory allocation or movement is completed by performing a completion operation later.
• Save as Completed: Creates the Partner Inventory Transfer Slip in a Completed status. Inventory allocation or movement is completed simultaneously with the slip creation.

warning

When choosing Save as Completed, the Partner Inventory Transfer Slip cannot be edited afterward.

Important Notes

When Disabling Inventory Operations in Undelivered SKU Data Source

When the Undelivered SKU data source is selected, inventory operations can be disabled.

Slips can be created by reserving only Backlog SKUs, without considering reserved inventory.

However, because the system automatically registers additional inventory data before allocating Partner Inventory, the total inventory count in the brand environment will genuinely increase.

If you are using DEXTRE as your core inventory management system, please be careful as this will cause discrepancies in inventory counts.