Transfers - Physical Inventory Movement
Create OUT Request
Instructions on how to create an Inventory Out Request
This article will provide instructions on how to create an Inventory Out Request. To begin, the user will need to select a record from the dropdown attributes:
Select a Supplier
This is the Winery/Client Name
Destination Warehouse - location of the WineDirect Fulfillment Center where inventory is to be pulled from
Subinventory
Select the subinventory that the requested SKU is being pulled from.
Quantity
Once the designated subinventory has been selected, the quantity field will populate with the number of available units/bottles for transfer. The selected quantity cannot exceed the available quantity listed for any given SKU.
Add Notes
The user can leave additional information here that will be visible to the warehouse inventory team.
Examples of notes could be: reference numbers to other inventory submissions, communication to our warehouse delivery driver, etc.
The above steps can then be repeated until all requested SKUs have been added to the Inventory OUT
Submit the Order
When the order has been completed, the user can click Submit the Order
Start Over
Should the submission need to be canceled, this button will remove all information from the system and allow the user to begin again.
- Dallas
- Glenwillow
- Green Island
- Paso Robles
- Santa Maria
- Willamette Valley
- Normal: indicates our normal SLA of 48 business hours/2 (two) business days
- Rush: alerts the fulfillment team to prepare and stage the requested SKUs for client pickup immediately. Due to this being a stop-process on the floor, there is a $50.00 charge incurred for use of this priority.
- Bonded Inventory Out: “bonded” signifies that the wine is stored in a bonded warehouse and has not yet had excise taxes (like duty and VAT) paid on it.
- Long Term Inventory Out: this selection will pull allocated wine from the library storage, where it is located.
- Short-Term Inventory Out: this type of OUT should be used for general inventory residing in the Primary or other adjacent sub-inventories.
- Warehouse Transfer: this type of OUT should be selected for transferring inventory from one WineDirect warehouse to another for bi-coastal clients; formally known as an Inter-Center warehouse transfer. Click here to learn more about Inter-Center Warehouse Transfers
- WD Delivery to Client
- WD Shipment to Client
- WD transfer to Glenwillow FC*
- WD transfer to WDI FC*
- Carrier
- Client P.O.
- OUT Order Type
- DTT (Delivery to Terminal, for freight purposes)
- Wholesale
- Estimated Pickup Date
Add Products
Once Add Products is selected, a dropdown of available SKUs will populate, allowing the user to type or select the requested line item.
Subinventory
Select the subinventory that the requested SKU is being pulled from.
Quantity
Once the designated subinventory has been selected, the quantity field will populate with the number of available units/bottles for transfer. The selected quantity cannot exceed the available quantity listed for any given SKU.
Add Notes
The user can leave additional information here that will be visible to the warehouse inventory team.
Examples of notes could be: reference numbers to other inventory submissions, communication to our warehouse delivery driver, etc.
The above steps can then be repeated until all requested SKUs have been added to the Inventory OUT
Submit the Order
When the order has been completed, the user can click Submit the Order
Start Over
Should the submission need to be canceled, this button will remove all information from the system and allow the user to begin again.