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“Transfer Shipments” allow other locations to provide items to a fulfillment location that does not have those items in stock. When this happens, KIBO creates a “Child” shipment that is assigned to a “Transfer Location”. These items will be shipped to the original fulfillment location while the “Parent” shipment is put into a “Waiting for Transfer” state.Transfers can be used with either “Buy Online Pickup in Store” or “Ship To Home Consolidation” shipments. Pickup transfers provide items to a customer pickup location when it doesn’t have those items in stock, while Consolidation transfers combine all items at a centralized location to be shipped to the customer together instead of splitting the shipment. The steps for both types of transfers are identical, and originate from the “Parent” shipments’ “Validate Stock” step of the BPM. “Transfer Shipments” allow other locations to provide items to a fulfillment location that does not have those items in stock. When this happens, KIBO creates a “Child” shipment that is assigned to a “Transfer Location”. These items will be shipped to the original fulfillment location while the “Parent” shipment is put into a “Waiting for Transfer” state. Transfers can be used with either “Buy Online Pickup in Store” or “Ship To Home Consolidation” shipments. Pickup transfers provide items to a customer pickup location when it doesn’t have those items in stock, while Consolidation transfers combine all items at a centralized location to be shipped to the customer together instead of splitting the shipment. The steps for both types of transfers are identical, and originate from the “Parent” shipments’ “Validate Stock” step of the BPM. In this video, we’ll discuss “Transfer Shipments” using the default “Buy Online Pickup in Store” fulfillment flow. As mentioned, creating a “Transfer Shipment” for “Ship To Home” shipments is identical.In this example, the store fulfiller has already “Accepted the Shipment” and “Printed the Pick List”. In the “Validate Items In Stock” step, we realize we do not have the requested product in stock. In this video, we’ll discuss “Transfer Shipments” using the default “Buy Online Pickup in Store” fulfillment flow. As mentioned, creating a “Transfer Shipment” for “Ship To Home” shipments is identical. In this example, the store fulfiller has already “Accepted the Shipment” and “Printed the Pick List”. In the “Validate Items In Stock” step, we realize we do not have the requested product in stock. We’ll enter “0” for the “In Stock” value. If “Transfers” have been enabled in “Site Settings” for Pickup Orders, and “Locations” are enabled for “Transfers”, then the “Transfer Shipment” button will appear just below the “In Stock” column. Will enter zero for the in stock value. If transfers have been enabled in site settings for pickup, orders and locations are enabled for transfers then the transfer shipment button will appear just below the in-stock column. Clicking the “Transfer Shipment” button will open a modal window where we are required to select a “Reason” for the “Transfer”. Clicking the “Transfer Shipment” button will open a modal window where we are required to select a “Reason” for the “Transfer”. When a “Reason” has been selected, we’ll click “Confirm” to proceed. When a “Reason” has been selected, we’ll click “Confirm” to proceed. The “Parent” shipment now moves to a “Wait for Transfer” step in the workflow. The shipment will remain in the step until it receives the item from the transferring location. The “Parent” shipment now moves to a “Wait for Transfer” step in the workflow. The shipment will remain in the step until it receives the item from the transferring location. Clicking the “Review This Transfer” button will open the newly created “Child” shipments’ inbound Transfer Shipment Detail page. Clicking the “Review This Transfer” button will open the newly created “Child” shipments’ inbound Transfer Shipment Detail page. The Transfer Shipment Detail page allows users to view the progress of the incoming shipment.Important Note: depending on a users role and permissions, certain information may be displayed or hidden. The Transfer Shipment Detail page allows users to view the progress of the incoming shipment. Important Note: depending on a users role and permissions, certain information may be displayed or hidden. Back on the Fulfiller Dashboard, we see the new “Transfer” shipment. It has already gone through the Order Routing logic and has been assigned to a Transfer location for fulfillment. Back on the Fulfiller Dashboard, we see the new “Transfer” shipment. It has already gone through the Order Routing logic and has been assigned to a Transfer location for fulfillment. To begin fulfilling this shipment, we’ll click on the Shipment Number to open the Shipment Details page. To begin fulfilling this shipment, we’ll click on the Shipment Number to open the Shipment Details page. Unlike other shipment workflows, “Transfer” shipments start in the “Validate Items In Stock” step instead of the “Accept Shipment” step. We’ll confirm whether we have the product “In Stock” and enter the corresponding value into that column.If this location is also out-of-stock on this product, we’ll enter “0” into the “In Stock” column and initiate another “Transfer” that will send the “Child” shipment to another transfer location. That new location will send the product directly to the original requesting location.When we have verified the items as “In Stock” and entered that value, we’ll click “Proceed to Print Packing Slip”. Unlike other shipment workflows transfer shipments. Start in the validate items and stock step, instead of the except shipment step, we’ll confirm, whether we have the product in stock and enter the corresponding value into that column. If this location is also out of stock on this product will enter zero into the in-stock column and initiate. Another transfer that will send the child shipment to another transfer location. That new location will send the product directly to the original requesting location. When we have verified, the items is in stock and entered that value, we’ll click proceed to print packing slip. Here, we’ll print the required number of “Packing Slips” to include with the “Transfer” shipment, similar to the “Ship To Home” fulfillment workflow.When we have printed the desired number of “Packing Slips”, we’ll click “Proceed To Prepare For Shipment”. Alternatively, we could click “Return To Validate Items In Stock” to go back to the previous step. Here, we’ll print the required number of “Packing Slips” to include with the “Transfer” shipment, similar to the “Ship To Home” fulfillment workflow. When we have printed the desired number of “Packing Slips”, we’ll click “Proceed To Prepare For Shipment”. Alternatively, we could click “Return To Validate Items In Stock” to go back to the previous step. Again, similar to the “Ship To Home” fulfillment workflow, we’ll complete all required “Prepare for Shipment” fields, such as “Carrier”, “Package Dimensions” and “Weight”, and print the shipping label.When we have completed all fields and the package is ready to be shipped to the requesting location, we’ll click “Yes, Complete Shipment”. Again, similar to the “Ship To Home” fulfillment workflow, we’ll complete all required “Prepare for Shipment” fields, such as “Carrier”, “Package Dimensions” and “Weight”, and print the shipping label. When we have completed all fields and the package is ready to be shipped to the requesting location, we’ll click “Yes, Complete Shipment”. Back on the original “Parent” Shipment Details page, again we’ll click the “Review This Transfer” button to confirm the inbound Transfer shipment. Back on the original “Parent” Shipment Details page, again we’ll click the “Review This Transfer” button to confirm the inbound Transfer shipment. The “Receiving” location will inspect the incoming transfer shipment to verify that the “Transfer” location sent the correct product and that it is not damaged. If the product is correct and in the expected condition, we’ll confirm the receipt by clicking “Yes, Receive Incoming Items”. If it is incorrect or damaged, we could reject it here and trigger a new transfer or cancellation. The “Receiving” location will inspect the incoming transfer shipment to verify that the “Transfer” location sent the correct product and that it is not damaged. If the product is correct and in the expected condition, we’ll confirm the receipt by clicking “Yes, Receive Incoming Items”. If it is incorrect or damaged, we could reject it here and trigger a new transfer or cancellation. Once confirmed, the Transfer shipment moves to the “Fulfilled” status, and the original Pickup order can continue fulfillment. Once confirmed, the Transfer shipment moves to the “Fulfilled” status, and the original Pickup order can continue fulfillment. When the “Transfer” shipment is accepted, the system automatically updates the “Parent” shipment status to “Ready for Pickup” and notifies the shopper that their Order is ready. We can then complete the Pickup Order similar to the Pickup Fulfillment workflow. When the “Transfer” shipment is accepted, the system automatically updates the “Parent” shipment status to “Ready for Pickup” and notifies the shopper that their Order is ready. We can then complete the Pickup Order similar to the Pickup Fulfillment workflow. When the shopper picks up the Order, the Pickup Shipment is complete. When the shopper picks up the Order, the Pickup Shipment is complete.

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