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Points to note

Import Warehouse Transfers

Create Warehouse Transfers quickly and in bulk using Import Warehouse Transfers.

Read the following topics to understand the correct process details and avoid common errors:

• Data Import Checklist
• Troubleshooting Import Errors
• Import Warehouse Transfers field definitions

Points to note

• The Import Warehouse Transfers template cannot create new product records, the product must exist in Unleashed before including it on a Warehouse Transfer. 
• The Import Warehouse Transfers template cannot create new Warehouses, the Warehouse must exist and not be obsolete for a Warehouse Transfer to be created.
• You can create multiple Warehouse Transfers in a single Import Warehouse Transfers template, provided each new Warehouse Transfer has a unique *Transfer Number.
• Warehouse Transfers created via the import will be created in Parked status and can only be completed or deleted in Unleashed.

Import Warehouse Transfers

To create one or more Warehouse Transfers using an import template:

1. From Unleashed's main menu, go to Inventory, Transactions and select Warehouse Transfers.
2. Clink on the Import button, in the top right corner of the Warehouse Transfers page. 
3. Select Download Warehouse Transfers Template File and a blank CSV template will be downloaded.
4. Enter each Warehouse Transfer's details, including the Source and Destination Warehouses, Product Codes and Transfer Quantity. For more details, see Import Warehouse Transfers field definitions.
5. Navigate back to the Import Warehouse Transfers page and upload the Import Warehouse Transfers template file. 

6. Monitor the import's progress through the task manager icon found in the top tight corner of your Unleashed page:

   • Orange circle: Import is in progress.

   • Green tick: Import has successfully uploaded.

   • Red cross: Import has finished but has failed.

7. Once the import's completed, an email will be sent to your user address to confirm it's import status. If the import fails, this email will detail any errors that caused the failure so that you can troubleshoot the issues and try the import again.
8. The warehouse transfers are imported in a Parked status. For more information about how to complete warehouse transfers, see Warehouse Transfers.