Transfer branch transfers to 3PL

When transferring goods between your third-party logistics provider (3PL) and another branch via a branch transfer, you must send your 3PL a request to fulfill or receive the transfer of goods. They then send your confirmation when the transfer is complete.

Your request is called a pick request (outbound) or receipt request (inbound) and the confirmation is called a pick confirmation or receipt confirmation. A pick request tells your 3PL what stock to pick and where to send it, and an receipt request tells your 3PL what stock they'll be receiving. The pick confirmation or receipt confirmation tells you what was picked or received, and marks the end of the workflow.

We strongly suggest contacting Cin7 Omni Support and setting up a scheduler. A scheduler will automatically export and import all your pick/receipt requests and confirmations.

1. Prerequisites (create pick/receipt request)

A branch transfer must meet these conditions to be transferred to a 3PL:

• Its Created Date is within the past 180 days.

• Its Transfer From (outbound) or Transfer To (inbound) Branch is a branch linked to the 3PL (find out how to link branches to 3PLs).

• Either:

  • Its has a Dispatched Date date and its 3PL Status is set to Transfer to 3PL Upon Transfer or Completion, or else

  • Its 3PL Status is set to Transfer to 3PL Now.

2. Transfer to 3PL (export pick/receipt request)

Once the branch transfer meets the prerequisites for transfer, its pick/receipt request will be automatically exported by your scheduler.

If you haven't set up a scheduler, you can export the pick/receipt request manually:

1. From the Integrations menu in the navigation, open your 3PL's integration dashboard.

2. On the Ready for Export tile, either:

   1. Select Export beside the request to export, or

   2. (Recommended) Select Export All, which exports all documents pending export.

Once a branch transfer has been transferred to your 3PL (that is, once its pick/receipt request has been exported), its 3PL Status will change to Transferred to 3PL for Picking.

If you receive an error, find out how to fix errors exporting pick/receipt requests.

3. Import pick/receipt confirmation

Eventually, once your 3PL has picked or received the stock, you'll receive the pick/receipt confirmation, which will be automatically imported by your scheduler.

If you haven't set up a scheduler, you can import the pick/receipt confirmation manually:

1. From the Integrations menu in the navigation, open your 3PL's integration dashboard.

2. On the Ready For Import tile, select Import All, which imports all documents pending import.

If you receive an error, find out how to fix errors importing pick/receipt confirmations.

Explanation of 3PL Status

The 3PL Status of a branch transfer is visible on the Admin screen of the transaction. It keeps you up to date by telling you where the transfer is within your fulfillment workflow.

Here's an explanation of each 3PL Status:

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