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# Effectuer un transfert

# Effectuer un transfert



#### Envoyer un transfert


1\. Aller au menu "Client".

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/94835b66-1184-484a-9b26-1312efd35a44/ascreenshot.jpeg?tl_px=0,0&br_px=859,480&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=42,130)


2\. Si le destinataire fait partie de votre groupe, cliquer sur le filtre "Intragroupe" Sinon sauter cette étape.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-08-01/f6950682-6687-4aa4-8f0a-690abf549db2/user_cropped_screenshot.jpeg?tl_px=118,0&br_px=977,480&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,114)


3\. Rechercher et selectionner le contact a qui vous souhaitez envoyer le transfert.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/ec009895-0e47-42c3-aa38-3e62d419625b/ascreenshot.jpeg?tl_px=0,75&br_px=859,556&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=353,212)


4\. Créer un nouveau panier en fonction de la nature du transfert : Véhicules avec éventuellement des accessoires où des pièces et accessoires sans véhicule.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/59a7c0ab-11bc-4339-abaf-09dd028500ed/ascreenshot.jpeg?tl_px=1060,31&br_px=1920,512&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=794,212)


5\. Renommer votre panier pour faciliter les futures recherches.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/bf9cd274-16c1-4919-a407-1288a1bae1c7/ascreenshot.jpeg?tl_px=508,0&br_px=1368,480&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,82)


6\. Scanner vos produits ou faites une recherche pour les ajouter.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/2bf61471-1f50-4dcc-8a45-5c4c28bb6656/ascreenshot.jpeg?tl_px=0,110&br_px=859,591&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=209,212)


Alert: Seul les produits ayant un stock positif peuvent être transférés.


7\. Activer le filtre de stock pour limiter les résultats de la recherche à ce qui peut être transféré.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/7f9f60c7-8c1b-4700-bbf2-62337d273bfa/user_cropped_screenshot.jpeg?tl_px=785,12&br_px=1645,493&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)


8\. Cliquer su " +1" au bout de la ligne du ou des articles souhaités.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/e94806df-b990-49c7-9839-6d7d3ba1575a/ascreenshot.jpeg?tl_px=1060,309&br_px=1920,790&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=507,212)


9\. Revener au panier en cliquant dessus dans le menu contextuel.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/45f2e917-ee02-4dfb-9929-dcf1c338dad8/ascreenshot.jpeg?tl_px=212,0&br_px=1072,480&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,93)


10\. Une fois tous les articles mis dans le panier, cliquer sur " Éditer "

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/d5847964-7305-4273-989a-089f371997b2/ascreenshot.jpeg?tl_px=1060,0&br_px=1920,480&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=633,132)


Tip: Dès lors deux solutions s'offrent à vous : 

* Vous transférez de la marchandise à un magasin de la même société : Vous devez éditer un bon de livraison.
* Vous transférez de la marchandise à un magasin à une autre société : Vous devez éditer une facture.


11\. Cliquer "Un bon de livraison" ou "Les factures" en fonction du destinataire.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/08c46480-1caa-4ebc-9708-0de75ebcfd57/ascreenshot.jpeg?tl_px=1060,37&br_px=1920,518&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=669,212)


12\. Valider l'écran d'édition du document en cliquant sur  "Ok".

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/8a3c41fe-ba2f-4b1b-b160-06350b162127/user_cropped_screenshot.jpeg?tl_px=729,167&br_px=1589,648&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)


13\. Dans l'écran e gestion de stock, vérifiet que "Livrer via un transfert" est actif et cliquer sur "Configurer".

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/9c437c96-beed-484d-b77f-b46d785e89bf/user_cropped_screenshot.jpeg?tl_px=1060,29&br_px=1920,510&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=767,212)


14\. Cliquer sur "Entrepôt".

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/ae279e87-b84b-4126-b2ff-c082419137fb/ascreenshot.jpeg?tl_px=595,50&br_px=1455,531&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)


15\. Définisser l'entrpôt de destination souhaité chez le destinataire.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-08-01/a3a6b233-b19a-4a2d-b719-f2e0ba960767/user_cropped_screenshot.jpeg?tl_px=602,96&br_px=1462,577&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)


Tip: Vous pouvez définir dans la fiche contact un entrepôt et un transporteur par défaut que vous pouvez changer au besoin dans la fenêtre précédente au besoin a tout moment de façon ponctuel.

Ainsi vous ne serez pas obligé d'ouvrir cet écran sauf pour y mettre une description.


16\. Rajouter une description pour faciliter les recherches à venir dans la liste des transferts (pensez à y mettre le VIN par exemple).

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-08-01/942cf195-976d-4862-901b-cc01f91f212f/user_cropped_screenshot.jpeg?tl_px=12,230&br_px=872,711&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)


17\. Vous pouvez indiquer qui va effectuer le transport du transfert.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/c306689f-f1f2-4021-a581-2473a8bd7399/ascreenshot.jpeg?tl_px=193,172&br_px=1053,653&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)


18\. Valider la fenêtre en cliquant sur "Ok".

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/9fd7efa0-6738-4715-901e-d6724f33628b/ascreenshot.jpeg?tl_px=1059,290&br_px=1919,771&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)


19\. Cliquer sur "Destocker" sur chacune des lignes qui vont être transférées.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/f26ac835-0fc1-4e84-bab2-b147ec3816de/ascreenshot.jpeg?tl_px=1060,0&br_px=1920,480&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=545,198)


20\. Cliquer sur "Livrer et envoyer le transfert"

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/0d0b130a-46e0-4f17-aa18-1b668f808d99/ascreenshot.jpeg?tl_px=1060,122&br_px=1920,603&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=754,212)


21\. Cliquer sur "Éditer un bon de livraison" ou "Éditer la facture".

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/99a81670-ccca-4e08-9fc3-f8ca6acd8bae/ascreenshot.jpeg?tl_px=1060,0&br_px=1920,480&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=736,146)


22\. A la fin du script, cliquer sur "Fermer".

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/8d4824f4-a863-4126-846c-bd40372c6954/ascreenshot.jpeg?tl_px=736,0&br_px=1596,480&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,167)


Tip: Votre transfert est informatiquement envoyé.


#### Consulter l'état du transfert depuis le panier d'émission


23\. En cas de transfert, un icône avec un camion s'affiche avec un lien vers le transfert

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2025-09-22/6aefe3c9-0b76-4ff1-a4bf-c944e8a02435/screenshot.webp?tl_px=0,0&br_px=2742,626&force_format=jpeg&q=100&width=1120.0)


#### Consulter la liste des transferts


24\. Cliquer sur le menu "Stock".

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/cbaf17d4-655e-48a0-933a-a15c17d17851/ascreenshot.jpeg?tl_px=0,48&br_px=859,529&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=28,212)


25\. Aller à l'onglet " Transferts".

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/c25dca9b-b6b7-484f-9193-0d642d0c7277/ascreenshot.jpeg?tl_px=106,0&br_px=966,480&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,138)


26\. Ouvrer le transfert souhaité en cliquant sur la touche ">".

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/438a4370-063e-418d-a67a-5d4dc68f49ee/ascreenshot.jpeg?tl_px=1060,73&br_px=1920,554&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=748,212)


27\. Au besoin , cliquer sur " Éditer" pour modifier des informations.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/bf6609ff-447a-4730-ac23-70cb9d90ebab/ascreenshot.jpeg?tl_px=1060,0&br_px=1920,480&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=427,167)


28\. Par exemple la description.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/7e59f084-51d0-442b-a8de-e0fdc7ca53f5/ascreenshot.jpeg?tl_px=0,91&br_px=859,572&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=191,212)


29\. Ou le transporteur.

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/65e7ec18-2089-490d-87fc-dc1150178159/ascreenshot.jpeg?tl_px=62,34&br_px=922,515&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,212)


30\. Cliquer ensuite sur " Quitter l'édition".

![](https://ajeuwbhvhr.cloudimg.io/https://colony-recorder.s3.amazonaws.com/files/2024-06-16/ebf060f3-4427-472b-b04a-b7782ae78f5c/ascreenshot.jpeg?tl_px=1045,0&br_px=1905,480&force_format=jpeg&q=100&width=860&wat_scale=76&wat=1&wat_opacity=0.7&wat_gravity=northwest&wat_url=https://colony-recorder.s3.us-west-1.amazonaws.com/images/watermarks/FB923C_standard.png&wat_pad=402,170)