Stock Transfers

Transfer stock between stock sites or locations within a site.

Transfer Types

Inter-Site Transfers

Move stock between different stock sites:

Warehouse A → Warehouse B

Intra-Site Transfers

Move stock within the same site:

Receiving Area → Storage Zone
Storage Zone → Pick Location

Transfer Workflow

stateDiagram-v2
    [*] --> Draft
    Draft --> Confirmed: Confirm
    Confirmed --> InTransit: Ship
    InTransit --> Received: Receive
    Received --> [*]

    Draft --> Cancelled: Cancel
    Confirmed --> Cancelled: Cancel

Status Definitions

Creating Transfers

Step 1: Initiate Transfer

1. Go to ERP > Stock > Transfers
2. Click New Transfer
3. Select source and destination

Step 2: Add Items

1. Click Add Items
2. Select products to transfer
3. Enter quantities
4. Verify availability at source

Step 3: Review and Confirm

1. Review transfer details
2. Check quantities and locations
3. Click Confirm

Step 4: Ship Transfer

1. Pick items from source
2. Prepare for transport
3. Click Ship
4. Record shipping details

Step 5: Receive Transfer

1. At destination, open transfer
2. Verify received quantities
3. Note any discrepancies
4. Click Receive
5. Put away to locations

Transfer Details

Required Information

Optional Information

Handling Discrepancies

Short Receipt

Received less than shipped:

1. Enter actual quantity received
2. Note discrepancy
3. System records variance
4. Investigate missing items

Damaged Goods

Items damaged in transit:

1. Receive to QC location
2. Document damage
3. Adjust quantities
4. File claims if needed

Overage

Received more than shipped:

1. Enter actual quantity
2. Investigate source
3. Adjust records accordingly

Transfer Reports

Automated Transfers

Replenishment Transfers

Automatic transfers based on rules:

1. Set minimum level at destination
2. Set replenishment source
3. System creates transfer when low
4. Review and approve

Consolidation

Move stock to central location:

1. Define consolidation rules
2. System suggests transfers
3. Approve and execute

Best Practices

Planning

• Forecast transfer needs
• Batch transfers for efficiency
• Consider transit time

Execution

• Verify quantities before shipping
• Use proper packaging
• Document condition

Receiving

• Inspect immediately
• Report discrepancies promptly
• Complete put-away quickly

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