Request, send and receive transfers

A transfer order requests goods; a transfer records their physical journey. Stock leaves the source on send and reaches the destination only when received.

Complete a transfer

1. Create a Transfer Order with source, destination and item quantities.
2. Submit it for review, then approve or reject it with the relevant permission.
3. From an approved order, choose Create Transfer.
4. Review the goods leaving and choose Send Items.
5. At the destination, choose Receive Items and record accepted quantities.

Unreceived rejected goods create a pending return. The source must accept that return before its stock is credited again; declining requires a reason.

Before posting, check the location, item unit and document status. A saved draft and a posted movement have different effects. Review the resulting stock and inventory history after completion, and keep the reference when investigating a difference. Use a new corrective document when a posted record cannot be edited.

See warehouses and inventory history.