Inventory Transfers

Learn how to create and manage systematic inventory movements between locations with full traceability and control.

Overview​

The Transfers feature provides a structured system for moving inventory between locations while maintaining complete traceability. This process ensures:

• Accurate tracking of all inventory movements
• Clear status progression from creation to completion
• Full audit trail of all transfer activities
• Proper inventory control across locations

Key Features​

• Transfer Orders: Group related inventory movements together
• Status Tracking: Monitor progress through each stage
• Partial Transfers: Support for partial picking and placing
• Event Recording: Capture all actions with timestamps
• Batch Processing: Handle multiple items in one transfer

Transfer Status Flow​

Transfer Order Status​

• Pending: Initial state, ready for processing
• In-Progress: Items being picked or placed
• Completed: All items successfully transferred
• Cancelled: Transfer will not proceed

Transfer Item Status​

1. Pending: Item ready for transfer
2. Picking: Being collected from source
3. Picked: Collected and ready to move
4. Placing: Being delivered to destination
5. Placed: Delivered to new location
6. Completed: Transfer verified and finalized
7. Cancelled: Item will not be transferred

Creating a Transfer​

1. Access transfers:

   • Click "Inventory" on the landing page
   
   • Select "Transfers" from sidebar
   

2. Start new transfer:

   • Click "+ New Transfer"
   

3. Enter transfer details:

   

   Required Fields​

   Field	Description
   From Location	Source location where inventory will be picked from
   To Location	Destination location that must be capable of storing inventory
   Material	Specific inventory item to be transferred
   Quantity	Amount to transfer - must be available at source location
   Unit	Unit of measure for the quantity

   Optional Fields​

   Field	Description
   Notes	Additional context or instructions for the transfer
   Reference	Link to related documents or orders
   Batch/Serial	Specific batch or serial numbers to transfer
   Priority	Urgency level for processing

4. Complete the transfer:

   • Click "+ Add" for more items
   
   • Click "Continue" to proceed
   
   • Review and click "Save Transfer"
   

The transfer will be created and appear in your transfers list with its current status:

Best Practices​

Creating Transfer Orders​

• Group related items in a single transfer order
• Provide clear context in the notes field
• Verify source inventory availability
• Check destination location capacity
• Include relevant reference information

Executing Transfers​

• Process items in batches when possible
• Record picks and placements in real-time
• Physically verify quantities at each step
• Complete transfers promptly after placing
• Document any discrepancies immediately

Common Transfer Scenarios​

Regular Stock Movement​

• Moving inventory between storage locations
• Transferring from receiving to primary storage
• Repositioning for better access

Fulfillment Preparation​

• Moving stock to picking/packing areas
• Transferring to shipping stations
• Relocating high-demand items

Quality Control​

• Moving items for inspection
• Transferring approved items
• Relocating rejected items

Inventory Optimization​

• Balancing levels across locations
• Consolidating low-quantity items
• Redistributing based on demand