Transferring Stock

A transfer order moves stock between two warehouses. The source and the destination must be different warehouses.

The move has two steps, and a transit bin holds the stock between them. That is deliberate. The stock has left the source warehouse and has not reached a shelf in the destination. That is where it really is.

1. DRAFT→Dispatch
2. IN_TRANSIT→Receive
3. COMPLETED

Before you start

• Your role needs Transfer Orders at manage level.
• The item must have stock in the source warehouse. For bulk and lot stock the dispatch page lists every bin that holds it, storage or not. Serial and RFID units come from storage bins only.
• The destination warehouse needs at least one storage bin.
• The item does not have to be enrolled at the destination. The receive enrolls it there, and the lot with it, using the same tracking type.

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Step 1: Create the transfer order

1. Open Transfer Orders in the sidebar and click Add Order
2. Enter the Order Number. You type this one yourself.
3. Select the Source Warehouse and the Destination Warehouse
4. Under Lines, add one line for each item:
   • select the Item
   • enter the Quantity
   • click Add line
5. Add notes if you need them
6. Click Create order

The order opens in DRAFT. You can delete a draft order. You cannot edit its lines, so check them before you dispatch.

Step 2: Dispatch from the source warehouse

Dispatch, Receive, and Delete also sit on the row menu of the Transfer Orders list, so you can run a transfer without opening it.

1. Open the order and click Dispatch
2. Select the Transit bin
3. For each line, choose where the stock comes from:

Tracking type	What the line asks for
BULK and LOT	A Take quantity for each source bin. The takes must add up to the line quantity.
SERIAL	The serial number of each unit you send
RFID	A scan of each unit. Click Scan tags, read the units, then click Stop.

4. Click Dispatch

The app moves the stock into the transit bin, writes a transfer_transit row for each line, and moves the order to IN_TRANSIT. The source warehouse no longer holds the stock.

Step 3: Receive at the destination

Someone at the destination warehouse finishes the move.

1. Open the order and click Receive
2. For each line, select the Destination bin, a storage bin in the destination warehouse
3. Click Receive

The app moves the stock out of the transit bin into the storage bin, writes a transfer_receive row, and moves the order to COMPLETED.

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Common uses

Replenishment. Move stock from a hub warehouse to the branch that sells it.

Rebalancing. Move slow stock to a warehouse with space, or fast stock to the warehouse that ships it.

Lot control. The dispatch page names the bin and the quantity, not the lot. When a bin holds two lots of the item, its rows read the same, so check the stock table on the warehouse item before you decide which row to take from.

Note

The app rejects a transfer whose source and destination warehouse are the same. There is no order type that moves stock between two bins inside one warehouse. Within a warehouse, stock reaches its storage bin at put-away time. See Receiving Stock.