Transfers

Transfers are the operational record for inventory movement. They are used for internal movements and for warehouse fulfillment linked to sales or buyback workflows.

Why transfers

• Separate warehouse execution from sales/order data entry
• Allocate by real inventory item and date code
• Keep inventory updates auditable and reversible

Transfer statuses

1. Requested
   • Request details can be edited
   • No inventory movement is applied yet
2. Allocating
   • Warehouse selects inventory items to fulfill requested quantities
   • Partial allocation is allowed
3. Completed
   • Fulfillment is finalized
   • Inventory movement is fully applied
4. Canceled
   • Transfer is retained for audit history
   • Inventory impact is removed and not re-applied

Common transfer types

• Internal: facility/location to facility/location
• Order Pickup / Order Delivery: outbound fulfillment linked to sales
• Distributor Buyback: inbound movement from external source

Requested vs allocated items

• Requested items describe what was asked for.
• Allocated items connect those requests to specific inventory item IDs/date codes.
• In completed mode, requested and fulfilled values are compared and highlighted if mismatched.

Editing and correction workflow

• Use Re-open allocation to make corrections after completion.
• Save progress in allocating mode for partial work.
• If a line request changes, allocation can be adjusted at line level.
• Canceling a transfer removes inventory impact while preserving the transfer record.

Shipping documentation

Shipping docs can include BOL PDF handling, photos, and signatures in a collapsible documentation section on the transfer record.

Best practices

• Complete request edits before final fulfillment when possible.
• Allocate specific inventory/date code intentionally for traceability.
• Use cancellation instead of hard deletion when the movement should not proceed.