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Transfers

Transfer (Transfer) is a document for moving goods between locations (for example, between warehouses, zones or bins).

In fact, a transfer is a kind of Shipment document (it is stored in the system as a shipment with the Transfer type). Therefore, the list and the card are located in the common shipments section.

How the system determines that a type is a transfer​

There is no separate “transfer document type” in the system — a transfer is a shipment that uses a shipment type with the Transfer flag enabled.

This is a flag on the Shipment type directory.

What it changes for a user:

  • the Location (to) field becomes available and required;
  • the system does not allow selecting the same Location (from) and Location (to);
  • actions intended for transfers (for example, “Create transfers”, “Mobile transfer”) are available/work only for types with this flag enabled.

Where to find it​

  • Document list: “Inventory” → “Operations” → “Shipments”.
  • Create a new document: Create button in the list.
  • Bulk creation: “Create transfers” action in the list actions.
  • Mobile UI: “Mobile transfer”.

Document fields​

  • Type — the shipment document type. For transfers, select a type marked as Transfer.
  • Planned date — document date/time.
  • Number — document number (may be filled automatically if numbering is configured for the selected type).
  • Location (from) — source.
  • Location (to) — destination.
  • Note — free text comment.

Lines​

Each line is a transferred item and its quantity.

Columns and fields depend on configuration, but the basic set is:

  • Item
  • UoM
  • Barcode (to simplify selection)
  • Planned quantity (quantity to transfer)

Statuses and completion​

Transfers use the same statuses and completion logic as the Shipment document.

Practical rule:

  • while the document is in Draft, you can freely edit it (header and lines);
  • after completion (the document becomes closed/read-only), editing is restricted.

For a detailed status description, see Shipments and transfers.

Checks and restrictions​

To create a correct transfer, the system checks:

  • Location (to) is required for the Transfer document type;
  • Location (from) and Location (to) cannot be the same.

If any condition is not met, the system shows a message and does not allow saving/completing the document.

Typical scenario​

  1. Open the Shipments list and create a new document.
  2. In the Type field select Transfer.
  3. Specify Location (from) and Location (to).
  4. On the Lines tab add items and specify quantity in each line.
  5. Complete the document (using the status change command available in your UI) — after that the transfer is considered executed.

Bulk creation​

A detailed instruction for the “Create transfers” action is available on a separate page: Bulk transfer creation.

Mobile transfer​

The Mobile transfer form is designed for quickly creating a transfer based on actual stock.

Typical flow:

  1. Open Mobile transfer.
  2. Select Type (if the system has more than one transfer type).
  3. Select Location (from).
  4. Select Location (to).
  5. In the item list, specify the quantity to transfer:
    • you can filter items by name/barcode/category (if such filters are available);
    • the list usually shows Stock and allows entering Quantity;
    • a command may be available to set quantity equal to stock.
  6. Click the transfer action and confirm the operation.

After confirmation, the system creates a transfer document and immediately marks it as done (in the “immediate document” mode).