Inventory and transfers

A customer order reserves stock at one warehouse while another warehouse holds replenishment. Warehouse Manager reviews available quantity and releases a same-entity transfer. The source stock moves into owned transit at dispatch; receiving records the exact remainder at destination. The original order reservation remains bounded by the available position.

• Owned positions. Warehouse Manager reviews product, entity, warehouse, location and custody before promising stock to an order.
• Transfer custody. Stock leaves the source as owned transit; Warehouse Operator records the quantity actually received at the destination.
• Count differences. Blind counts use a locked scope and a reviewed variance before adjustment changes a position.

Agree product units, warehouse locations and the person who reviews transfer release. Decide how operators report damage or loss in transit so a short destination receipt remains visible. Set count tolerances and keep the counter separate from the adjustment reviewer. Rehearse a transfer between warehouses in the same entity.

Reserve part of an available position for a customer order, then transfer only the remaining eligible quantity. At dispatch, compare the source reduction with owned transit. At destination, record a short receipt and leave the difference unresolved until reviewed. Run a blind count at the source without treating transit as stock at both sites.

A transfer line should carry the product and source and destination locations through every handoff. If the destination finds damage, Warehouse Operator records what was actually received and leaves the balance in transit for review. Warehouse Manager can compare stock movements with the transfer line before deciding how to resolve the loss. For counts, the locked population matters as much as the observed number: a new position appearing during the count cannot silently escape review. Keep the counter’s observation and the approved adjustment as separate events so later stock inquiries still explain the change.

The same review applies when stock is reserved for a work order rather than a customer order. Check the claim against its specific inventory position and source demand. If a reservation is released, make the available balance change visible through its stock event instead of assuming the promise has disappeared.

• Available stock — Owned available positions by product, location and warehouse.
• Transfers in transit — Dispatched transfers with destination quantity still to receive.

Follow stock and transfer for custody changes. Compare the transfer line and stock events in the data model; use roles to test transfer and count authority.