Stock and transfer

Step by step

1. Check availability Warehouse Manager

   Warehouse Manager compares owned quantity, reserved quantity and custody state at the source warehouse. A position held or picked for other work is not freely available.

   • Identify eligible owned stock
   • Updates Inventory, Reservations

2. Approve transfer Warehouse Manager

   Warehouse Manager reviews a same-entity transfer request and its current source and destination warehouses. An independent decision approves the requested scope.

   • Approve source and destination scope
   • Updates Stock transfers, Approval decisions
   ApprovalA person approves before the work moves on.

3. Dispatch source Warehouse Operator

   Warehouse Operator records the quantity physically leaving the source. The stock remains owned in transit and cannot also appear available at either warehouse.

   • Move dispatched quantity into transit custody
   • Updates Stock transfer lines, Stock events

4. Receive destination Warehouse Operator

   Warehouse Operator records the actual destination quantity against the dispatched remainder. A partial receipt leaves the unresolved quantity in transit.

   • Receive exact quantity and retain remainder
   • Updates Stock transfer lines, Stock transfers

5. Review count Warehouse Manager

   Warehouse Manager reviews a locked blind count and its variance before an authorized adjustment posts.

   • Keep counted scope and adjustment evidence
   • Updates Count plans, Count lines, Count locks
   ApprovalA person approves before the work moves on.

Warehouse Manager

, Warehouse Operator.