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- Oil & Gas ERP
- Process
- Stock transfer
Stock transfer
A transfer begins with a sending site, receiving site and requested quantity. A separate authorised person approves the current revision. Warehouse Operator records dispatch into transit and the destination records only the quantity actually received.
Step by step
-
Request transfer Warehouse Manager
Warehouse Manager owns this handoff. Identify source, destination and quantity. Keep the actual event tied to its source.
- Identify source, destination and quantity
- Updates Stock transfers, Stock transfer lines
-
Approve transfer Warehouse Manager
An independent Warehouse Manager owns this handoff. Authorize the current transfer revision.
- Authorize the current transfer revision
- Updates Stock transfers, Approval decisions
ApprovalA person approves before the work moves on. -
Dispatch stock Warehouse Operator
Warehouse Operator owns this handoff. Move actual quantity into transit. Keep the actual event tied to its source.
- Move actual quantity into transit
- Updates Stock events, Inventory positions
-
Receive remainder Warehouse Operator
Warehouse Operator owns this handoff. Confirm received quantity and location. Keep the actual event tied to its source.
- Confirm received quantity and location
- Updates Stock transfer lines, Stock events
-
Resolve difference Warehouse Manager
Warehouse Manager owns this handoff. Review unresolved loss before closing. Keep the actual event tied to its source.
- Review unresolved loss before closing
- Updates Stock transfer lines, Stock events
Who does what
Roles and permissions- Warehouse Manager
- , Warehouse Operator coordinate these decisions and records.
- Each person works within their entity and site scope.
Set up Oil & Gas ERP your way.
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