Transfer stock
Authorize a move, trace dispatched stock and reconcile every portion at its destination or source.
7 stages · 2 approvals
Roles and responsibilities
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Step 1Request transfer
Transfer NumberFrom WarehouseTo WarehouseProduct
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Step 2Approve transfer
Transfer NumberFrom WarehouseTo WarehouseProduct
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Step 3Reserve stock
ProductWarehouseBinLot Number
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Step 5Confirm arrival
Transfer NumberFrom WarehouseTo WarehouseProduct
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Step 6Resolve differences
Adjustment NumberProductWarehouseBin
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Step 7Complete transfer
Transfer NumberFrom WarehouseTo WarehouseProduct
Process steps
Follow the process from start to finish. Select a step to see who acts and what changes.
Request transfer
Inventory Manager or Warehouse Operator prepares the source, destination, controlled identity and quantity. The product conversion is frozen in stocking units. Both bins must belong to their stated warehouses, and the proposed move must respect stock status, ownership and current site assignments.
Approval required
Approve transfer
An independent Inventory Manager reviews the exact revision and carrying value within finite authority. Eligible standard transfers may instead qualify under the active automatic policy and its inclusive value limit. That path records policy execution without inventing a human approval or granting authority to the preparer.
Reserve stock
Warehouse Operator claims the authorized quantity against exact eligible source positions. Competing demand, current cost and all affected count locks are checked. A changed quantity, destination or identity requires renewed authority rather than silently expanding an existing reservation.
Confirm departure
Warehouse Operator records the actual partial departure. Paired movements carry quantity and value from source storage into transfer-specific transit custody, retaining original cost lineage. Ownership remains at the source carrying location while destination availability stays unchanged. Unshipped request scope remains separate.
Confirm arrival
The assigned destination Warehouse Operator records actual received quantity against the unresolved dispatched portion. The same carried value moves into destination stock. Damaged or held arrivals remain unavailable even though their physical receipt is acknowledged. Repeated arrival evidence cannot consume transit twice.
Approval required
Resolve differences
Inventory Manager independently reviews an evidenced transit loss or other correction within authority. Warehouse Operator records any physical return to source. A shortage report alone cannot erase transit stock; return, loss and arrival remain distinct outcomes with bounded quantities.
Complete transfer
Warehouse Operator reconciles shipped quantity to received, returned, approved lost and remaining transit amounts. Completion requires no unresolved transit and an explicit outcome for any unshipped remainder. Cancellation cannot remove already dispatched history or replace a missing arrival with an unsupported status change.
Approvals and controls
2 approvals required in this process
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Approve transfer
Inventory Manager signs when required · reserve stock waits
Transfers, ApprovalDecisions, InventoryPolicies -
Resolve differences
Inventory Manager signs for loss or required discrepancy approval · complete transfer waits
StockAdjustments, ApprovalDecisions, StockEvents - Required human approval excludes the requesterMaterial editors; a second role held by the same person is not independence.
- Missing costPolicy or finite authority prevents release rather than defaulting to an unlimited transfer.
- Transit remains owned and valued onceSeparate from destination availability and floor-count populations; transfer evidence reconciles it separately.
- Cost-layer splits reduce the parent's remaining balance; lineage is not a second quantity to value.
- The current sourceDestination and any affected valuation-pool locks are checked before a movement posts.
- Each partial action has a stable identityA duplicate uses its earlier result, while changed evidence requires reconciliation.
- Posted correction follows current descendantsCannot debit an emptied origin or erase stock already consumed elsewhere.
Records and postings
| Stage | Records | Effect |
|---|---|---|
| 1 Request transfer | TransfersProductConversions | Prepare the requested location change |
| 2 Approve transfer | TransfersApprovalDecisionsInventoryPolicies | Authorize exact scope or qualify policy execution |
| 3 Reserve stock | ReservationsInventoryCountLocks | Protect eligible stock for the move |
| 4 Confirm departure | StockEventsStockMovementsCostLayers | Carry dispatched stock into transit |
| 5 Confirm arrival | TransfersStockEventsInventory | Receive the outstanding dispatched portion |
| 6 Resolve differences | StockAdjustmentsApprovalDecisionsStockEvents | Review loss and reconcile physical exceptions |
| 7 Complete transfer | TransfersReservationsStockEvents | Reconcile every requested and shipped portion |
Process reports
All reportsInventory Valuation
Frozen StockSnapshots reconcile exact remaining owned CostLayers by Product, Category, Warehouse and cost method in the installation valuation currency. Include picked/held/damaged owned stock and source-carried in-transit stock once; third-party custody is a separate non-owned quantity disclosure. Unknown costs block a final snapshot. AccountingExports sends only unaccepted event deltas; the closing value is a control balance, never another full-value journal.
Inventory Turns & DOH
Net carrying cost of effective SalesPick and InternalUsage final issues in the selected interval divided by the time-weighted owned inventory value over that same interval; simple internal movements, supplier returns, samples, scrap and adjustments are excluded from consumption and disclosed separately. DOH is interval days divided by turns. Customer returns reduce eligible consumption through linked original costs. Zero/nonpositive denominator or incomplete cutoff coverage is unavailable, never infinity or a manufactured zero. Category rollups sum compatible currency numerators and denominators before dividing.
Adjustment Trend
Effective posted adjustment quantities and signed/absolute values by reason, site, posting period and original supplier/layer provenance. Trace bounded compensations once and retain original posting versus correction periods. Unknown supplier remains unknown; current primary supplier is not attributed to old layers. Standard-cost revaluations and accounting-only purchase variances are separate from physical shrinkage.
Expiry Report
Exact remaining lot/serial positions and layer values as of cutoff, split by owner/status and disjoint days-to-expiry buckets: expired, 0–7, 8–30, 31–90 and over90; no-expiry/unknown-expiry positions remain separately visible. Use the warehouse-local expiry cutoff; same-day expiration policy is explicit. Returns and later receipts preserve established expiry. Value at risk includes only owned stock; alerts and FEFO guidance do not prove a markdown, sale or quality disposition.
Stockout Report
Stocked active product/warehouse days at the declared local end-of-day cutoff with eligible QuantityAvailable at or below zero divided by all completely observed stocked active product/warehouse days. Never-received products participate through StockSummaries. Missing daily snapshots are reported as incomplete coverage and excluded from both numerator and denominator, not treated as in-stock days. It measures sampled daily availability, not continuous intraday service level.
Run by an agent
Agent support
An assistant cannot bypass a required human review, a current count lock, a valid demand claim or actual physical evidence. It cannot turn an incoming order message into a dispatch, a warehouse label into ownership, or a provider acknowledgment into accounting acceptance. Eligible automatic corrections require the independently activated policy and every stated condition; they do not inherit invented human approval from the assistant.
# Example after configuration
$ curl -fsSL https://www.erp.ai/skill.md | paste into your agent
› transfer stock · request transfer on Transfers, ProductConversions
✓ Inventory Manager or Warehouse Operator prepares the source, destination, controlled identity and quantity.
› transfer stock · approve transfer on Transfers, ApprovalDecisions, InventoryPolicies
⏸ approval when required · waiting for the inventory manager
# 5 more stages after approval: reserve stock, confirm departure, confirm arrival, resolve differences, complete transfer
Other processes
4 moreReceive and put away
Confirm the delivery, establish its stock basis and put each received portion into storage.
6 stages · 1 approval
Issue and return stock
Claim eligible stock, record actual issue and resolve returns against source goods and reviewed value.
7 stages · 2 approvals
Count to adjust
Plan a controlled count, review the difference and reconcile stock with a traceable correction.
6 stages · 2 approvals
Replenish stock
Turn current stock shortages into a clear purchasing worklist without losing the basis of each recommendation.
6 stages · 0 approvals