These cookies are required for the website to function properly. They ensure security, enable basic features like page navigation, and store user session data. You cannot disable these cookies.
- SCM with Multi-warehouse
- Process
- Transfer release
Transfer release
The coordinator submits a transfer against an approved parent request. The coordinator checks its origin, destination and units against the approved parent. Each handoff keeps the parent request visible so the team can check why the work started and how it ended.
Step by step
-
Approve parent request Inventory Reviewer
Inventory Reviewer decides the current request revision with a recorded reason.
- Establish reviewed request scope
- Updates Stock requests, Review decisions
ApprovalA person approves before the work moves on. -
Prepare route Inventory Coordinator
Inventory Coordinator creates a draft transfer linked to that approved parent.
- Link transfer to parent
- Updates Network transfers, Stock requests
-
Submit transfer Inventory Coordinator
Inventory Coordinator records origin, destination, units and transfer revision, then changes Draft to Submitted.
- Record route, units and submitted state
- Updates Network transfers
-
Release transfer Inventory Coordinator
Inventory Coordinator checks the parent approval and submitted revision, then records decision time and release outcome.
- Record decision time and guarded outcome
- Updates Network transfers, Operation receipts
-
Check effect Inventory Reviewer
Inventory Reviewer compares the receipt with the resulting stock movement evidence when the outcome is uncertain.
- Reconcile receipt with posted effects
- Updates Operation receipts, Stock movements
Who does what
Roles and permissions- Inventory Coordinator
- , Inventory Reviewer.
- App Administrator
- Maintains the organization and location context; Auditor reads authorized evidence.
Set up SCM with Multi-warehouse your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.