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Stock Transfer Requests

Ask another location to send you stock.

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Written by Zachary Marble

Stock > Stock Transfer Requests: ask another location to send you stock, with an approval step before anything moves.

Statuses

  • Draft: still being prepared.

  • Pending: submitted, waiting for a decision.

  • Approved or Rejected: the decision.

  • Canceled: withdrawn.

Approved requests are fulfilled with a stock transfer.

Create a stock transfer request

Click New Stock Transfer Request and fill in:

  • Source location: who should send the stock.

  • Destination location: who receives it.

  • Expected transfer date and Notes: optional.

  • Stock Transfer Request Items: each item with the quantity requested and receiving unit of measure.

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