Inventory Transfer
For: Anyone moving stock from one warehouse to another — after someone Approves
An Inventory Transfer is a request. Prefix TRF. Transfer on the modal creates Pending. Stock leaves the source and arrives at the destination only when someone with Edit clicks Approve Transfer. There is no in-transit bucket and no Receive step.
Note: Only items with Track inventory on can be transferred. Service items and goods with Track inventory off do not appear on the Item picker and cannot be approved.
What this module does
1. Creating a manual transfer request
List Add Transfer Request (create). Modal title Transfer Inventory. Buttons Cancel and Transfer.
Item: Required. Tracked inventory goods only — Service and Track inventory off are not in this list. Picking an item loads which divisions / branches / warehouses actually hold it.
From Division / Branch / Warehouse: Required. Only locations where this item has stock. Available Quantity fills from that warehouse and is read-only.
Transfer Date: Required. Defaults to today.
To Division / Branch / Warehouse: Required. Any warehouse on the To Branch except the from warehouse.
Transfer Quantity: Required, greater than 0, not more than Available Quantity. Enabled after From Warehouse.
Transfer Notes: Optional.
Note: Only Track inventory items show on Item. Service or Track inventory off items do not. This modal is one item and a manual request — it does not create a Production Order Transfer.
2. Manual vs Production Order tabs
| Tab | What the row is |
|---|---|
| Manual Transfers | One item, one quantity. Columns: Transfer#, Item Name, Transfer Date, From / To Warehouse, Quantity, Status |
| Production Order Transfers | Raised from a production order. Columns: Transfer#, Production Order, Transfer Date, From / To Warehouse, Raw Materials (View), Status. Approve issues every raw-material line |
3. The list, search, and filters
Title Inventory Transfer with a count. Search (Transfer#, item name, warehouse name, status, reference). Column picker. Filter drawer: Status, Division, Branch. Action: View Details, Approve Request, Reject Request. Row click → detail. No list export.
4. Approving a request
List or detail, Pending only, Edit permission. Modal Approve Transfer. Shows Transfer ID, item (or Production Order), date, warehouses, quantity, status. Approve Transfer moves stock immediately.
Production Approve also offers Department and Manpower (optional). On success the production order becomes Inventory Issued.
Warning: If source stock is no longer enough, Approve fails (raw materials are checked strictly on production). Nothing is half-moved.
5. Rejecting a request
Pending only. Status becomes Rejected. Stock never moved, so nothing is reversed. A production order is set to Inventory Rejected. Manpower can be stored on that reject as well.
6. Detail and Stock Movement
Title Inventory Transfer Request Details. Overview: Transfer ID, Production Order when present, date, status, item, quantity, from/to warehouse, notes, raw materials table when production. Sidebar Approve / Reject while Pending.
Tab Stock Movement shows the batches this transfer added or used after Approve. Check View Inventory on both warehouses to see available qty change.
Business rules
| Topic | Rule |
|---|---|
| Request first, stock on Approve | Add Transfer Request / Transfer saves a Pending request. Source qty is not deducted until Approve. Reject leaves stock where it was. There is no In Transit, Receive, or Cancel on this screen |
| Statuses | Pending, Approved, Rejected. Approve and Reject need Edit and only work on Pending. Cancelled exists in the database but is hidden from the list |
| Transfer# | Auto TRF1, TRF2, … from the last request. There is no number-preferences gear on this modal |
| Tracked inventory items only | The Item picker is Track inventory goods. Service items and Track inventory off never appear. Approve also refuses them. One item per manual request. Quantity must be > 0 and cannot exceed Available Quantity at the from warehouse |
| Same warehouse blocked | From and To cannot be the same warehouse. The To Warehouse picker already hides the from warehouse |
| Approve moves FIFO batches | Deducts from the source warehouse (FIFO remaining qty) and adds matching batches at the destination, including purchase price and vendor batch fields. If the item has no row at the destination yet, one is created |
| Production Order Transfers | Created from a production order, not from Add Transfer Request. Approve moves each raw material's required qty and sets the production order to Inventory Issued. Reject sets Inventory Rejected. Manpower (optional) is offered only on production Approve / Reject |
| No E-Way Bill, no edit, no delete, no Duplicate, no list Export | Detail has Overview and Stock Movement after it has posted. No GST, no attachments, no primary-bank gate |