Process a transfer

Prerequisites: Items are in stock at the source location. The destination storage location exists.

Required permission: Inventory → Transfers — User or above. Admins can validate any transfer; Managers and Users only the transfers they created.

Create the transfer

1. In the sidebar, click Inventory → Transfers → + Create.
2. Select Pick From — the Warehouse Access Point items are moving from.
3. Select Restock To — the Warehouse Access Point items are moving to.
4. Click ⊕ to add move lines. For each line, select the Item, the From and To storage locations, and the Quantity to transfer.
5. Click Mark as Todo. The system checks availability at the source: if every line resolves, the transfer moves to Ready; if any line can’t be fully covered, it moves to Waiting. From Waiting, click Check Availability to recheck.

Execute the physical move

Picking at the source and placing at the destination are done by operators at a ToolingMetrics WAP terminal, not from this office screen. Once the transfer is Ready:

1. An operator at the source WAP terminal picks the listed items, confirming each line as it’s picked.
2. The transfer moves to In Transit once picking is confirmed.
3. An operator at the destination WAP terminal places the items in the specified locations, confirming each line.
4. The transfer moves to Done once all lines are placed, and on-hand at both locations updates accordingly.

Use the transfer detail view in the office to track status and line-level progress at any point.

Notes

• Items already picked but not yet placed are In Transit — decreased from the source but not yet increased at the destination.
• Transfers work within a single warehouse or between different warehouses.
• To cancel a transfer before it’s picked, use Cancel from the transfer detail view — this reopens the reserved quantity elsewhere.

Related articles

• Set up a warehouse
• Configure a storage device
• Set up a warehouse access point
• Define stock rules
• Track a serialized item