About Transfer Requests

Updated by Cheryl Wallace

Transfer Requests are an optional preliminary step to create a transfer. Transfers are the movement of inventory from one stocking location to another. It is a change in the ownership of inventory versus an issue transaction which is the loan of inventory.

The Transfer Requests feature is used to view, modify and approve transfer requests generated using Create Transfer Request before they are picked and, less commonly, to generate a transfer request or to cancel a transfer request.

Information stored on transfer requests includes the location from which the inventory is being requested, the location requesting the inventory, the required delivery date, any notes and shipping instructions, the list of selected inventory and the approval details.​​

A transfer request must approved before it can be picked even if no approval processes are defined by your organization. To approve a transfer request, look up the transfer request before making any required changes then check the Approved option and click .
Related Reports
Transfer Request Back Orders, Transfer Requests

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