Transfers

A Transfer records stock moving from one warehouse to another. Creating one only plans the move; a separate picking step is what actually takes the stock.

#Before you start

• Set up at least two Warehouses before creating a transfer — you need somewhere to move stock from and to.
• Access to Transfers is controlled by the View, Create, and Edit permissions for Transfers (each as all records or own records — own records means records you created). You need View to see the list and a profile, Create to raise a transfer, and Edit to pick it.

#The Transfers list

Open Warehouse > Transfers. The list only shows transfers you have permission to view.

The toolbar shows a Create icon when you hold the Create permission for Transfers.

When your organization has business units, the list shows the transfers of the unit chosen in the header, and the card title names it. Select the filter (funnel) icon to choose All business units, your main business only, or another unit with its sub-units. The Custom ID carries its legal entity's prefix when it has one (PH-1), and a Business unit column is added. Transfers made by 3PL and the handheld's immediate moves belong to your main business.

#Raise a transfer

1. From the Transfers list, select the Create icon.
2. Complete the fields below.
3. Add product line items using the line item editor. Quantities only — there is no pricing on a transfer's line items.
4. Save the transfer.

If you reach this form from a transfer request, the From and To warehouses are locked to the ones on that request, and the line item editor is replaced with a table of the request's own lines, where you can only adjust the quantity to transfer for each one. With business units, the transfer belongs to the request's business unit.

#What happens when you save

• OCTO Ops creates the transfer with a status of Pending. No stock is moved yet.
• If you created the transfer against a transfer request, that request is marked as having a transfer created for it and its own status changes to Completed.
• A transfer of a business unit that is, or sits under, a separate legal entity is numbered in that entity's own sequence and shows its prefix; every other transfer continues your organization's numbers. A transfer created from a transfer request is named after the request's number, with its prefix, for example Transfer request - PH-4.
• You return to the transfer's profile, where picking happens next.

#Pick a transfer

Open the transfer's profile and select the Pick option. Picking needs the Edit permission for Transfers.

Each requested line shows the available stock lots you can pick from, with a checkbox and a bounded quantity-to-pick input per lot. Submitting a pick replaces what was previously selected for that transfer with your new selection, and the transfer's overall status is recalculated from the lines picked so far.

#The transfer profile

Opening a transfer from the list shows its profile, with its From and To warehouses, date, description, status, and line items. With business units, it also shows the Business unit, and the number carries its legal entity's prefix.

The toolbar shows the Create icon (to start another transfer) and a Print option, each only when you hold the matching permission.

#Transfer from scanned stock

There are two further ways to move stock without going through the create form and picking step above:

• Scanned barcodes against a transfer request: creates the paired stock movement for a transfer request directly from scanned stock — a negative record at the origin warehouse and a matching positive record at the destination, linked to each other. The transfer belongs to the request's business unit and is numbered in its legal entity's sequence.
• Immediate move by ID or barcode: moves a single stock record straight to another warehouse by its identity or its barcode, without creating a Pending transfer first. These belong to your main business.
• Location-only move: moves stock between locations in two steps, supporting partial quantities, and re-points any linked sales reservation to the new location. These belong to your main business.

These are reached outside the pages described in this guide.

#Errors you may see

#Current limitations

• A defect carried over from the legacy system means the Transfers list can, in some circumstances, include records that should have been scoped to your organization only. This is a known defect kept for parity, not a new one.
• There is no Delete control on the Transfers screens in this version.
• Selecting Print on a transfer's profile does not open a printable page — no dedicated print screen exists for Transfers.
• Reopening a partially picked transfer does not show what was already picked, and the profile has no per-line picked progress indicator.
• Picking and moving stock here does not check whether a Sales order has already reserved that stock — see Stock availability in the Sales guide.
• There is no separate barcode/QR intake screen beyond the create form and the scanned/immediate/location moves described above.