ControlRoom · 1 MIN READ
Draft, approve and follow a stock transfer
Keep the intended movement separate from the physical and recorded handover.
Guide reviewed 14 September 2026 · Controls depend on your app version and access.
Before you begin
Identify source, destination, items, units and quantities. Some workflows use batches and separate approval or receiving steps.
01Prepare the draft
Open Transfer Draft and enter the intended source and destination. Choose the supported transfer type and batch information where required.
02Check quantities and ownership
Confirm the items exist at the source and the destination is the intended operational location. Cross-company or restricted destinations require the applicable authority.
03Follow the available stages
Use the permitted approval, execution and receipt actions in the order shown by the record. A draft or approval alone does not prove the goods moved.
04Review both sides
After the relevant movement and receipt steps, inspect the transfer state and location balances. Keep delivery or receipt evidence attached where supported.
Check the result
The transfer state agrees with what physically happened and the correct locations were affected.
If something does not look right
If execution or receipt fails after a timeout, reopen the transfer before attempting the action again. Report the transfer identifier and the last confirmed stage.
Look up an error