Create Transfer Request

Create a new Transfer Request document to plan the movement of inventory from one warehouse to another. The form captures a source warehouse, destination warehouse, an optional requested date, and one or more line items. New documents start in Draft status and must be approved before Stock Transfers can be created against them.

Create Transfer Request form showing From and To warehouse fields, document date, and the Line Items table with item and quantity entries

Accessing the Page

From the Transfer Requests list, click New Transfer Request, or navigate directly to /inventory/operations/transfer-requests/new.

Form Overview

Section	Description
Document Details	From/To warehouses, document date, requested date, reference, and remarks
Line Items	One row per item to be transferred

Document Details

Field	Required	Type	Description	Default	Validation
From Warehouse	Yes	Entity select	Source warehouse from which stock will be taken	—	Only active warehouses; must differ from To Warehouse (unless Bin-Managed within same warehouse)
To Warehouse	Yes	Entity select	Destination warehouse where stock will be received	—	Only active warehouses; must differ from From Warehouse
Document Date	No	Date	Date of the request document	Today	—
Requested Date	No	Date	Requested fulfillment date	—	—
Reference	No	Text	External reference number	—	—
Remarks	No	Textarea	Document-level notes	—	—

Line Items

Each line specifies one item to transfer.

Field	Required	Type	Description	Default	Validation
#	—	Number	Auto-assigned line number	Sequential	—
Item	Yes	Entity select	Stock-tracked item to transfer	—	Required on each line
Quantity	Yes	Number	Quantity to be transferred	`1`	Must be greater than 0
UOM	No	Text	Unit of measure — auto-populated from item	—	—
Notes	No	Text	Line-level note	—	—

The line items table also shows fulfillment tracking columns (Ordered, Fulfilled, Remaining) once the request is approved and Stock Transfers are created against it.

Validation Rules

Rule	Behavior
From Warehouse required	Cannot save without a source warehouse
To Warehouse required	Cannot save without a destination warehouse
Warehouses must differ	Source and destination cannot be the same unless both are Bin-Managed (for bin-to-bin within same warehouse)
At least one line	At least one line with an item is required
Quantity positive	All line quantities must be greater than 0

Post-save behavior

After successful creation:

The document is saved with status Draft
You are redirected to the Transfer Request Detail page
A success notification shows the new document number

The document does not affect stock quantities. Approval and subsequent Stock Transfers execute the movement.

Common tasks

Open Inventory → Operations → Transfer Requests and click New Transfer Request.
Select the source and destination warehouses, set the date, and add line items.
Click New Transfer Request to save — then approve the request from the detail page.

Permissions & system behavior

Creating a Transfer Request requires Write permission on Operations.
Approving requires Admin permission on Operations.

Transfer Requests — List all transfer requests
Transfer Request Detail — View and approve a request
Edit Transfer Request — Edit a Draft request
Stock Transfers — Execute approved requests