Transfer Requests

The Transfer Requests list page displays all inter-warehouse transfer request documents. A Transfer Request is the planning document for moving stock from one warehouse to another. It captures the source and destination warehouses and the items and quantities to be moved. Once approved, it drives the execution of one or more Stock Transfers.

Accessing the Page

Navigate to Inventory → Operations → Transfer Requests in the sidebar, or go to /inventory/operations/transfer-requests.

Understanding Transfer Requests vs. Stock Transfers

Concept	Purpose
Transfer Request	Planning document — specifies what needs to be moved and from/to which warehouses. Requires approval before execution.
Stock Transfer	Execution document — physically moves specific quantities and updates warehouse stock. Created from an approved Transfer Request.

A single Transfer Request can be fulfilled by multiple Stock Transfers, supporting partial fulfillment over time.

List Columns

Column	Default Visible	Sortable	Description
Document #	Yes	Yes	System-generated document number
Status	Yes	Yes	Current status badge
From Warehouse	Yes	Yes	Source warehouse
To Warehouse	Yes	Yes	Destination warehouse
Date	Yes	Yes	Document date
Requested Date	Yes	Yes	Requested fulfillment date
Fulfillment	Yes	No	Overall fulfillment status across all lines
Created	Yes	Yes	Creation timestamp

Status Values

graph LR
    DRAFT[Draft] -->|Approve| APPROVED[Approved]
    DRAFT -->|Delete| DELETED[Deleted]
    APPROVED -->|All lines fulfilled| CLOSED[Closed]
    APPROVED -->|Cancel| CANCELLED[Cancelled]
    DRAFT -->|Cancel| CANCELLED

Status	Description
Draft	Request is being prepared; editing and deletion are allowed
Approved	Request is approved and ready for fulfillment via Stock Transfers
Closed	All lines have been fully fulfilled by Stock Transfers
Cancelled	Request was cancelled; no further fulfillment is possible

Fulfillment Status Values

Fulfillment Status	Description
Open	No stock has been transferred yet
Partial	Some lines or quantities have been fulfilled
Fulfilled	All requested quantities have been transferred

Filtering

Filter	Type	Description
Search	Free text	Searches by document number or reference
Status	Dropdown	Draft, Approved, Closed, Cancelled, or All
From Warehouse	Entity select	Filter by source warehouse
To Warehouse	Entity select	Filter by destination warehouse
Date From	Date	Documents on or after this date
Date To	Date	Documents on or before this date

Sorting

Click any sortable column header to sort. Default sort: Date descending.

Pagination

Load More pattern — 20 records per load.

Actions

Page Actions

Action	Permission	Description
New Transfer Request	Write (Operations)	Opens the Create Transfer Request form

Row Actions

Action	Permission	Description
View	Read	Navigate to the Transfer Request Detail page
Edit	Write	Navigate to the Edit Transfer Request form — Draft only
Approve	Admin	Transition from Draft to Approved
Duplicate	Write	Create a new Draft copied from this document
Cancel	Write	Cancel the request — requires a cancellation reason
Delete	Admin	Delete a Draft document

Deleting a Transfer Request

1. Locate a document with status Draft
2. Click the row actions menu and select Delete
3. Confirm in the dialog: “Delete transfer request [number]?”
4. Click Delete to confirm

Only Draft documents can be deleted.

Common tasks

1. Open the page from Inventory → Operations → Transfer Requests.
2. Click New Transfer Request to create a new request.
3. After review, approve the request — then navigate to Stock Transfers to execute the movement.

Related Pages

• Create Transfer Request — Create a new transfer request
• Transfer Request Detail — View and approve a request
• Edit Transfer Request — Edit a Draft request
• Stock Transfers — Execute approved transfer requests