Operations guide · Stock & locations

Location-to-Location Transfer

A location-to-location transfer moves stock from one warehouse location to another. The purpose may be layout, replenishment, consolidation or correction. “Eyeball moves” made without scanning are a leading cause of count differences and wrong picks.

Types of transfer

TypeWhenRisk
Planned (system task)Replenishment, slotting, consolidationLow — traceable
Ad-hoc (user)Urgent correction, freeing spaceHigh — needs authorisation
Cross-warehouse / plantAnother facilityERP document impact

Task-driven flow

  1. Scan the source location and the item / LPN
  2. Confirm the quantity (is the unit right?)
  3. Scan the destination location
  4. Stock is deducted at the source and added at the destination
  5. A rule for cancelling or abandoning the task

Counting a move as “done” without a double scan (source + destination) creates phantom stock.

Stock locks and half-finished transfers

Once a transfer starts, the source quantity may be reserved or “in transit”. A second user should not try to pick the same pallet. It must be clear how a half-finished task is closed if the device shuts down.

Splitting pallets and cases

Moving a full pallet is different from breaking out cases. A split may require a new LPN / barcode. Details: pallet–case–location; moves driven by replenishment: putaway & replenishment.

Checklist

  • Who is authorised to make ad-hoc transfers?
  • Can held / quality stock be moved?
  • What happens if stock on an open pick task is moved?
  • Is every internal transfer posted to the ERP?

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