Transfer stock between locations
Required access
Asset Management enabled, stockroom access and transfer permissions.
Track physical equipment movements between stockrooms.
Before you start
Asset Management enabled, stockroom access and transfer permissions.
Steps
- Choose the source and destination stockrooms and relevant equipment.
- Initiate the transfer and dispatch it when the equipment leaves.
- Receive the transfer at the destination when the equipment arrives.
- Review custody and stock records after receipt.
Expected result
The transfer is recorded across its movement stages.
Important behaviour
Custody changes at receipt in the staged transfer flow. Instant transfers are a separate option; cancelling a transfer is not the same as receiving it.