> ## Documentation Index > Fetch the complete documentation index at: https://betterdatainc.mintlify.site/llms.txt > Use this file to discover all available pages before exploring further. # Transfers > How to execute manual transfers between locations # Transfers Transfers move inventory between locations to balance stock levels, fulfill demand, or optimize inventory placement. ## Recommended Starting Points by Role ### Operations (Warehouse/Inventory) **Start here:** 1. **Execute Transfer Recommendations** - Review and execute system-recommended transfers 2. **Manual Transfers** - Create transfers for immediate needs 3. **Transfer History** - Review completed transfers **Daily workflow:** * Review transfer recommendations from planning * Execute approved transfers * Create manual transfers for urgent needs * Track transfer shipments ### Planner (Forecasting + Replenishment) **Start here:** 1. **Review Transfer Recommendations** - Analyze recommended transfers 2. **Approve/Reject Transfers** - Make decisions on transfer recommendations 3. **Monitor Transfer Execution** - Ensure transfers are executed promptly **Daily workflow:** * Review transfer recommendations based on forecasts * Approve transfers that align with planning goals * Reject transfers that don't make sense * Monitor execution status ## Types of Transfers ### Transfer Recommendations System-generated transfers based on: * Forecast demand * Current inventory levels * Safety stock requirements * Channel allocations **Workflow:** 1. System generates recommendations 2. Planner reviews and approves/rejects 3. Operations executes approved transfers 4. System creates transfer shipment ### Manual Transfers User-created transfers for: * Urgent stock needs * Special circumstances * Non-standard replenishment **Workflow:** 1. User creates transfer request 2. Specify source and destination locations 3. Select products and quantities 4. Create transfer shipment ### Internal Transfers (Bin-to-Bin) Transfers within a single location: * Move inventory between bins * Replenish pick bins from bulk storage * Organize inventory within location ## Step-by-Step: Executing Transfer Recommendations ### 1. Review Recommendations 1. Navigate to **Plan** → **Transfer Recommendations** 2. View recommendations by: * **Priority**: High, medium, low * **From Location**: Source locations * **To Location**: Destination locations * **Product**: Products to transfer ### 2. Review Recommendation Details For each recommendation, review: * **From Location**: Current inventory level * **To Location**: Current inventory level and need * **Product**: Product to transfer * **Quantity**: Recommended transfer quantity * **Reason**: Why transfer is recommended * **Expected Benefit**: Expected improvement from transfer ### 3. Approve or Reject **To approve:** 1. Click **Approve** on the recommendation 2. Optionally add notes 3. Recommendation moves to pending execution **To reject:** 1. Click **Reject** on the recommendation 2. Provide reason for rejection (optional) 3. Recommendation is removed from active list ### 4. Execute Transfer 1. Select approved recommendations 2. Click **Execute Transfer** 3. System will: * Create transfer shipment * Reserve inventory at source location * Allocate inventory to destination location * Update planning status ### 5. Track Transfer 1. Navigate to **Run** → **Shipments** 2. Find the transfer shipment 3. Track status: * **Created**: Transfer shipment created * **Picked**: Items picked at source * **Shipped**: Transfer in transit * **Received**: Received at destination ## Step-by-Step: Creating Manual Transfers ### 1. Create Transfer Request 1. Navigate to **Run** → **Transfers** 2. Click **Create Transfer** 3. Select: * **From Location**: Source location * **To Location**: Destination location * **Transfer Type**: Standard, Urgent, Replenishment ### 2. Add Products 1. Search for products to transfer 2. For each product: * Enter quantity to transfer * Select lot numbers (if lot tracking enabled) * Add notes if needed 3. Review total quantities ### 3. Review and Submit 1. Review transfer details: * Source and destination * Products and quantities * Estimated transfer time 2. Add transfer notes 3. Click **Create Transfer** 4. System creates transfer shipment ### 4. Execute Transfer Follow the same execution workflow as transfer recommendations. ## Understanding Transfer Recommendations ### Why Transfers Are Recommended Transfers are recommended when: * **Destination has low stock**: Below safety stock or reorder point * **Source has excess stock**: Above maximum stock level * **Forecast indicates need**: Forecast shows demand at destination * **Channel rebalancing**: Inventory needs reallocation between channels ### Recommendation Priority * **High**: Critical stockout risk or urgent need * **Medium**: Below safety stock or approaching reorder point * **Low**: Optimization opportunity ### Expected Benefit Each recommendation shows expected benefit: * **Stockout Prevention**: Prevents stockout at destination * **Cost Reduction**: Reduces holding costs at source * **Service Improvement**: Improves service level at destination * **Optimization**: Better inventory placement ## What Success Looks Like ### Operations Success * ✅ Transfer recommendations executed promptly * ✅ Manual transfers created for urgent needs * ✅ Transfer shipments tracked accurately * ✅ Inventory properly reserved and allocated * ✅ No transfer errors or discrepancies ### Planner Success * ✅ Transfer recommendations align with forecasts * ✅ Transfers executed before stockouts occur * ✅ Inventory balanced across locations * ✅ Transfer decisions documented * ✅ Transfer effectiveness measured ## Common Pitfalls ### 1. Executing Transfers Without Review **Problem**: Blindly executing all transfer recommendations without understanding why. **Solution**: Always review recommendation details: * Check current inventory levels * Understand the reason for transfer * Verify it makes business sense **How to avoid**: Make review and approval part of your workflow. ### 2. Not Considering Lead Time **Problem**: Executing transfers that won't arrive in time to prevent stockout. **Solution**: Consider transfer lead time when reviewing recommendations: * Check estimated transfer time * Compare to stockout risk timeline * Prioritize urgent transfers **How to avoid**: Review transfer timelines before execution. ### 3. Ignoring Channel Allocations **Problem**: Transferring inventory without considering channel allocations. **Solution**: Understand channel inventory before transferring: * Check channel allocations at source * Verify channel needs at destination * Consider channel policies **How to avoid**: Review channel inventory views before transferring. ### 4. Not Tracking Transfer Execution **Problem**: Creating transfers but not tracking their execution. **Solution**: Monitor transfer shipments: * Track picking status * Monitor shipping status * Verify receipt at destination **How to avoid**: Set up alerts for transfer status changes. ## Troubleshooting ### Transfer Recommendation Not Showing **Symptoms**: Expected transfer recommendation doesn't appear. **Possible causes:** 1. Forecasts not generated or published 2. Transfer policies not configured 3. Insufficient inventory at source 4. Recommendation already executed 5. Destination doesn't need inventory **Steps to resolve:** 1. Verify forecasts are generated and published 2. Check transfer policy configuration 3. Verify source location has sufficient inventory 4. Check if recommendation was already executed 5. Review destination inventory levels and needs ### Can't Execute Transfer **Symptoms**: Transfer execution fails or is blocked. **Possible causes:** 1. Insufficient inventory at source 2. Inventory reserved for other purposes 3. Transfer policies restrict execution 4. Permissions insufficient **Steps to resolve:** 1. Check source location inventory levels 2. Verify inventory isn't reserved 3. Review transfer policy restrictions 4. Check user permissions ### Transfer Shipment Not Created **Symptoms**: Transfer approved but shipment not created. **Possible causes:** 1. System error during execution 2. Inventory allocation failed 3. Shipment creation process failed **Steps to resolve:** 1. Check transfer status 2. Review error messages 3. Verify inventory availability 4. Retry transfer execution 5. Contact support if issue persists ### Transfer Received But Inventory Not Updated **Symptoms**: Transfer shipment marked as received but inventory not updated. **Possible causes:** 1. Receiving process not completed 2. Inventory allocation failed 3. System synchronization issue **Steps to resolve:** 1. Verify receiving process completed 2. Check inventory levels at destination 3. Review transfer shipment status 4. Manually reconcile if needed 5. Contact support if issue persists *** ## Related Pages * [Transfer Recommendations](/decide/transfer-recommendations) * [Planning Recommendations](/decide/planning-recommendations) * [Shipments](/execute/shipments) * [Viewing Inventory](/execute/viewing-inventory) *** ## Permissions & Roles Viewing transfer recommendations requires standard user permissions. Approving and executing transfers requires inventory management permissions. Contact your organization administrator for details.