How to Create a Transfer Request

If your site is running low on a critical part, you can request it from another site that currently holds a surplus using Internal Transfers.

info: Request vs. Instant Transfer Submitting this form creates a Request. It does not immediately move stock.
The destination site must formally process and fulfill the request before inventory levels update.

Step 1 – Access the Internal Transfers Module

1. From the main sidebar, open the Internal Transfers module.

Step 2 – Open the Creation Form

1. Click the + Create (or New Request) button in the top‑right corner of the dashboard.

Step 3 – Define the Transfer Details

The New Transfer Request form opens. Complete the logistics of the movement.

Field	Description	Required
Name	Clear title for the transaction (e.g. Emergency Motor Request – Site B).	Yes
Request To Site	Source facility you are asking to send you the parts.	Yes
Part or Supply	Specific item you need from their catalog.	Yes
Requested Quantity	Exact number of units you want them to ship.	Yes
Destination Inventory	Specific inventory location / bin at your site where items will be stored on arrival.	Yes
Additional Notes	Logistical details such as required shipping speed or tracking instructions.	No
Description	Business reason for the request (e.g. Unexpected breakdown on Line 4).	No

Step 4 – Submit the Request

1. Review all fields for accuracy, especially source site, destination inventory, and quantity.
2. Click Submit.

The request is created and typically notifies the management team at the source site so they can review and process the transfer.