Transfers
A transfer (or "stock picking") is a movement of stock from one location to another. Every inventory change happens through a transfer.
Types
| Type | Direction |
|---|---|
| Incoming | Vendor → your warehouse (receipt) |
| Outgoing | Your warehouse → customer (delivery) |
| Internal | One of your locations → another (warehouse to warehouse, or aisle to aisle) |
| Manufacturing | Production location → finished goods stock |
| Returns | Customer → your warehouse (RMA) or your warehouse → vendor |
PLANA auto-creates transfers when you confirm a PO or sale order. You also create internal transfers manually for warehouse moves.
Anatomy
| Field | What |
|---|---|
| Source location | Where the goods are now |
| Destination location | Where they're going |
| Scheduled date | When the move should happen |
| Source document | Linked PO / SO / production order |
| Lines | Products + quantities |
| State | Draft / Waiting / Ready / Done / Cancelled |
Validating
When the move has happened physically, validate the transfer:
- Open the transfer
- For each line, confirm Done quantity (defaults to Demand)
- If lots / serials are tracked, scan or enter the IDs
- Click Validate
Validation:
- Removes stock from the source location
- Adds stock to the destination location
- Updates inventory valuation (journal entry, if perpetual)
- Marks the source document as updated
Partial validation
If only some lines arrived / went out:
- Set Done < Demand on the partial lines
- Validate
- PLANA prompts: Create back-order?
- Yes — a new transfer for the remainder
- No — close the transfer as-is (the missing quantity goes back to the source)
Scrap
To remove damaged or expired stock from inventory:
Transfer → Scrap → pick a virtual Scrap location → set quantity.
Scraps reduce stock and post a journal entry to the inventory-loss expense account.
Cancelling
For transfers not yet validated, cancel via action menu. Released reservations return to the source location.
For validated transfers, you can reverse by creating an opposite transfer. The original record stays for audit.
Where to read more
- Stock locations — where the transfers move between
- Lots and serial numbers — IDs on tracked products
- Receipts — incoming transfers from POs
- Orders — outgoing transfers from sale orders