Workflow

Flow 03 — Transfer and operational return

Move controlled stock between authorised locations and bring unused issued material back through quarantine and inspection.

Overview

Inventory meaning

Transfer preserves total company inventory while changing custody location and in-transit state. A return creates quarantined stock until independent inspection releases it again.

Responsible roles

Stores Officer → different receiving Stores Officer → Quality Inspector

Process

1
Dispatch
Select exact stock and record seal/handoff.
Source decreases
2
In transit
Material remains company inventory but not bin-available.
State: IN_TRANSIT
3
Independent receive
A different user verifies destination and seal.
Destination increases
4
Unused return
Receive issued material back into quarantine.
State: QUARANTINE
5
Inspect and put away
Release conforming returned material to stores.
State: UNRESTRICTED

Role handoff

Stores Officer → different receiving Stores Officer → Quality Inspector

Detailed reference chapters

Reservation, issue, transfer and work-order return

Detailed steps

1
Create a transfer for an exact location, batch/serial, quantity and ownership pool.
2
Dispatch with the source scan and seal reference; confirm the identity becomes in transit.
3
Use a different receiver at the destination to verify seal, destination and quantity.
4
For unused issued material, authorise a return and receive it into quarantine.
5
Have Quality inspect the return using CLEAN evidence, then put accepted stock away.

Field-by-field practice data

Use a disposable training tenant

Transfer one unrestricted unit between authorised bins and return one previously issued unit to quarantine. The page shows sample set A; the workbook includes independent A, B and C values.

Download all workflow samples (.xlsx)

Field names match the current application labels. Select existing approved records where shown, leave optional values blank unless they genuinely apply, and never copy fictitious TRAIN values into live work.

Stores Officer

Transfer an exact balance

Open /transfers

Select an unrestricted source identity and a distinct authorised destination, then record the custody authority.

Exact field name	Requirement	Sample value A	How to use it
Exact unrestricted balance	Select existing	`TRAIN-A-LOT-001 · MAIN-01`	Select the source balance.
Destination location	Select existing	`BIN-B-01 Secure Stores Bay B`	Destination must be valid for site and classification.
Quantity	Required	`1`	Enter the physically transferred quantity.
Movement authorization	Required	`TRAIN-A-MOV-AUTH-001`	Use the approved movement authority.
Dispatch and custody notes	Required	`Sealed package transferred intact for authorised training storage.`	Record package condition and purpose.

Expected result: The same identity moves between locations with balanced immutable ledger entries.

Stores Officer

Authorise a return

Open /returns

Select the issued kit line and route the returned unit to quarantine for independent inspection.

Exact field name	Requirement	Sample value A	How to use it
Issued material kit	Select existing	`TRAIN-A-WO-001`	Select the exact issued kit.
Issued line	Select existing	`TRAIN-A-BOLT-M8 · line 1`	Select the exact issued identity.
Return quarantine	Select existing	`QUAR-01 Receipt Quarantine`	Returns require controlled re-entry.
Return quantity	Required	`1`	Cannot exceed the issued outstanding quantity.
Returning custodian	Required	`Training operator A`	Name the physical custodian.
Authorization reference	Required	`TRAIN-A-RET-AUTH-001`	Use the approved return authority.
Reason code	Required	`UNUSED`	Select the actual return reason.

Expected result: Returned quantity is quarantined; it is not silently restored to usable stock.

End state

Location changes and returns never lose the original identity, ownership or chain of custody, and dispatcher/receiver independence is retained.