Transfer orders
A transfer order moves stock from one of your locations to another of your locations. Ownership does not change, and no money changes hands. The stock moves at cost.
Three order types, one rule
Miridia has three order types. The rule that selects the type is simple.
| Order type | Direction | Does ownership change? | Financial effect |
|---|---|---|---|
| Sales order | You to a customer | Yes | Revenue |
| Purchase order | A supplier to you | Yes | Spend |
| Transfer order | You to you | No | Stock moves at cost |
The lifecycle
| Status | Meaning |
|---|---|
Draft | A transfer that you prepare, for example a rebalance between two warehouses. |
Requested | A location asked for stock. The supplying location must decide. |
Approved | The supplying location accepted the transfer. |
InTransit | The stock left the origin. |
PartiallyReceived | Some of the stock arrived. The remainder is still in transit. |
Received | All of the stock arrived. |
Rejected | The supplying location refused the request. |
Cancelled | The transfer stopped. |
Miridia guards each status change. For example, you cannot dispatch a transfer that is not approved.
A branch request
This is the most common use in a multi-branch business.
The branch requests stock
The branch manager creates a transfer order with the status Requested. The origin is the warehouse and the destination is the branch.
The warehouse decides
The warehouse approves the request, or it rejects it. If the warehouse does not have enough stock, it raises a purchase order with a link to the request. It can also approve part and buy the rest.
The warehouse dispatches
The warehouse dispatches the approved transfer. Miridia writes a TransferOut movement at the origin. The quantity shows as in transit at the destination.
The branch receives
The branch records the quantities that arrived. Miridia writes a TransferIn movement at the destination and reduces the in-transit quantity.
Two-phase movement
Dispatch and receipt are two separate actions. Between them, the stock is in transit.
- The stock leaves the origin at once when you dispatch.
- The stock is not available at the destination until you receive it.
- The stock never disappears from the business total.
Thus stock on a truck is never available at both ends, and it is never lost from the count.
A partial receipt is normal. The remainder stays in transit until the next receipt. Each receipt accepts an effectiveDate.
Shortfalls and purchase orders
When the warehouse is short, it raises a purchase order with sourceTransferOrderId set to the transfer order. The branch can then see when the rest of the stock will arrive. The buyer can see the demand that caused the purchase.
A quick move
For a simple move that needs no approval and no transit time, use the one-step inventory transfer. Read Inventory.
Notifications and workflows
Miridia tells the business when a transfer is received and when a transfer is rejected. Workflows can start on OnTransferOrderCreated, OnTransferOrderStatusChanged, OnTransferOrderDispatched, and OnTransferOrderReceived.
API reference
Suppliers and purchasing
Record your suppliers, link them to products, raise purchase orders, receive stock into inventory, and measure supplier performance.
Bills of material
Define what a product is made of. Version the recipe, add scrap factors and production costs, and calculate the cost on any date.