Approve, ship, and receive a stockroom transfer

Prepare and approve

Confirm source and destination stockrooms, approved request if applicable, and eligible serialized assets. Verify current custody and location, and provide the required transfer notes. Use the active approval action with the intended reviewer and evidence.

Ship and receive

1. Open the approved transfer, verify exact assets and destination, and record shipment through the transfer action. Check the history for the new state and actor.
2. At arrival, use the receiving action with evidence from the destination. Reopen the transfer and confirm that each asset's stockroom and custody match the receipt.
3. If the transfer is linked to a hardware request, check the allocation or a reported fulfillment error. A confirmed receipt and a downstream allocation are separate results.

Troubleshoot a conflict

Check that assets still belong to the source and remain eligible, that approval exists, and that your action uses the current state. If the request times out, check History for the recorded transition before retrying. Transfer history is immutable. Use the supported reversal or correction process in the relevant custody workflow.