When creating transfer requests, the system now prevents duplicate or excessive open requests for the same order item. This helps keep transfer workflows clean and organized, reduces redundant processing at warehouse locations, and ensures inventory movements are more accurate and efficient.
SOP: Preventing Duplicate Stock or Allocation Transfer Requests
Objective
This SOP explains how to create a stock transfer request while avoiding duplicate or excessive requests for the same order item. It helps ensure inventory is transferred accurately and prevents unnecessary duplicate processing by the warehouse team.
Key Steps
1. Confirm the request type before proceeding 0:02
Verify that the transfer is a stock transfer or allocation transfer.
Note that this duplicate-request warning only applies to stock or allocation transfers.
Be aware that duplicate model transfers will not trigger a warning.
2. Open the existing order and review current transfer activity 0:12
Open the order that needs a transfer.
Check whether there is already an Open Transfer Request on the order.
Review the order items before creating a new request to avoid duplicating work.
3. Start a new stock transfer request 0:35
Go to the bottom of the order screen and select Stock Transfer to create a new transfer request.
On the transfer screen, choose the quantity/item needed for the new location.
Click Next to continue through the transfer workflow.
4. Select the model and complete the transfer workflow 0:49
Choose the specific model you want to transfer.
Click Next and then Finish to submit the request.
If a matching transfer already exists, the system will display a warning before final submission.
5. Respond to the duplicate-request warning appropriately 1:00
Read the warning message carefully: it indicates that one or more order items already have Open Transfer Requests.
Confirm whether the new request is truly needed before proceeding.
If the request is duplicate, stop and avoid submitting it.
If the request is intentional, proceed only after verifying the impact on warehouse processing and inventory movement.
Cautionary Notes
Do not assume a new transfer is needed if an open request already exists.
The warning applies to stock transfers and allocation transfers only.
Duplicate model transfers will not warn you, so manual review is required.
Submitting duplicate requests can create unnecessary warehouse work and may affect inventory accuracy.
Tips for Efficiency
Always check for existing open transfer requests before starting a new one.
Use the warning prompt as a final verification step, not the first time you notice duplication.
Standardize a quick review of order items and transfer status before clicking Finish.
Train team members to pause and confirm when the system flags a possible duplicate.