How to Request a Warehouse Transfer (Mobile App)

Before You Begin

Make sure you know:

• Which warehouse you want inventory sent to (your active warehouse)
• Which warehouse you want inventory sent from (selected during request creation)
• Whether you want to use Auto (par-level-based) or Manual (choose items yourself)

How to Navigate to the Transfer Request Module

From the main menu dashboard, tap the Warehouse Transfer tile.

You'll be taken to the Transfer Orders screen, which shows all pending transfer requests for your currently active warehouse.

The Transfer Orders screen includes:

1. 3-dot menu — Tap here to change your active warehouse or access other settings.
2. Transfer Order Tiles — Each tile shows a pending transfer request for your active warehouse, including transfer number, origin warehouse, and required-by date.
3. Swipe Icon — Swipe on a tile (right to edit, left to delete) instead of tapping to take action.
4. + New Transfer Request — Tap here to create a new request.

How to Create a New Transfer Request

Step 1: Set Your Destination Warehouse

Confirm that your active warehouse is the warehouse you want goods transferred into. If it isn't, tap the 3-dot icon in the top right corner, select Change Warehouse, choose your destination warehouse, and tap OK.

Step 2: Tap + New Transfer Request

At the bottom of the Transfer Orders screen, tap the + New Transfer Request button.

You'll be prompted: "Auto Request Items Under Par Level? Select 'Yes' to automatically add items that are under Par Level."

• Yes (Auto) — Automatically fills in transfer quantities to bring your destination warehouse up to par levels. For example, if an item's par level is 100 and you currently have 80, a quantity of 20 is automatically added.
• No (Manual) — You select items and quantities yourself.

Set a Required By date and time, select the Origin Warehouse (where goods are coming from), and tap the orange Submit button.

Step 3: Build Your Transfer Request

1. 3-dot menu - Switch warehouses
2. Item/SKU Search Bar - Search or scan items to add
3. Item Quantity Count - Running total of items in this request
4. Required By Date & Time - Tap to set your deadline
5. Notes Field - Tap to add optional notes
6. Save Button - Saves and submits the request

If you selected Manual:

1. Use the Item/SKU Search Bar to find items by SKU or UPC.
2. Tap an item from the results to add it to your request.
3. Tap the item card to open the Adjust Quantity screen.

Once the Adjust Quantity screen opens:

1. Confirms which SKU you're adjusting
2. Current quantity — use +/- or tap the number to type directly
3. Stock available at the sending warehouse
4. Save to confirm, Cancel to discard
5. Tap + or – to adjust, or tap the number and type a quantity directly.
6. Check Available at origin to make sure you're not requesting more than is in stock.
7. Tap Save to confirm or Cancel to discard.
8. Repeat for each item you want to add.

Scanning Items with Your Device Camera

Tap the barcode icon in the search bar to use your device's camera as a scanner. You can also use a connected external scanner in the search bar field.

Once you've finished adding or adjusting quantities, tap the orange Submit button. You'll be redirected to the Active Transfer Requests screen once the request has been processed.

What information is shown on each item card?

The total number of items on your transfer request is displayed in the top left, above the first card.

1. Item Image - Displayed if an image has been uploaded for the item
2. SKU - Item number
3. Item Description - Item name
4. In Stock / Par Level / Available - Current stock at destination, par level, and quantity available at the origin warehouse
5. Requested Quantity - Tap to edit

Related Articles

• How to Edit or Cancel a WT Transfer Request (Mobile App)