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Transfers with Statuses for Better Internal Logistics Control

Create multi-step transfers where each status reflects a specific stage and the current location of products

Written by Hanna
Updated today

Before this update, product transfers between warehouses in Orderry essentially recorded a completed action: once a transfer was created, the product immediately appeared in the destination warehouse in the system.

Now you can manage transfers as a process. Create multi-step transfers with status tracking to more accurately reflect and better control logistics operations in your system.

This update is valuable for employees involved at different stages of the process:

  • A manager can create a transfer request and specify the required quantity of products.

  • A warehouse employee can check product availability, confirm shipment, and mark products as ready for dispatch.

  • A driver can indicate that the products have been picked up and are now in transit.

  • A recipient can verify the received products and confirm delivery.

Most importantly, everyone can clearly see where the products are at any moment, what the actual stock level is in warehouses, and the logistics process becomes transparent and easy to track.

How Transfers with Statuses Work

When creating a transfer, you now have two options:

  • Create — creates a multi-step transfer with the initial Draft status.

  • Create and complete — creates a one-step transfer where the products are immediately received in the destination warehouse (the same way transfers worked previously).

Depending on your needs, you can choose the appropriate transfer type.

Use multi-step transfers when you need to track the movement of products between warehouses. One-step transfers are useful when you need to record a quick action, such as moving products from one bin location to another within the same warehouse.

System Statuses for Multi-Step Transfers

The following system statuses are currently available:

Draft

The initial status that acts like a draft. In this status you can edit everything in the document except the source warehouse.

Ready to ship

Products listed in the transfer are reserved and become unavailable for use in orders, sales, or other operations. The source warehouse and product list can no longer be changed, but the destination warehouse and bin location can still be updated if needed.

In transit

Indicates that the products have already been shipped but have not yet arrived at the destination warehouse. As in the previous status, only the destination warehouse and bin location can be changed.

Received

Products have arrived at the destination warehouse but remain reserved, allowing time to verify the received items. In this status, only the bin location can be changed.

Completed

Products are now fully available in the destination warehouse. The transfer is considered successfully completed.

Canceled

In this status, the transfer is considered interrupted or unsuccessful. If the transfer is canceled after the Draft or Ready to ship statuses, the products become available again in the source warehouse. If the transfer is canceled after any other status, Orderry will ask you which warehouse the products should be returned to.

In the future, you will be able to add custom transfer statuses and configure transition rules between them. For now, the system statuses above are available and can be changed in any order.

Event Feed for Transfers

Transfers now also have their own Event Feed, where the following actions are recorded:

  • status changes

  • destination warehouse changes

  • bin location changes

  • comments (the comment added during transfer creation will also appear here)

  • attached images and files

You can also create tasks related to the transfers directly from the Event Feed.

New Virtual Warehouse: In Transit

For multi-step transfers with the In transit status, products are no longer available in the source warehouse but have not yet been received in the destination warehouse. To help you track these products, Orderry now includes a system virtual warehouse called “In Transit.”

It appears:

  • in the warehouse list in the overall Stock balances table

  • in the product profile on the Stock balances tab

Employee Permissions for Transfers

In Settings > Employees > Roles, you can now grant employees four permissions for working with transfers:

  • Can view transfers

  • Can create transfers

  • Can edit transfers

  • Can change transfer status

Without the Change transfer status permission, employees can still perform other actions (if they have the corresponding permissions) but cannot move products through the status-based workflow.

What’s Coming Next for Transfers and the Warehouses Module

As mentioned earlier, in future updates you will be able to create custom transfer statuses with configurable transition rules.

In addition to improving transfers, we are also planning to introduce:

  • partial posting of products from suppliers

  • different asset types

Stay tuned for updates so you don’t miss these new capabilities.

If you have any questions, suggestions, or feedback about this update, please contact us via the support chat. Your input helps us understand what improvements are needed to make Orderry even better for your business.

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