> ## Documentation Index
> Fetch the complete documentation index at: https://docs.spherecast.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Transfer orders

> How a transfer order moves stock between two of your warehouses, and how to read shipped, in-transit, and received.

## What this page is for

A **Transfer Order (TO)** moves stock **between two of your own warehouses** to rebalance inventory — taking surplus or stranded stock from a location that has too much and sending it to one that is short. Nothing is bought or built; you are just relocating stock you already own.

This page explains how to read a transfer: the quantities that track it from the sending dock to the receiving shelf, and the dates that tell you when the stock actually becomes usable at the destination.

## The header fields

| Field               | What it means                                                                                                     |
| ------------------- | ----------------------------------------------------------------------------------------------------------------- |
| **Number**          | The transfer order's identifier.                                                                                  |
| **From warehouse**  | The warehouse the stock leaves.                                                                                   |
| **To warehouse**    | The warehouse the stock arrives at.                                                                               |
| **Placed**          | The date the transfer was created.                                                                                |
| **ETA**             | Estimated arrival at the destination. (**ETA** = Estimated Time of Arrival.)                                      |
| **Truck type**      | **Reefer** (refrigerated) or **Dry**.                                                                             |
| **Route**           | An optional shipping route, which can carry a cost.                                                               |
| **Notes**           | Free-text notes for your team.                                                                                    |
| **Work order link** | An optional link to a work order this transfer feeds (for example, moving a component to where a build needs it). |

## Quantities explained

Each line item's quantity tracks the stock from dock to shelf:

| Term           | What it means                                             |
| -------------- | --------------------------------------------------------- |
| **Quantity**   | The planned / shipped quantity on that line.              |
| **Received**   | The quantity that has arrived at the destination.         |
| **Open**       | Outstanding — not yet received.                           |
| **Committed**  | Reserved to this transfer, so it can't be used elsewhere. |
| **In-transit** | Shipped but not yet received — on the truck.              |
| **Closed**     | Set on a line when no more is expected.                   |

Two things planners often miss:

* **ETR (Estimated Time of Release)** = **ETA + the destination warehouse's handling lead time**. ETA is when the truck arrives; ETR is when the stock is actually put away and **becomes available to use or ship**. Plan against ETR, not ETA, when timing matters.
* The same transfer can be read from either end: it is **incoming** stock at the To warehouse and **outgoing** stock at the From warehouse.

## Statuses

Before a transfer is written to your ERP it carries a **Spherecast-only** status; after it is written it takes on a real status from your ERP. (An **ERP** is your company's system of record. The status names below are NetSuite-style examples — the exact wording varies by company.)

| Status                  | What it means                                                           |
| ----------------------- | ----------------------------------------------------------------------- |
| **Recommended**         | A system proposal generated to cover a deficit. Not a real order yet.   |
| **Draft**               | You started a transfer but haven't submitted it. Still Spherecast-only. |
| **Pending Approval**    | Waiting for a supervisor's sign-off.                                    |
| **Pending Fulfillment** | Approved; awaiting shipment from the source warehouse.                  |
| **Partially Fulfilled** | Some of the quantity has shipped; the rest is still to go.              |
| **Pending Receipt**     | Fully shipped; awaiting receipt at the destination.                     |
| **Received**            | Everything has arrived at the destination.                              |
| **Closed**              | Settled; no further activity expected.                                  |
| **Rejected**            | The approver turned the transfer down.                                  |

Every transfer also belongs to a **scenario** — the live plan or a what-if copy — and shows a **warning** if its last write to the ERP failed.

## Step by step: rebalance a short warehouse

1. Find a warehouse projected to run short, and another holding surplus or stranded stock of the same product.
2. Create a transfer with the surplus site as the **From warehouse** and the short site as the **To warehouse**.
3. Set the **Quantity**, the **Truck type** (Reefer or Dry), and, if used, the **Route**.
4. Check the **ETR** — confirm the stock becomes available at the destination early enough to cover the shortage.
5. Route for approval, then **write it to your ERP**. See [Writing to your ERP](/guide/supply-planning/writing-to-erp).
6. Track the line: **Open** shrinks as stock ships (**In-transit** rises), then **Received** grows until the transfer is complete.

## Example

A **central warehouse** holds surplus while a **satellite warehouse** is heading toward a stockout. You create a transfer to move **300 units** from central to satellite:

* The full **300** ship, so at the central (sending) end the stock is **outgoing** and now **In-transit = 300**, **Open = 300** at the destination.
* **200** arrive first → **Received = 200**, **In-transit = 100**, **Open = 100**.
* The last **100** land → **Received = 300**, **In-transit = 0**, **Open = 0**, and the transfer reads **Received**.

If the satellite warehouse needs two days to put stock away, the **ETR** is two days after the **ETA** — that later date is when the 300 units are truly available to ship or sell.

> **Tip:** Transfers are the fastest way to cover a deficit without buying — recommended transfer orders are generated to do exactly that. Plan the arrival against **ETR**, not **ETA**, so you don't count stock as available before it's on the shelf. See [Transfers metric](/transfers), [Available](/available), and [Locations & warehouses](/guide/network/locations-warehouses).
