Stock Transfer Workflow

How is this workflow audited?

Every step — from record creation through status changes such as Received, Approved, In Transit, and Delivered - Discrepancy — is logged automatically within assess.one, creating a complete, timestamped audit trail. This trail is retained for compliance review and can be exported for internal or external audits without additional configuration.

Who has access to the stock transfer workflow?

Access is role-based and configured directly in assess.one, typically covering warehouse staff who create and dispatch transfers, approvers for high-value routing decisions, and destination teams confirming receipt. Administrators define these roles and permissions within the platform, ensuring only authorised users can trigger approvals or status changes.

How does this integrate with existing warehouse or ERP systems?

Notifications, approvals, and status updates are configured inside assess.one, including email and Slack alerts for events like insufficient stock or transfer rejection. Where broader system connectivity is needed, integrations are set up within the platform's configuration rather than requiring external development work.

How long does implementation take?

The template is ready to use and can be published in minutes, with no lengthy implementation project required. Once published, the team can begin routing transfer requests immediately using the built-in status and approval logic.

What happens at the value threshold decision point?

When a transfer request is submitted, the workflow automatically routes based on the configured value threshold: transfers below the threshold proceed directly, while those above are set to Awaiting Approval and routed to a designated approver. This ensures high-value stock movements receive appropriate oversight before dispatch.

Can the approval logic and thresholds be customised?

Yes, approval routing rules, value thresholds, notification recipients, and status labels can all be adjusted directly within assess.one without needing developer involvement. Organisations can tailor the workflow to reflect their specific approval hierarchy and inventory control policies.

What happens if stock is unavailable at intake?

The workflow checks stock availability immediately after record creation and, if insufficient, automatically notifies the requester and sets the record status to Cancelled. This prevents unfulfillable transfer requests from progressing further into the approval or dispatch stages.

How are receipt discrepancies handled?

Upon receipt confirmation at the destination, the outcome is persisted and routed accordingly; if a mismatch is detected, the record status is set to Delivered - Discrepancy for follow-up investigation. This ensures discrepancies are flagged systematically rather than resolved informally outside the audit trail.

What compliance considerations apply to this workflow?

The workflow supports compliance requirements around inventory control and financial oversight by enforcing approval routing for high-value transfers and maintaining a full status history. This structure supports internal controls frameworks and can be referenced during audit or SOX-style reviews of inventory movement processes.

Who is notified when a transfer is rejected?

When an approver rejects a transfer, the workflow automatically notifies the original requester and updates the record status to Rejected. This closes the loop without requiring manual follow-up from the approver or warehouse team.