WIN Execution Guide — Material Transfers

Non-Authoritative Execution Guide Notice
This WIN Execution Guide is non-authoritative and supports execution of controls defined in the applicable Family Pack. Authority for control intent, requirements, approval, and change control remains solely with the Family Pack. This document does not modify, reinterpret, or replace governing documentation. Screenshots or system views, where present, are illustrative only and do not replace required system training or task qualification.

Purpose

To support consistent execution of controlled material transfer activities that ensure only approved, correctly identified materials are transferred from Warehouse to Production or other authorized destinations with full traceability.

Scope

This WIN Execution Guide applies to Warehouse-controlled transfer activities involving the movement of materials to Production or other authorized internal or external destinations.

This WIN Execution Guide does not define material release criteria, approval authority, or downstream usage requirements. Those responsibilities remain governed by the applicable Family Pack, Quality Unit, and system configuration.

Family Pack Anchor

Section 6 — AA (Auditable Artifacts)

AA-WH-TRANSFERS-RECORD — Material Transfer Record

This artifact provides evidence of controlled transfer of materials from Warehouse to Production or other authorized destinations.

Minimum evidentiary expectations include:

Material identity, lot, and quantity transferred
Release authorization prior to transfer
Destination and receiving function
Traceability to downstream use

Auditor focus: verification that only approved materials are transferred and traceability is maintained.

Section 7 — WIN (Work Instructions / Control Requirements)

WIN-WH-TRANSFERS-RECORD

Governs controlled movement of materials between Warehouse and authorized destinations.

Verify approved material status prior to transfer.
Pick and issue correct materials.
Document transfer and receiving location or function.

Control outcome: Only approved, correctly identified materials are transferred and traceability is maintained.

Authority Statement:
Authority resides in the applicable Family Pack. The AA and WIN above are reproduced verbatim for reference only and are maintained under formal change control in the Family Pack.

BPO-Owned Execution Zone — WIN Execution Guide

Step 1 — Verify Material Eligibility for Transfer

Confirm the material identity, lot, and quantity requested for transfer.
Verify the material has an approved status in the system of record prior to picking.
Materials not in an approved status are not transferred and raise a QMS Quality Event.

Step 2 — Pick and Stage Materials

Select the correct material, lot, and quantity in accordance with the transfer request.
Confirm physical material identity and labeling match system records.
Discrepancies in material identity, labeling, or quantity are stopped and raise a QMS Quality Event.

Step 3 — Execute Transfer in the System of Record

Execute the transfer transaction in the designated system of record (Wherefour).
Ensure the destination, receiving function, and quantities are accurately recorded.
Transfers not accurately recorded are corrected immediately or raise a QMS Quality Event.

Step 4 — Confirm Receipt or Handover

Confirm receipt of transferred materials by the receiving function, as applicable.
Ensure receiving confirmation aligns with the documented transfer.
Unconfirmed, rejected, or disputed transfers are escalated and raise a QMS Quality Event.

Step 5 — Maintain Traceability

Ensure transfer records support traceability to downstream use, batch records, or production orders.
When required, document transfer details in the applicable batch or production record.
Traceability gaps or documentation issues are identified and raise a QMS Quality Event.