Stock Transfers

Overview

Transfer inventory between warehouse locations and manage stock movements.

Creating a Stock Transfer

Step 1: Start Transfer

  1. Go to "Inventory" > "Stock Transfers"
  2. Click "Create Transfer"
  3. You will see the transfer form

Step 2: Select Locations

  • From Location: Source warehouse
  • To Location: Destination warehouse

Step 3: Add Items

  1. Click "Add Item"
  2. Select product
  3. Enter quantity to transfer
  4. Repeat for all items

Step 4: Complete Transfer

  • Review transfer details
  • Click "Create Transfer"
  • Transfer is recorded

Transfer Status

Transfer States

  • Draft: Transfer created but not confirmed
  • Pending: Transfer awaiting receipt
  • In Transit: Transfer in progress
  • Received: Transfer completed
  • Cancelled: Transfer cancelled

Tracking Transfers

  1. Go to "Inventory" > "Stock Transfers"
  2. View transfer list
  3. Check status of each transfer
  4. Click on transfer for details

Receiving Transfers

Confirming Receipt

  1. Go to "Inventory" > "Stock Transfers"
  2. Click on pending transfer
  3. Verify items received
  4. Click "Confirm Receipt"
  5. Stock is updated at destination

Partial Receipt

  • You can receive partial quantities
  • Remaining items stay in transit
  • Complete receipt when all items arrive

Transfer Reports

Available Reports

  • Transfer History
  • In-Transit Inventory
  • Transfer by Location
  • Transfer Discrepancies

Generating Reports

  1. Go to "Inventory" > "Stock Transfers"
  2. Click "Reports"
  3. Select report type
  4. Choose date range
  5. Click "Generate"

Best Practices

  • Verify quantities before transfer
  • Use transfer references
  • Confirm receipt promptly
  • Investigate discrepancies
  • Keep transfer records