Stock Transfers
Overview
Transfer inventory between warehouse locations and manage stock movements.
Creating a Stock Transfer
Step 1: Start Transfer
- Go to "Inventory" > "Stock Transfers"
- Click "Create Transfer"
- You will see the transfer form
Step 2: Select Locations
- From Location: Source warehouse
- To Location: Destination warehouse
Step 3: Add Items
- Click "Add Item"
- Select product
- Enter quantity to transfer
- 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
- Go to "Inventory" > "Stock Transfers"
- View transfer list
- Check status of each transfer
- Click on transfer for details
Receiving Transfers
Confirming Receipt
- Go to "Inventory" > "Stock Transfers"
- Click on pending transfer
- Verify items received
- Click "Confirm Receipt"
- 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
- Go to "Inventory" > "Stock Transfers"
- Click "Reports"
- Select report type
- Choose date range
- Click "Generate"
Best Practices
- Verify quantities before transfer
- Use transfer references
- Confirm receipt promptly
- Investigate discrepancies
- Keep transfer records