A transfer moves stock from one branch or warehouse to another. The goods leave one place and arrive at the other in the same step.
Use it when a branch runs low and another has plenty, or when goods leave your warehouse for a shop.
Before you start
- You need at least two places on Branches & Warehouses.
- Your role needs the Transfer Stock and Return to Suppliers permission.
Step 1. Open Transfers
In the side menu, under Inventory & Warehouses, select Transfers. The page lists your past transfers.
Step 2. Start a new transfer
Press New transfer. Choose where the goods leave in From, and where they go in To.
If you see Choose two different places., the two boxes name the same place.
Step 3. Add the items
In Item, search by name or SKU and pick the item. Type how many in Quantity. Press Add item for each other item. You can add a note in Notes.
Step 4. Move the goods
Press Transfer. You see Transfer done. The stock is at its new place.
If you see a message that there is not enough of an item at the place sending it, with the amount available there, lower the quantity to that amount or less.
Step 5. Read a transfer
The list shows each Transfer number, From, To, Items and when it was Transferred. Use the From and To filters to find one. Open a transfer to see who made it, its notes, and how many of each item Moved.
Step 6. Send the goods back
On a transfer's page, press Transfer back. A new transfer opens with the two places swapped and the same items. Check the quantities and press Transfer.
Result
The stock shows at its new place on Inventory, and Stock Movements shows each transfer as Sent out at one place and Received in at the other.