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Stock Transfers

Move stock from one location to another.

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Written by Zachary Marble

Stock > Stock Transfers: move stock from one location to another, for example from a warehouse to a store.

Statuses

  • Draft: being prepared.

  • Pending: created, not yet shipped.

  • Shipped: on its way.

  • Partially Received and Received: the destination confirmed part, or all, of the items.

  • Canceled: called off.

Create a stock transfer

Click New Stock Transfer and fill in:

  • Source location and Destination location.

  • Document date, Expected delivery date, and Notes: optional.

  • Stock transfer items: each row shows what is available at the origin; enter the Quantity Requested and the Receiving Unit of Measure.

Ship the transfer from the source, then the destination confirms what arrived.

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