Creating a Stock Transfer

A transfer moves stock from one location to another — loading a van for the day, returning unsold stock, restocking a store from the warehouse, and so on. A transfer starts life as a draft: you set up the route first, then add items, and nothing moves until you confirm and dispatch it.

Step 1 — Create the draftCopy Anchor Link

1. Open Items → Transfers from the sidebar.
2. Click New Transfer.
3. On the Create transfer page, fill in:
   • Transfer type — the business context for the movement: Van loading, Van return, Store receiving, Inter-store, Manufacturing to warehouse, or Manual.
   • Transfer date — when the transfer is initiated (defaults to today).
   • From location — the source that dispatches the stock.
   • To location — the destination that receives it. It must be different from the source, and both pickers only offer active locations, shown as "Name (CODE)".
   • Expected receipt date (optional) — an ETA the receiving side can plan around.
   • Reference ID and Reference type (optional) — link the transfer to a source document or workflow (Day cycle, Manual, or Production order) for reporting.
   • Operational notes (optional) — handling or receiving instructions for the teams involved.
4. The Summary Preview panel on the right shows the route and dates as you go — sanity-check it, then click Create transfer.
5. You'll see a "Transfer created" confirmation and land on the new transfer's detail page. The transfer is now in DRAFT status with no items yet.

Step 2 — Add itemsCopy Anchor Link

Items can only be added while the transfer is a draft.

1. On the transfer's detail page, click Add Items.
2. The Add Transfer Items drawer opens. Search by item name or item ID, then click an item to select it (click again to unselect).
3. Each selected item appears in the Selected panel at the top with its available quantity and a quantity box — set how many units to move (minimum 1).
4. Click Add N items to transfer. The items appear in the transfer's item table with their requested quantities.

You can repeat this to add more items, as long as the transfer is still a draft.

Step 3 — Confirm and dispatchCopy Anchor Link

When the draft is complete, dispatch it to actually move the stock — see Tracking and Receiving Transfers. Until then, a draft can still be cancelled harmlessly: no stock has moved yet.

Where to go nextCopy Anchor Link

• Tracking and Receiving Transfers
• Managing Inventory Locations
• Tips and FAQ