Transfers between stores

Depends on your plan

This page is part of the Stock ledger, counts, adjustments and transfers feature. If it is not in your plan, you will not see it in the menu. See Plans and features.

A transfer moves stock between two stores — for example from your central warehouse to a branch. Sending takes the stock out of the first store (it is in transit); the receiving store enters what arrived. Anything short is recorded with a reason.

Create and send

1. Go to Inventory → Transfers → New transfer.
2. Choose From store and To store.
3. Add items and quantities.
4. Save draft to finish later, or open it and select Send (take out of stock).

Receive

At the receiving store:

1. Open the transfer (status In transit).
2. For each item enter what Arrived. If less arrived, enter Why less arrived.
3. Select Receive into stock.

The transfer shows who created, sent and received it, and when. A draft can be cancelled with Cancel transfer.

Statuses: Draft → In transit → Received (or Cancelled).

You need the Transfer stock between locations permission.