Everyday stock management

Transfer stock between locations

Create a draft, dispatch stock and receive it at the destination.

1 min readUpdated
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Step by step

  1. Open Transfers and choose New transfer.
  2. Set From location and To location. Add products, quantities and any notes, then Save transfer.
  3. Review any required approval. Open the transfer and choose the shipping action when stock leaves the source.
  4. At the destination, open the transfer and choose Receive stock. Enter the quantities actually received.
  5. Check stock at both locations and the transfer status.

Good to know

Saving a draft does not move stock. Dispatching removes stock from the source; receiving adds it to the destination.

If you get stuck

If the destination has no stock yet, check that the transfer has been received, not only shipped.

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Available actions depend on your role, enabled modules and plan.

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