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Transfers

A transfer moves stock from one warehouse to another, tracked through three stages: Pending → In Transit → Received (or Cancelled).

  • Pending — the transfer has been created but nothing has left the source warehouse yet.
  • In Transit — once sent, stock is deducted from the source warehouse.
  • Received — once received at the destination, stock is added there.
  • Cancelled — available from Pending or In Transit. Cancelling an in-transit transfer restores the stock it had deducted from the source.

Creating a transfer

Transfers are built in two steps, the same way Sales and Purchase Orders are: create the transfer first, then add its lines.

  1. Go to Transfers and click New transfer.
  2. Choose the source and destination warehouses and save. The transfer is created in Pending with no lines yet.
  3. On the transfer's page, use Add line to add each product and quantity you're moving.
  4. Send it when the stock physically leaves, and mark it received at the other end.