Help · Stock

Transfer stock between branches

  • For: Storekeepers and managers
  • Time: About 10 minutes, plus the journey
  • Part of: Stock

The sender sends the transfer. The receiver confirms it arrived.

Before you start

  • A second location. Add it under Stock > Locations.

Steps

  1. Click Stock > Stock actions, open the Transfers tab and click New transfer.

  2. Choose From and To. Click Choose a product and type the Quantity. Click Add a product for more. Click Save draft.

    The New transfer drawer with From, To and a product line
    1. From and To
    2. Product and quantity
    3. Save draft
    Demo data

    You should see: A transfer such as TRF-MAIN-000001 opens as a Draft. Stock has not moved yet.

  3. When the goods leave, click Send stock and confirm.

    A transfer on the way with a Receive button
    1. Status
    2. Receive
    Demo data

    You should see: The status is On the way. Stock leaves the sending location.

  4. At the other end, open the transfer and click Receive.

  5. Click Receive all as sent if everything arrived. If not, change the Received quantities, choose a reason for each difference and click Receive with differences.

    You should see: The status becomes Received and the stock is added at the destination.

If something goes wrong

I cannot send the stock

The sending location does not hold enough. Check Stock levels, or lower the quantity.

Less arrived than was sent

Enter what arrived and choose a reason. The difference is recorded.

I made the transfer by mistake

While it is a Draft, click Cancel transfer. Once sent, it must be received or corrected with an adjustment.

Still stuck? See Fix common problems.

Next steps