Transfer stock between locations

Use Stock transfers to move existing stock. Viewing, creating and posting transfers require the corresponding permissions. You need stock at the source and access to the relevant warehouse.

Prepare the transfer

1. Open Stock transfers and start a new transfer.
2. In Coming from, choose A warehouse or Unload a vehicle, then select From warehouse or From vehicle.
3. Choose Destination and To warehouse or Vehicle. Warehouse-to-warehouse transfers need different warehouses. Unloading a vehicle goes back to a warehouse.
4. Check Transfer date and optionally enter Notes.
5. Under What to send, use Add a product to search by name or code (at least two characters), then select a result. Enter a positive Qty for each line and compare Available.
6. Select Save draft. Nothing has moved yet.

Changing the source clears the product lines because the displayed availability belongs to the old source. For a vehicle load, Start from a load template may be available; review its quantities against actual stock before saving.

Post after checking

Open the draft and check products, quantities, source and destination. Select Post transfer, read the confirmation and select Post transfer again. Not yet closes the confirmation.

Posting normally moves stock out of the source and into the destination. It cannot be undone by editing the transfer afterwards. The system rejects invalid endpoints or unavailable stock; resolve the reported issue before retrying.

For vehicles configured to require acceptance, posting can submit the movement for the other party’s acceptance while the transfer stays draft. Check the resulting status and stock; do not assume stock moved solely because you pressed Post transfer. This guide covers the Admin transfer, not operation of another application.