As your business grows beyond a single stockroom, you’ll need to move physical goods between locations. Maybe you’re restocking a Point of Sale storefront from a primary warehouse, or shuffling materials to a manufacturing floor.
The Transfer Orders module makes sure stock doesn’t get “lost in the ether” while it’s on a delivery truck.
The Transfer Lifecycle
A Transfer Order works a lot like a Sales Order — except the “Customer” is your own secondary location.
Create the Transfer Order
Navigate to Inventory > Transfers and click New Transfer.
Define Locations
Select the Transfer From warehouse (where the inventory lives right now) and the Transferred To warehouse (where it needs to go).
Add Items
Add the items and quantities you’re moving. The system verifies that the source warehouse actually has enough Available Stock to fulfill the request.
Transit Accounts: When a transfer is in progress, stock is deducted from the source warehouse but not immediately added to the destination. It sits in a temporary “In Transit” status. This prevents the destination store from accidentally selling items that are still on a truck halfway across the city.
Mark as In Transit
When the goods physically leave the source warehouse, update the Transfer Order status to In Transit.
Receive at Destination
When the shipment arrives, the receiving manager opens the Transfer Order and marks it Received. Only at that exact moment is the stock added to the destination warehouse’s available inventory count.
Transfer Status Lifecycle
- Draft: Transfer is being prepared — no stock movement yet.
- In Progress: Transfer has been initiated.
- In Transit: Goods have left the source warehouse.
- Transferred: Stock has been dispatched (for Outgoing type).
- Received: Stock has arrived and been accepted at the destination.
- Delivered: Delivery confirmed.
- Cancelled: Transfer was voided.
Inter-Company Transfers (Advanced)
If you operate multiple distinct legal entities (organizations) within your Sevenledger environment, a simple warehouse transfer won’t be legally compliant.
Moving physical goods between two distinct tax entities requires a financial transaction:
- Org A creates a standard Sales Order and issues an Invoice to Org B.
- Org B receives the stock via a standard Purchase Order and logs a Vendor Bill.