Manage Warehouse Transfers
Efficient inventory management often requires moving stock between different physical locations or logical warehouses. The Warehouse Transfer tool allows you to record these movements accurately, ensuring your stock levels are always up to date across all branches.
Create a new transfer
To move inventory from one location to another:
- Navigate to Inventory > Warehouse Transfers.
- Click + New.
- Select the Transfer Type from the tabs at the top (Internal, Outgoing, or Incoming).
- Select the Source and Destination warehouses.
- Add the products and quantities you wish to move.
- Click Save.
Transfer Details
Configure the transfer to ensure accurate tracking.
| Field | Description |
|---|---|
| Transfer Type | Select Internal for direct moves, Outgoing to ship stock out, or Incoming to receive stock. |
| Transfer Date | The date the physical movement took place. This affects your inventory valuation reports. |
| Transfer From | The source warehouse. Stock will be deducted from this location. |
| Transferred To | The destination warehouse. Stock will be added to this location. |
| Reference | Optional. Add a tracking number, truck number, or reason for the transfer (e.g., “Restocking Downtown Branch”). |
Transfer Lifecycle & Statuses
Once a transfer is created, it moves through various stages. You can track this progress using the status bar at the top of the transfer record.
Standard Statuses
- Draft: The transfer has been created but not yet finalized or validated. Stock is not yet moved.
- In Progress: The transfer is being packed or processed.
- In Transit: (For Outgoing/Incoming) The goods have left the source but have not yet arrived at the destination.
- Cancelled: The transfer was voided and no stock changes were applied.
Completion Statuses
The final status of a completed transfer depends on the transfer type:
- Internal Transfer: Finishes as Transferred. (Stock moves immediately).
- Outgoing Transfer: Finishes as Delivered. (Indicates the destination branch has accepted the goods).
- Incoming Transfer: Finishes as Received. (Indicates you have accepted goods into your warehouse).
Managing Returns
If a transfer was made in error, or if goods were damaged during transit and need to be sent back, you can process returns directly from the transfer record.
Locate the Returns card in the right sidebar of any completed transfer.
Return Options
- Return All: Automatically creates a reverse transfer for all items and quantities in the original record. Use this for full cancellations or rejected shipments.
- Manual: Allows you to select specific items to return. Use this if only part of the shipment was damaged or incorrect.