Walkthrough: Stock Transfer
Move stock from one warehouse or location to another while keeping dispatch, transit, and receipt clear.
Before You Start
- The source and destination warehouses exist.
- The item has enough available stock at the source.
- The receiving team knows the transfer is coming.
- You have permission to create, dispatch, or receive transfers.
Steps
- Open Transfers or Stock Transfer.
- Create a new transfer and select source warehouse and destination warehouse.
- Add items and quantities to transfer.
- Review availability, notes, and required documents.
- Submit or dispatch the transfer according to your role.
- At destination, receive the transfer and confirm actual quantity received.
- Record any mismatch, damage, or rejected quantity before closing the transfer.
Success Check
- Source stock decreases and destination stock increases after receipt.
- The transfer status reflects pending, in transit, received, partial, or resolved as appropriate.
- Movement history shows both dispatch and receipt activity.
Support escalation
Open support guide
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