Transfer stock between locations

If you have more than one location, each location has its own stock. When one location has too much and another too little, you move the stock with a transfer. That way the numbers stay right at both locations.

How a transfer works

• When you start it, the stock comes off the location it leaves straight away. The stock history shows this as To another location.
• When you book it in, it is added at the location it goes to, as From another location.
• The products move at the average supply price they had at the location they come from.
• A transfer is listed on the Orders tab, next to your orders from suppliers.

Start a transfer

1. Go to Catalog › Products in the menu, click Add and choose Transfer.
2. Under From and to, choose the From location and the To location.
3. Fill in Expected on and a Note if you like, for example why you move the stock.
4. Under Products, search the products you move and enter the quantity per product.
5. Click Start, or Save draft if you do not want to send it yet. A draft takes nothing off the stock yet.

Book a transfer in

1. Open the transfer on the Orders tab and click Book delivery in.
2. Enter per product how many arrived. That cannot be more than was sent.
3. If nothing more will arrive, tick Nothing more will come: close the order. What did not arrive then goes back on the stock of the location that sent it.
4. Click Book in.

If not everything arrives at once, the transfer gets the status Partially received and you book the rest in later.

Cancel a transfer

If nothing has been booked in yet, choose Actions › Cancel on the transfer. The stock goes back to the location it came from, and the transfer stays visible as Cancelled.

Frequently asked questions