Step 8 of 13: Stock Transfers

Stock Transfers

Transfer stock between locations

Stock Transfers

Transfer inventory items between locations and branches. Track shipments and receive incoming transfers.

Administrator Transfer Access

Full access to create and manage all transfers

Transfer Workflow

Pending
Approved
In Transit
Received

Creating a Transfer

1

Navigate to Stock Transfers

Click "Stock Transfers" in the sidebar

2

Click "New Transfer"

Start a new transfer request

3

Select Locations

Choose the "From" location and "To" location

4

Add Items

Select items and quantities to transfer

5

Submit for Approval

The transfer request is sent for approval

Transfer Actions

Approve

Approve pending transfer requests

Ship

Mark items as shipped / in transit

Receive

Confirm receipt at destination

Cancel

Cancel a pending transfer

Stock Adjustments

Stock levels at the source location are reduced when items are shipped. Stock at the destination is increased when items are received.

Stock Transfers

Transfer inventory items between locations and branches. Track shipments and receive incoming transfers.

Department Manager Transfer Access

Create and manage transfers for your branch

Transfer Workflow

Pending
Approved
In Transit
Received

Creating a Transfer

1

Navigate to Stock Transfers

Click "Stock Transfers" in the sidebar

2

Click "New Transfer"

Start a new transfer request

3

Select Locations

Choose the "From" location and "To" location

4

Add Items

Select items and quantities to transfer

5

Submit for Approval

The transfer request is sent for approval

Transfer Actions

Approve

Approve pending transfer requests

Ship

Mark items as shipped / in transit

Receive

Confirm receipt at destination

Cancel

Cancel a pending transfer

Stock Adjustments

Stock levels at the source location are reduced when items are shipped. Stock at the destination is increased when items are received.