Transfers

Before you start#

Each store keeps its own stock, so transfers need at least two stores in your organization, and you need access to both. If you have only one store, the Transfers page says so and no stock moves.

See Stores and organizations to add another store.

Transfer status#

Create a transfer#

1. Open Transfers from your desk and click New transfer.
2. Pick the From store and the To store.
3. Optionally set the Expected arrival date.
4. Add a line for each item: search by name or SKU, then enter the quantity.
5. Add a Note, such as the courier or crate count.
6. Click Create draft.

A draft can still be edited. Open it from the list to change lines, then click Save draft.

Send a transfer#

When the goods leave, click Send on the transfer in the list.

Sending takes the stock out of the origin store and records it as a transfer out in the stock history.

Receive a transfer#

1. When the goods arrive, click Receive on the transfer.
2. Enter the quantity received on each line. The Outstanding number shows what is still expected.
3. Add a Note for anything unusual, such as a short delivery or damage in transit.
4. Click Receive stock.

Stock is added to the destination store when you confirm. If only part arrived, the transfer becomes Partially received; receive the rest later the same way.

Track transfers#

The Transfers list shows each transfer's route, units, expected date and status. Search by transfer number. The cards at the top show how many transfers are In transit, how many were Received, and the Units moving that have not arrived yet.