Stock Transfers

Stock Transfers manage the movement of inventory between warehouses, locations, or bins within your organization.

Overview

Stock Transfers enable you to:

• Move stock between warehouses
• Transfer between locations
• Track transfer status
• Manage in-transit inventory
• Document transfer reasons
• Generate transfer reports

Accessing Stock Transfers

Navigate to Inventory → Stock Transfers from the main menu.

Transfer List

Viewing Transfers

Stock Transfers

Filter: [All Transfers ▼] [Status ▼] [Date Range ▼]

┌────────────────────────────────────────────────────────────────┐
│ Transfer     │ From         │ To           │ Items │ Status    │
├────────────────────────────────────────────────────────────────┤
│ TRF-2026-089│ Main WH      │ West Branch  │ 25    │ In Transit│
│ TRF-2026-085│ East Branch  │ Main WH      │ 12    │ Received  │
│ TRF-2026-078│ Main WH      │ Retail Store │ 45    │ Completed │
│ TRF-2026-065│ West Branch  │ East Branch  │ 8     │ Cancelled │
│ TRF-2026-045│ Main WH      │ Overflow     │ 156   │ Completed │
└────────────────────────────────────────────────────────────────┘

In Transit: 25 items ($4,567.89)
Showing 1-5 of 89 transfers

[+ New Transfer]

Transfer Status

Status Flow

Status	Description
Draft	Transfer created, not submitted
Pending	Awaiting approval
Approved	Ready for picking
Picking	Items being picked
Shipped	In transit to destination
In Transit	Moving between locations
Received	Arrived at destination
Completed	Transfer finalized
Cancelled	Transfer cancelled

Status Workflow

Transfer Workflow

Draft → Pending → Approved → Picking → Shipped → In Transit → Received → Completed
                     ↓                                              ↓
                 Rejected                                       Partially
                     ↓                                           Received
                 Cancelled

Creating Transfers

New Stock Transfer

1. Click New Transfer
2. Select source location
3. Select destination
4. Add items to transfer
5. Submit transfer

Transfer Form

New Stock Transfer

Transfer Details:
├─ Transfer Number: TRF-2026-090 (auto)
├─ Transfer Date: [01/23/2026]
├─ Expected Arrival: [01/25/2026]
└─ Priority: [Normal ▼]

Locations:
├─ From: [Select Source ▼]
│  ├─ Main Warehouse
│  ├─ East Branch
│  ├─ West Branch
│  └─ Retail Store
│
└─ To: [Select Destination ▼]
   ├─ Main Warehouse
   ├─ East Branch
   ├─ West Branch
   └─ Retail Store

Reason:
[Select Reason ▼]
├─ Stock Rebalancing
├─ Customer Demand
├─ Low Stock Replenishment
├─ Seasonal Adjustment
└─ Other

Notes:
[                                                    ]

[Cancel] [Continue to Items]

Adding Transfer Items

Add Items to Transfer: TRF-2026-090

From: Main Warehouse → To: West Branch

Search Products: [_________________________] [Search]

Available Stock at Main Warehouse:
┌────────────────────────────────────────────────────────────┐
│ [x] │ Widget Pro       │ WDG-PRO-001 │ Avail: 156 │ [10] │
│ [x] │ Gadget Plus      │ GDG-PLS-001 │ Avail: 89  │ [5]  │
│ [ ] │ Cable Kit        │ CBL-KIT-001 │ Avail: 234 │ [0]  │
│ [x] │ Power Supply     │ PWR-SUP-001 │ Avail: 67  │ [10] │
└────────────────────────────────────────────────────────────┘

Transfer Items:
┌────────────────────────────────────────────────────────────┐
│ Product          │ SKU         │ From Bin │ Qty │ Value   │
├────────────────────────────────────────────────────────────┤
│ Widget Pro       │ WDG-PRO-001 │ A-01-01  │ 10  │ $799.90 │
│ Gadget Plus      │ GDG-PLS-001 │ A-02-03  │ 5   │ $649.95 │
│ Power Supply     │ PWR-SUP-001 │ B-01-02  │ 10  │ $549.90 │
├────────────────────────────────────────────────────────────┤
│ Total Transfer Value:                          │$1,999.75 │
└────────────────────────────────────────────────────────────┘

[Back] [Save as Draft] [Submit Transfer]

Transfer Details

Viewing Transfer

Stock Transfer: TRF-2026-089

Transfer Information:
├─ Transfer Number: TRF-2026-089
├─ Status: In Transit
├─ Created: January 22, 2026
├─ Created By: John Smith
└─ Shipped: January 22, 2026 3:30 PM

Locations:
├─ From: Main Warehouse
├─ To: West Branch
└─ Expected Arrival: January 24, 2026

Transfer Items:
┌────────────────────────────────────────────────────────────┐
│ Product          │ SKU         │ Qty Sent │ Qty Recv │ Var│
├────────────────────────────────────────────────────────────┤
│ Widget Pro       │ WDG-PRO-001 │ 10       │ -        │ -  │
│ Gadget Plus      │ GDG-PLS-001 │ 5        │ -        │ -  │
│ Power Supply     │ PWR-SUP-001 │ 10       │ -        │ -  │
├────────────────────────────────────────────────────────────┤
│ Total:                         │ 25       │ -        │ -  │
└────────────────────────────────────────────────────────────┘

Transfer Value: $1,999.75

[Print Packing List] [Update Status] [Cancel Transfer]

Transfer Processing

Picking Items

Pick Transfer Items: TRF-2026-089

Picking List:

┌────────────────────────────────────────────────────────────┐
│ Product          │ Location │ Qty │ Picked │ Status       │
├────────────────────────────────────────────────────────────┤
│ Widget Pro       │ A-01-01  │ 10  │ [10]   │ ✓ Complete   │
│ Gadget Plus      │ A-02-03  │ 5   │ [5]    │ ✓ Complete   │
│ Power Supply     │ B-01-02  │ 10  │ [8]    │ ⚠️ Partial   │
└────────────────────────────────────────────────────────────┘

Pick Status: 23 of 25 items picked

Short Pick Notes:
Power Supply: Only 8 available in bin, 2 on backorder

[Save Progress] [Complete Picking]

Shipping Transfer

Ship Transfer: TRF-2026-089

Shipping Details:
├─ Carrier: [Internal Transport ▼]
├─ Tracking Number: [_________________________]
├─ Ship Date: [01/22/2026]
└─ Expected Arrival: [01/24/2026]

Package Details:
├─ Packages: [1]
├─ Total Weight: [25.5 lbs]
└─ Dimensions: [24" x 18" x 12"]

Items Shipped:
┌────────────────────────────────────────────────────────────┐
│ Product          │ Requested │ Picked │ Shipping │ Short  │
├────────────────────────────────────────────────────────────┤
│ Widget Pro       │ 10        │ 10     │ 10       │ 0      │
│ Gadget Plus      │ 5         │ 5      │ 5        │ 0      │
│ Power Supply     │ 10        │ 8      │ 8        │ 2      │
├────────────────────────────────────────────────────────────┤
│ Total:           │ 25        │ 23     │ 23       │ 2      │
└────────────────────────────────────────────────────────────┘

[  ] Create backorder transfer for short items

[Cancel] [Confirm Shipment]

Receiving Transfer

Receive Transfer: TRF-2026-089

From: Main Warehouse
Shipped: January 22, 2026
Tracking: INT-2026-089

Receive Items:
┌────────────────────────────────────────────────────────────┐
│ Product          │ Shipped │ Received │ Dest Bin │ Variance│
├────────────────────────────────────────────────────────────┤
│ Widget Pro       │ 10      │ [10]     │ [C-01-01]│ 0       │
│ Gadget Plus      │ 5       │ [5]      │ [C-02-03]│ 0       │
│ Power Supply     │ 8       │ [8]      │ [D-01-02]│ 0       │
└────────────────────────────────────────────────────────────┘

Receiving Notes:
[                                                    ]

Condition:
○ All items in good condition
○ Some items damaged (specify below)
○ Items missing (specify below)

[Save Progress] [Complete Receipt]

Transfer Approval

Approval Workflow

Transfer Approval: TRF-2026-089

Transfer Summary:
├─ From: Main Warehouse
├─ To: West Branch
├─ Items: 25 products
├─ Value: $1,999.75
└─ Requested By: John Smith

Approval Required:
├─ Reason: Value exceeds $1,000 threshold
└─ Approver: Warehouse Manager

Approval Options:
○ Approve transfer
○ Reject transfer
○ Request modifications

Comments:
[                                                    ]

[Reject] [Approve]

Transfer Reports

Transfer Summary Report

Transfer Summary Report

Date Range: January 1 - January 22, 2026

┌────────────────────────────────────────────────────────────┐
│ Metric                              │ Count    │ Value     │
├────────────────────────────────────────────────────────────┤
│ Total Transfers                     │ 89       │ $67,890   │
│ Completed                           │ 78       │ $58,456   │
│ In Transit                          │ 8        │ $7,890    │
│ Cancelled                           │ 3        │ $1,544    │
└────────────────────────────────────────────────────────────┘

By Location:
┌────────────────────────────────────────────────────────────┐
│ Location         │ Sent     │ Received │ Net Change       │
├────────────────────────────────────────────────────────────┤
│ Main Warehouse   │ 456      │ 234      │ -222 units       │
│ West Branch      │ 123      │ 289      │ +166 units       │
│ East Branch      │ 89       │ 145      │ +56 units        │
│ Retail Store     │ 234      │ 234      │ 0 units          │
└────────────────────────────────────────────────────────────┘

[Export Report]

In-Transit Report

In-Transit Inventory

Currently in transit between locations:

┌────────────────────────────────────────────────────────────┐
│ Transfer     │ Route           │ Items │ Value   │ ETA     │
├────────────────────────────────────────────────────────────┤
│ TRF-2026-089│ Main→West       │ 23    │ $1,840  │ Jan 24  │
│ TRF-2026-087│ East→Main       │ 45    │ $3,456  │ Jan 23  │
│ TRF-2026-086│ Main→Retail     │ 12    │ $890    │ Jan 23  │
├────────────────────────────────────────────────────────────┤
│ Total In Transit:             │ 80    │ $6,186  │         │
└────────────────────────────────────────────────────────────┘

⚠️ 1 transfer overdue (TRF-2026-082)

Best Practices

Planning Transfers

• Review stock levels before transfer
• Consider demand at both locations
• Plan for transit time
• Group related items together

Processing

• Pick items carefully
• Document any variances
• Use proper packaging
• Track all shipments

Receiving

• Inspect items on arrival
• Report damages immediately
• Verify quantities accurately
• Update bin locations

Troubleshooting

Common Issues

Transfer stuck in "In Transit"

• Check if received at destination
• Verify tracking information
• Contact destination location
• Manually update if needed

Quantity variance on receipt

• Document actual counts
• Report short shipments
• Investigate discrepancies
• Adjust inventory if needed

Cannot create transfer

• Verify stock availability
• Check user permissions
• Ensure locations are active
• Review transfer limits

Items not at expected bin

• Verify pick location
• Check for bin transfers
• Update bin assignment
• Perform cycle count

Related Documentation

Learn about Stock Adjustments for other inventory changes.