What is Stock Transfer?

Questions:

  • What is a stock transfer and why should I use it?
  • How do I move stock from one warehouse to another?
  • What details do I need to fill in to create a stock transfer?

Tags: Stock-transfer

Description:

Stock Transfer lets you move product quantity from one warehouse to another.
For example, moving items from your main warehouse to a store or branch.

The Stock Transfer Export helps you download an Excel report showing who moved what, when, and between which warehouses.

This is useful for :

  • Tracking stock movement

  • Checking inventory changes

  • Reports and audits

  • Finance and reconciliation

Solution:

Steps to create a stock transfer

You can create a stock transfer directly from the Product Overview.

  1. Go to Product Overview
    Product Management -> Product -> Manage Products
  2. Click the three dots next to the product you want
  3. Click the Stock Transfer option
  4. A side panel will open
  5. Enter Transfer Details

    Fill in the following fields:

    • Outgoing Warehouse
      → The warehouse where the stock is coming from

    • Ingoing Warehouse
      → The warehouse where the stock is going to

    • Message (Required)
      → Add a short note like “Restock branch” or “Internal transfer”

    • Quantity
      → Enter how many items you want to move

  6. Save the Transfer
    • Click Save

    • If everything is correct:

      • You’ll see a success message

      • The side panel closes automatically

    • If something is wrong:

      • An error message will tell you what needs fixing

👉Important Rules to Remember !!!
  • You cannot select the same warehouse for both outgoing and ingoing

  • Quantity must be greater than 0

  • Message is mandatory

  • Warehouses must already exist in the system

Tips and Tricks:

⚡ Things to know about stock transfer
  1. Check warehouses carefully before saving

  2. Always add a clear message (like “Restock store”)

  3. Make sure stock is available in the outgoing warehouse

  4. Start small if you’re unsure about the quantity

  5. Wait for the success message to confirm it’s done

  6. Use Stock Transfer Export to track and verify movements

  7. Fix errors immediately if you see an error message

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