Transfers¶

Transfers help you manage inventory movement between warehouses.
They ensure accurate stock tracking when products are moved internally, without affecting sales or customer-facing availability incorrectly.

Overview¶

From the Transfers section, you can:

Move inventory from one warehouse to another
Track incoming stock during transit
Monitor transfer status (Pending, Partial, Completed)
Maintain accurate warehouse-level inventory

Transfers are internal operations and do not create customer orders.

Transfers Listing¶

The Transfers list shows all inventory movements across warehouses.

Tabs¶

You can filter transfers by status:

All – Shows every transfer
Pending – Transfer created but not yet received
Partial – Some items received, transfer still open
Completed – All items received successfully

You can refine transfers using:

Search by transfer name
Filter by Origin warehouse
Filter by Destination warehouse
Sort transfers by date or status

These tools help manage high transfer volumes efficiently.

Transfer Table Columns¶

ID¶

Unique identifier for the transfer

Transfer¶

Displays the transfer name
Typically shown as Origin → Destination

Status¶

Pending – Items not yet received
Partial – Some quantities received
Completed – Transfer fully received

Received¶

Shows received quantity vs total quantity
Progress indicator helps track completion

Creating a Transfer¶

To create a new transfer, click Create transfer.

Create Transfer Form¶

Origin¶

Select the warehouse from which inventory will be deducted.

Destination¶

Select the warehouse where inventory will be received.

Inventory will not be added to the destination until items are marked as received.

Select Product¶

Search and select products to include in the transfer.

For each product:

Specify the quantity to transfer
Quantity is reserved from origin warehouse stock

Shipment Details¶

Shipment details help track physical movement of goods.

Estimated Arrival¶

Expected delivery date for the transfer
Used for planning and inventory forecasting

Tracking Number¶

Optional tracking ID provided by the shipping carrier
Useful for logistics coordination

Shipping Carrier¶

Select the carrier handling the transfer
Carriers are managed under Shipping Carriers

Additional Details¶

Reference Number¶

Optional internal reference
Useful for purchase orders, invoices, or internal audits

Completing a Transfer¶

After creation:

Inventory is deducted from origin
Inventory is marked as incoming at destination
Stock becomes available only after receiving items

Receiving items updates the transfer status automatically.

Transfer Status Flow¶

Pending: No items received
Partial: Some items received
Completed: All items received

Best Practices¶

Use transfers instead of manual inventory edits
Always verify origin stock before creating a transfer
Update received quantities promptly
Use reference numbers for audits
Track estimated arrival for better planning

Common Issues & Fixes¶

Negative stock at origin

Verify available inventory before transfer
Check for committed orders

Inventory not appearing at destination

Ensure items are marked as received
Check transfer status

Transfer stuck in pending

Confirm receiving workflow is completed
Verify quantities received

Wrong warehouse selected

Cancel and recreate transfer if not yet processed

Inventory – Stock availability and adjustments
Warehouse – Storage locations
Shipping Carriers – Logistics partners
Products – Product-level inventory
Orders – Committed stock handling

Next Steps¶

Create transfers for warehouse restocking
Monitor partial transfers closely
Align transfers with inventory audits
Review warehouse priority rules

Transfers ensure accurate stock movement and reliable fulfillment across multiple locations.