Inventory Location Transfer List
The Inventory Transfer List allows the user to track and manage the movement of stock between different business locations or warehouses. This feature ensures that stock levels remain accurate across the entire organization by recording exactly when and where items are being moved. Managing transfers here helps prevent stock discrepancies and provides a clear audit trail for internal logistics. To access this list, navigate to Inventory > Click the "Inventory Transfer" Tab.
Filters Section
Filters help the user quickly locate specific transfer records based on destination, origin, or date.
- Reference: Search for a specific transfer using its unique reference number.
- Date: Filter transfers that occurred within a specific date range (e.g., 22/12/2025 - 22/03/2026).
- Item: Select a specific item to view all transfer history related to that product.
- From Location: View transfers originating from a specific warehouse or branch.
- To Location: View transfers destined for a specific warehouse or branch.
- Search Button: Click the green Search button to refresh the list based on the applied filters.
Add New Transfer
The blue + Add New Transfer button opens the transfer entry form. The user can use this to select items, specify the source and destination locations, and enter the quantities to be moved.
Inventory Transfer Table
This table displays the summary data for all stock movements between locations.
- Reference (#): The unique ID for the transfer record. Clicking the blue link (e.g., 003/2026) opens the Detailed View.
- Date: The date the transfer was recorded.
- From Location: The origin warehouse where the stock was deducted (e.g., Default, Erode, A1).
- To Location: The destination warehouse where the stock was added (e.g., Salem, A1, Default).
- Total Cost: The total financial value of the items being transferred.
- Status: Displays the current state of the transfer.
Transfer Status
- Transferred: The movement is finalized. Stock has been successfully deducted from the source and added to the destination location.
- Draft: The transfer record is saved but not yet finalized. Stock levels remain unchanged until the user processes the record.
Action Buttons & More Options
Each record features a More dropdown menu for management:
- Edit: Modify transfer details.
- Print: Generate a PDF or physical copy of the transfer note to accompany the physical goods.
- Void: Cancel the transfer record and reverse any stock impact if the entry was made in error.