Stock Location Transfer
An Item Transfer records stock moving between your own locations. Nothing is bought or sold — the goods stay yours, and the value simply moves from one warehouse to another. It keeps location-level stock accurate and leaves an audit trail for internal logistics.
Where to find it
Go to Items & Services > Transfer > + Add New Transfer, or use New > Transfer.
Header field reference
| Field | Description |
|---|---|
| From Location | The source warehouse. The system checks there is enough stock here to cover the transfer. |
| To Location | The destination the stock arrives at. |
| Date | The date the goods physically moved. |
| Reference | The unique tracking number, editable to match a dispatch note. |
| Branch / Department | The organisational unit the movement belongs to. |
Items Section
| Column | Description |
|---|---|
| Item | The stock item being moved. |
| Batch / Expiry | The batch being transferred, so traceability survives the move. |
| Quantity | How many units are moving. It cannot exceed what is available at the source. |
Memo
Notes about the movement — the vehicle, the driver, or who authorised it.
Attachments (Choose File)
Attach the dispatch note or a signed receipt from the destination.
Action Buttons
| Button | What it does |
|---|---|
| Update | Recalculates without committing. |
| Process Transfer | Finalises it, moving stock between the two locations. |
What happens in the background
Stock decreases at the source and increases at the destination by the same quantity and value. Total stock on hand across the company is unchanged, and there is no profit or loss — a transfer moves value, it does not create or destroy it.
Transfers are the honest answer to "the stock is here but the system says it is there". Reaching for an adjustment at both ends does the same thing to the numbers but loses the link between the two movements.
Related pages
- Transfer List — find existing transfers
- Transfer View — read one in detail
- Locations — setting up warehouses
- New Adjustment — when stock changes rather than moves