Stock Transfers

Move inventory between stores and warehouses. Create transfer requests with line items, track shipment through initiation, transit, and receipt. This guide covers creating transfers, selecting source and destination stores, and managing the transfer lifecycle.

Module: Inventory · 7 steps · all roles

Browse Transfers
1Open Transfer List

Navigate to Inventory → Stock Transfers or go to /inventory/transfers.

Stock Transfers list showing ST numbers, from/to stores, reason badges, priority, status, item counts, and dates
2Filter & Columns
ColumnDescription
ST NumberAuto-generated transfer reference.
From StoreSource store (name + code).
To StoreDestination store (name + code).
ReasonRebalance, Consolidation, Customer Request, or Operational.
PriorityNone, Low, Medium, High, or AOG.
StatusInitiated, In Transit, Received, or Cancelled.
ItemsNumber of line items.
DateTransfer date.
Create a Transfer
3Transfer Header

Click + New Transfer at /inventory/transfers/new.

FieldRequiredDescription
ReasonYesRebalance, Consolidation, Customer Request, or Operational.
PriorityNoNone (default), Low, Medium, High, or AOG.
Transfer DateYesDate of transfer (defaults to today).
From StoreYesSelect source store.
To StoreYesSelect destination store (filtered to exclude source).
RemarksNoAdditional notes.
Stock Transfer form with reason selector, priority, date picker, from/to store dropdowns, and remarks textarea
4Add Line Items

Click Add Item and search for parts to transfer. Enter quantity, serial number, and batch number for each item.

FieldDescription
Part NumberTypeahead search by part number or description.
QuantityUnits to transfer (min 0.01).
Serial NumberSerialised tracking (optional).
Batch NumberBatch/lot reference (optional).
Unit CostCost per unit (optional).
RemarksPer-item notes.
Source and destination stores must be different. At least one line item is required with a valid part and quantity.
Workflow
5Transfer Reasons
ReasonColourUse Case
RebalanceBlueRedistribute stock for optimal availability.
ConsolidationPurpleMerge stock from multiple locations.
Customer RequestGreenFulfil a customer-specific requirement.
OperationalAmberDay-to-day operational transfers.
6Status Flow
StatusColourMeaningNext
InitiatedBlueTransfer created, awaiting dispatch.Mark In Transit
In TransitOrangeItems dispatched, en route.Mark Received
ReceivedGreenItems received at destination. Terminal.—
CancelledRedTransfer cancelled. Terminal.—
Only Initiated transfers can be edited or cancelled. Once in transit, the transfer is locked.
7Cross-Links
ActionGuide
Issue materials from storeMaterial Issues
Check stock levelsStock Overview
Audit stock countsStock Audits
Receive goods into storeGoods Receipt