Stock transfers

If you run more than one store or location, a stock transfer is how you move products from one to another. You create the transfer at the sending store, send it, and the receiving store confirms it — stock comes down at the source and up at the destination, automatically.

Who uses itManagers across two or more stores.

When to use itTo balance stock between locations.

Where to find itOpen Inventory → Stock transfers.

Overview

One store runs low while another has plenty? Instead of guessing or adjusting counts by hand at both ends, you create a transfer. It's a single document that the two stores share. It keeps both locations' counts honest because the stock leaves one and arrives at the other as a recorded, matched movement — never a manual fudge.

A transfer is a journey with stages. It starts as a draft, then it's sent (stock leaves the source), and finally it's received (stock arrives at the destination). Each side does its part, and you can always see where a transfer is up to.

The create stock transfer screen with a destination store and product lines — Creating a transfer: choose the destination store and add the products and quantities to send.

Why it's useful

Both stores stay accurate. Stock drops at the sender and rises at the receiver in one matched action — no double entry, no drift.
You move stock to where it sells. Shift slow-moving items from a quiet branch to a busy one before they expire or tie up cash.
There's a clear paper trail. Every transfer is a document you can look back on, and each end appears in Stock Activity.
Stock in transit is visible. You can see what has left one store but not yet arrived at the other.

The stages of a transfer

Stage	What it means	Effect on stock
Draft	Being prepared at the source store.	None yet.
In transit	Sent — stock has left the source and is on its way.	Lowered at the source.
Received	The destination has confirmed what arrived.	Raised at the destination.

Making a transfer, step by step

Create the transfer
At the sending store, open Inventory → Stock transfers and start a new one. Choose the destination store (one of the locations you have access to), and optionally an expected arrival date.
Add the products
Search for each product and enter how many to send. For batch-tracked products, pick the specific batch you're moving. You can save it as a draft to finish later, or save and send straight away.
Send it
When you dispatch the transfer, the stock is removed from the source store and the transfer becomes In transit. The items are now on their way and accounted for as in transit.
Receive it at the other end
At the destination store, open the transfer and confirm what arrived, entering the received quantity per line. This adds the stock to the destination store and marks the transfer Received.
Handle any shortfall
If less arrived than was sent (a box went missing, something was damaged), enter the smaller number and give a reason. Only what actually arrived is added to the destination, so the records stay truthful.

Two people, two stores, one document

The sender and receiver can be different people at different locations. If you have access to both stores, you can do both ends yourself — but you never have to coordinate counts by hand.

Tips & best practices

Receive promptly. Until the destination confirms, the stock shows as in transit rather than on the shelf — confirm it the day it arrives.
Count what arrives. Check the boxes against the transfer; recording an honest shortfall keeps both stores accurate.
Set an expected arrival date. It helps the receiving store know when to look out for the delivery.
Use transfers, not adjustments, between stores. Adjusting stock down at one store and up at the other by hand breaks the link — a transfer keeps them matched.

Notes & warnings

Stock leaves the source as soon as you send. Once a transfer is in transit, those items are no longer available to sell at the source store — make sure you're sending the right quantities.

Transfers need more than one store. If your company has a single location there's nowhere to transfer to; use adjustments for corrections instead.

Related: Stock overview · Stores · Batches & expiry