Inventory
Transferring stock between branches and confirming receipt
"New transfer" from one store to another, "Send transfer", then "Confirm receipt" in the receiving branch, with owner approval if enabled, and suggested moves.
Verified against the product on 1 min read
Steps
- Open "Transfers" (from Inventory) and press "New transfer".
- Choose "From store" and "To store" (they must differ), then "Add product", search, and enter the "Quantity" per item; the sending branch's "on hand" shows.
- Write a "Note (optional)…" and press "Send transfer". The status is "In transit" — or "Pending approval" if "Require transfer approval" is on in Settings, in which case the owner presses "Approve transfer".
- In the receiving branch: open the transfer and press "Confirm receipt" (or "Reject"). The status becomes "Received".
- For suggestions: the "Suggested moves" section shows branches below minimum against branches with surplus — "Create" makes the transfer directly.
What happens in the books
Stock moves at cost from branch to branch with an entry carrying both branches; no sales and no purchases.
What the system does not do
It does not print a waybill or track the driver.
Common questions
- Where are the goods between sending and receiving?
- In the "In transit" status: out of the sending branch and not yet in the receiving one until "Confirm receipt"; they count for neither.
- The receiving branch got a smaller quantity.
- It confirms the actual quantity; the difference shows on the transfer and is handled with a stock adjustment in the sending branch with the reason.
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In the same section
- Adding a new product: name, price, barcode and minimum stockFrom the inventory screen: "New product" with name, sell price, cost, barcode, minimum stock, category and image, and when to enable variants, serials or batches.
- Adjusting one item's quantity: restock, damage, correction, or openingFrom the item page: "Adjust stock" with a reason; Restock, Damage / loss, Count correction, Opening quantity, then "Apply"; every adjustment is booked and logged.
- Categories: creating them and categorising items in bulkAdding a category from "Manage categories" or while creating a product, categorising several items at once, and where categories show at the till and in reports.
- Cycle counts: counting a shelf without stopping salesCreating a "New count", entering the "Counted quantity" per item, reviewing "Variance" and "Variance value", then "Commit count"; differences are booked automatically.
- Importing products from a CSV file (with opening quantities)A CSV with code, name and price (required) plus cost, quantity and barcode (optional), then "Import products": a dry run first; per-row errors never stop the rest.
- Printing barcode labels for itemsFrom the inventory screen: "Print labels", search the items and add them with the number of labels, then "Print" on a label printer or label sheets.
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