How to Process Stock Transfers

Stock transfers let you shift inventory from one location to another — for example, moving stock from a central warehouse to a store or between venues. Accurately processing transfers ensures your stock levels are correct in every location and avoids inventory mismatches.

This guide shows you how to create and manage stock transfers in the system.

Steps to Process a Stock Transfer

1. Go to:

   Stock > Stock Transfers

   
   

2. Click:

   + New Transfer

Add New Transfer Details

• From Location:

  Select the location you are transferring stock from (e.g., Richmond, VIC).

• To Location:

  Select the destination location you are transferring stock to (e.g., Melbourne, VIC).

  Tip: Make sure both locations are correct — this directly affects stock levels in each place.

• Description:

  Add a short note or purpose for the transfer (e.g., "Weekly stock restock for Melbourne Store").

Notes

• You can add notes to provide further details or updates about the transfer.
• If no notes are added, the system will display "There are no notes to display."

Why Process Stock Transfers?

• Keeps stock levels accurate across multiple locations.
• Tracks stock movement for better inventory control.
• Prevents overstocking or stockouts at specific venues.