Transfer stock

A stock transfer moves parts from one storage location to another: from the receiving bay to the rack they belong on, from one store to another, or out of a location you are about to archive. The stock leaves one place and arrives at the other in the same step.

#Before you start

• You need Warehouse: Edit.
• If your account is limited to some Locations, you cannot post a transfer: warehouse stock belongs to no single Location.
• Both storage locations must already exist. See Set up storage locations.

#Post a transfer

1. In the sidebar, open Warehouse > Stock Transfer. To move one part, you can also expand its row on the Stock Register and click Stock Transfer; that part is placed on the first line for you.
2. In Move from, choose where the parts are now. Archived locations are offered here too, so you can empty one.
3. In Move to, choose where they are going. Only active locations are offered.
4. Check Moved on. It defaults to today and cannot be a future date.
5. On the first line, pick the part. The line shows how many are available at the source.
6. Enter the Quantity, and a line note if useful.
7. Click + Add line for each further part.
8. Click Move, which names how many lines it will move.

A green message gives the transfer's number, such as TRF-2026-0001, with the number of lines and the total quantity, and a link to open it under Stock Documents.

#What a transfer does to value

#Rules worth knowing

• All or nothing. If any line cannot be moved, for example because there is not enough at the source, nothing is posted.
• A posted transfer cannot be edited. To undo one, transfer the parts back.
• Every transfer is kept. Open it again from Warehouse > Stock Documents.

#Troubleshooting