Stock transfers
Move stock between locations while preserving the business total and confirming physical receipt.
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A stocktake is not a shortcut
Can I use a stocktake to fix a missing receipt or transfer?
No. A stocktake records what is physically present and explains variances. Record the missing receipt, transfer or waste through its correct workflow, then use the ledger to trace the history.
Transfers change location, not total stock
When should I dispatch and receive a stock transfer?
Dispatch when stock physically leaves the source. The destination confirms receipt only after counting the delivery. A transfer changes where stock is held, not total business stock.
A partner request is not a stock movement
Does a submitted partner supply request deduct stock?
No. A submitted request is reviewed first. Stock moves only when fulfilment dispatches it, and the destination confirms what physically arrived.
Who can use it
Before you start
- The stock has physically left or is ready to leave the source location.
Know the screen
1
Source and destination
Defines where stock leaves and arrives.
2
Transfer status
Tracks dispatch and receipt separately.
Step by step
1
Choose source, destination and actual moved quantity.
2
Dispatch when stock physically leaves the source.
3
Confirm receipt after the destination counts the delivery.
Watch out
- A transfer changes location, not the total business stock.
UAT screen reference
Screen reference is captured from the UAT page after this workflow is verified.
Pending verified UAT capture
Source page: /inventory/transfers