Stock Transfers

Transfer inventory between branches - Move stock from one location to another efficiently.

Overview

Stock Transfers allow you to move inventory from one branch to another. This is essential for businesses with multiple locations that need to redistribute stock based on demand.

Creating a Stock Transfer

Step 1: Access Stock Transfers

From main menu, click Inventory → Stock Transfers
Click "New Transfer" button

Step 2: Select Source and Destination

Transfer Details

From Branch - Source location (where stock is now)
To Branch - Destination location (where stock is going)
Transfer Date - When the transfer occurs
Reference - Optional reference number or note

Important: Ensure source branch has sufficient stock before creating transfer.

Step 3: Add Products to Transfer

Select Products

Choose products and variants you want to transfer

Enter Quantities

Specify how many units to transfer for each product

Verify Stock

System shows available stock in source branch

Step 4: Save Transfer

Review the transfer and click "Save Transfer"

Transfer Status Workflow

Status	Meaning	Stock Impact
Pending	Transfer created, awaiting completion	Stock reserved in source
Completed	Transfer fully processed	Stock deducted from source, added to destination
Cancelled	Transfer cancelled	No stock change

Completing a Transfer

When physical transfer is done:

Open Transfer

Go to Stock Transfers list and open the pending transfer

Verify Receipt

Confirm that products were physically received at destination

Complete Transfer

Click "Complete Transfer" button

Stock Updated

Stock levels automatically update in both branches

Best Practices

Plan Ahead: Schedule transfers based on demand forecasting

Check Stock: Always verify available stock before initiating transfer

Keep Records: Maintain proper documentation of all transfers

Complete Promptly: Don't leave transfers in pending status too long

Common Scenarios

Scenario 1: Regular Stock Redistribution

Use Case: Monthly redistribution of stock across branches

Analyze stock levels in all branches
Identify branches with excess stock
Create transfers to move stock to branches with low levels
Complete transfers when physically moved

Scenario 2: Emergency Stock Replenishment

Use Case: Urgent need for products at a specific branch

Identify branch needing stock
Find branch with available stock
Create urgent transfer
Process immediately

Troubleshooting

Issue	Solution
Cannot create transfer - insufficient stock	Check actual stock levels in source branch
Transfer stuck in pending status	Complete or cancel the transfer to update stock
Wrong quantities transferred	Cancel transfer and create new one with correct quantities