Inventory Transfers

This section guides you through how to move and correct your inventory quantities.

• Transfers between warehouses
• Movement within a warehouse (locations)
• Add or remove inventory (corrections) manually or using a CSV import

Inventory Transfers Between Warehouses

Creating a transfer of inventory between warehouses consists of four steps:

1. Build an inventory transfer list Just a list of items with quantities. This does not allocate inventory
2. Process the inventory transfer Confirm the quantities to transfer and create a goods-out note; this allcoates inventory
3. Ship the goods-out note Transfer goods-out notes fall into the same process as sales goods-out notes. Once shipped your inventory levels are reduced. The items are considered "in transit"
4. Receive the inventory at destination warehouse When the items arrive at the destination warehouse the staff can book them in from the Stock in transit report. This will increase the inventory

1. Build an inventory transfer list

1. Go to Products > Stock transfers.
2. Use the Add a new inventory transfer region on the right-hand side to choose From and To which warehouse the transfer will be made, then click New Inventory transfer.
3. In the Add field, begin typing the name of the item to be transferred, select it from the list.
4. Enter the quantity to be transferred and click Add item.
5. Continue to add items to the list.
6. You can still update the warehouses in this screen if you need to. You can leave this screen and your list will be saved for later.

When you are finished creating your transfer list, go on to process your transfer...

2. Process the inventory transfer (create a goods-out note)

This step allows you to see what you have on hand for each item (at each location within the from warehouse). You can confirm how many you want to transfer and from where.

1. If you are picking up a previous transfer, go to Products > Stock transfers and click the View link next to the transfer. If you are continusing from above you will already be in this screen.
2. Once you have finished adding items to your transfer list, click the Process this transfer button.
3. Each item is listed with the on hand quantity available for transferring. Confirm the quantities to transfer by entering the amount in the boxes. The number above indicates how many you specified.
   Note: It is not possible to part transfer a line, you will need to go back and edit your transfer list. Click the ID at the top.

3. Ship the goods-out note (goods out)

1. If you are picking up a previous transfer, go to Products > Stock transfers. If you are continuing from above you will already be in this screen.
2. Click the Print link next to the transfer. The goods-out note is displayed.
3. Process the goods-out note through your pick, pack and ship steps like a normal sales goods-out note.

As soon as the goods-out note is marked as "shipped", the items will be removed from inventory. They will remain "in transit" until they are received into the destination warehouse.

You can only transfer items that you have "on hand", since the allocated items have been allocated specifically from a location within your warehouse.

4. Receive the inventory at destination warehouse (goods in)

Until the items are booked in at the destination warehouse they are considered "in transit" and can be seen on the Stock in transit report. When they arrive at the destination warehouse the staff can confirm that they have been received and move them into stock, either one at a time, or in batches:

Go to Products > Stock in Transit, where you will see your transferred items waiting to be received.

Receive individual items:

1. Click the Actions icon at the end of the row.
2. Select the relevant warehouse location (if you are using locations) and click Move item to transfer into inventory.

Receive batches of items:

1. Filter the list to the warehouse into which the items are being received.
2. Tick the checkbox next to each item to be received into stock.
3. Click the Release items button above the list.
4. Items will be release into the default product location, if you are not using warehouse locations you don't need to worry about this bit. If you want to receive any items into a different location you will have to do it on a product-by-product basis as above.
5. Click the Receive goods button.

As soon as the items are marked as received the inventory levels are increased and the items are removed from the list.