Inter-store transfers

A transfer moves stock from a source store to a destination store, without ever changing its total quantity. It is the only correct way to reflect a physical move: your stock value stays intact, only its distribution changes.

Never transfer via adjustment

Correcting stock store by store with two manual adjustments breaks traceability and distorts the WAC. Always use a transfer: it guarantees that what leaves one store actually enters the other.

A transfer’s workflow

A transfer follows a simple two-stage cycle: you prepare it, then the receiving stock keeper validates it on arrival.

Stage	Status	Who
Preparation	Draft	Sender
Dispatch	Validated	Sender / source stock keeper
Receipt	Received	Destination stock keeper

Creating a transfer

1. Open the form

   Main menu → Stock → Transfers → New transfer.

2. Choose source and destination

   Select the source store and the destination store. They must be different.

3. Add the lines

   For each product to move: select the item and the quantity. The quantity is capped at the available stock in the source store.

4. Save as draft then validate

   A transfer in draft can still be edited. Validation commits the movement: stock leaves the source store.

5. Produce the transfer note (PDF)

   From the validated transfer, generate the PDF transfer note to attach to the goods.

6. Receipt by the stock keeper

   On arrival, the destination stock keeper validates receipt. Stock then enters the destination store.

Return and cancellation

• Return — if the goods come back (error, refusal), the stock keeper can record a return, which puts the stock back into the source store in a traced way.
• Cancellation — a transfer can be cancelled as long as it has not produced a definitive effect; the operation stays recorded in history.

Correct a store from the product page

From a product’s page, the Correct the store action creates and validates a transfer in a single gesture — handy when an item was attached to the wrong store. The quantity is pre-filled to the source availability.

Reference and history

Each transfer carries a unique reference and stays available in history, with its lines, statuses and PDF note. That is the record that lets you justify any distribution gap during an audit.

Further reading

• Stores & multi-warehouse — organise your storage locations
• Movements & WAC valuation — why value doesn’t move
• Inventory campaigns & scanning — check the real distribution