Move stock between warehouses

A warehouse transfer moves an inventory item between locations in the same company. It does not record a customer sale or a purchase from a supplier.

Where to go: Products & Inventory → Transfer Orders. This entry is available after warehouses are enabled and when your access allows it. Review warehouse activation first; activation cannot simply be switched off afterward.

Before you transfer

Confirm the actual movement date, source and destination warehouses, item, and quantity. The locations must differ. Check available stock at the movement date, not just today’s total, and confirm that the selected item is tracked inventory.

Create and complete a transfer

1. Create a new transfer order and review its number, date, reference, and source/destination locations.
2. Select the inventory items and quantities that actually move. Review any displayed cost information; do not use a selling price as a replacement for inventory cost.
3. Use Save as Draft while preparing the document. A draft does not complete the stock movement.
4. When ready, review Save & Complete Transfer and confirm the intended source and destination before submitting.
5. Open the saved transfer and check its completed status. Review both locations’ item activity and the company total.

The current new-transfer form completes the source-out and destination-in together. It does not offer a normal separate dispatch-then-receive process. Do not describe a new draft as stock already in transit or create a second transfer to represent receipt.

Example: move two units

Location	Before	After a completed 2-unit transfer
Main Stockroom	10	8
Service Depot	5	7
Company total	15	15

The company quantity stays 15. Check costs using the configured cost scope; warehouse location tracking and warehouse cost pools are separate settings.

Correct the right stage

Transfer state	Action to review
Draft	Edit or delete the draft when permitted.
An existing in-transit record	Review Cancel transfer and its effect; this can occur on older records even though new entry uses one-step completion.
Completed	Review Void transfer, related stock activity, dates, and any restrictions before reversing it.
Voided	Treat the record as historical. Do not assume it can be edited back into an active transfer.

An available button is not a guarantee that all downstream stock or period checks will pass. Resolve the displayed blocker and keep the audit trail. Do not create a sale/purchase pair or a stock adjustment just to hide a failed transfer.

If one warehouse looks wrong, compare Inventory Item Details and Inventory Valuation at the same date and location before entering another movement.