Transfer stock
A transfer moves stock from one location to another inside your firm — between warehouses, rooms, or racks. Use a transfer when goods are physically moved without being sold or returned.
Open the transfer modal
- Open Inventory in the sidebar and click Stock.
- Open the dropdown at the top right and pick Transfer Stock. The Transfer Stock modal opens.
The action only appears if your role has the transfer permission.
Record a transfer
- Pick the product head from Select head….
- Pick the product code from Select code….
- Enter the quantity in the field showing
0. - Choose the unit — the field shows Loading… while it loads, then Select unit. If only one unit is allowed for the product, it is filled in for you.
- Pick the source location: From Godown, From Room, From Rack. As soon as a code is picked, each option shows the quantity sitting at that location, and locations with a single in-stock option auto-fill.
- Pick the destination location: To Godown, To Room, To Rack. The destination cannot be the same rack as the source.
- Add a note in Any notes about this transfer… if there is anything worth recording.
- Optionally drag and drop attachments (PDF, images, Word — up to 50 MB each).
- Click Transfer.
The transfer reduces the quantity at the source and adds it at the destination. The movement appears in Transfer History and in the Stock snapshot.
Review past transfers
From the same dropdown on Stock, pick Transfer History. The modal lists every transfer with filters at the top:
- All heads… lets you filter to a specific product head.
- All codes… (showing Pick head first until a head is selected) narrows further to a code.
- From Date and To Date limit the range.
Click any row to open its detail view — who logged it, when, and the items moved.
Common questions
Can a transfer be undone?
Raise a reverse transfer that moves the stock back. The original entry stays in the history for audit.
What if the source quantity is wrong?
Stop and investigate before transferring. The location list inside the modal shows the qty hint per rack — if the snapshot is genuinely wrong, an administrator with physical-adjustment permission can correct it via Physical Stock Entry from the Stock dropdown.