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Inventory & purchasing

Stock Transfers

Move inventory between warehouses, stores, and vans with the route, items, units, date, and user recorded at both ends.

At a glance

The numbers on your screen, explained

What each Stock Transfers number means and where it comes from — so you know where to act.

Transfers · 30 days4
6 all time

Number of stock transfer groups recorded in the last 30 days.

Units moved · 30 days14

Total units moved through stock transfers during the last 30 days.

Rebalance suggestions3

Items low at one location while another location has spare stock available.

Busiest route7
Pickup → Main Distribution

The route with the most units transferred in the selected history.

Sample numbers from a demo workspace.

Rebalance

Move stock from spare locations to low locations before buying more

The transfer workspace surfaces rebalance suggestions when one site is low and another has spare units, then lets teams start a transfer for that route and item group.

  • See product, source site, destination site, and move quantity
  • Start a transfer from a suggested row
  • Use transfers instead of unnecessary supplier orders

History

Review every transfer by route, item, unit count, date, and person

Transfer history is searchable and filterable by source, destination, and date. Each row records the transfer number, route, items, units moved, notes, and who made the move.

  • Search by number, product, person, or note
  • Filter from and to warehouses
  • Export transfer history to CSV

Create

Build a transfer with only stock that is available at the source

The transfer editor lets teams pick source and destination locations, then choose products and quantities from stock available at the source so locations stay accountable.

  • Choose from and to warehouses
  • Select products with available source stock
  • Transfer back from an existing transfer when needed

Everything included

Everything in Stock Transfers

Use it to rebalance availability, supply a branch, or support a fulfillment handoff.

Location rebalancing

Move stock from sites with spare quantity to sites that are low.

Source and destination

Record the warehouse stock leaves and the warehouse that receives it.

Itemized transfers

Move one or many product variants with quantities on the same transfer.

Transfer search

Find transfers by number, product, person, note, source, destination, or date.

CSV export

Export the transfer history for operations review or physical stock checks.

Recorded by person

Preserve who made the transfer so stock movement questions have an owner.

Transfer back action

Open a past transfer and start a reverse move when stock needs to be returned.

How it works

Stock Transfers, step by step

  1. 01

    Review rebalance suggestions

    Check which items are low at one site while another site has enough spare stock.

  2. 02

    Choose the route

    Select source and destination warehouses or start from a suggested row.

  3. 03

    Confirm items and quantities

    Pick products available at the source and enter the quantities to move.

  4. 04

    Record and review

    Save the transfer so both ends are recorded and the movement remains searchable.

FAQ

Stock Transfers questions

Can’t find what you need? Our team is happy to help.

In this workspace, stock leaves the source and arrives at the destination in one step, with both sides recorded in transfer and movement history.

Yes. Rebalance suggestions appear when one location is low and another has spare stock.

Yes. The stock transfer list includes CSV export with transfer number, route, items, units, date, and person context.

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