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WORKFLOW: Transfers Between Locations

his article details the workflow of transferring stock between multiple locations. Check out these workflows on Purchase Orders or Item Receipts if you are looking for other ways to keep your inventory management accurate.

Overview

To initiate a product transfer between locations, navigate to Products > Stock Controls > Transfers > New Transfer.

By default, the system sets the Source Facility (the "send from" location) to the facility you're currently logged into. However, this can be changed during setup, allowing for centralized transfer management.

Transfer Statuses:

  • Pending – The transfer is still in progress and products remain in the Source Facility's inventory. Use this status while building and editing transfers.

  • Sent – Products have been removed from the Source Facility's inventory but are not yet available in the Target Facility. The inventory will update once the transfer is received.

Key Fields:

  • Source Facility – The location sending the products. Defaults to your current facility but can be changed.

  • Target Facility – The destination location receiving the products.

 

 

 

 

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