Stock Transfers Stock

Lists stock moved from one business location to another and tracks each transfer through pending, in-transit, and completed status.

The table shows each transfer's date, reference number, source location, destination location, status, shipping charges, total amount, and any notes. There is no filter bar on this screen — all transfers for the business are listed, restricted to the locations the signed-in user is permitted to see.

Click Add in the top-right to open the stock transfer form and record a new transfer. Each row's action buttons let you View the transfer's line items in a modal, Print an invoice, Edit it (only while its status is not Completed), and Delete it (only within the business's configured transaction-edit window, calculated from the transfer date).

Status starts at Pending, moves to In Transit, and finally Completed; clicking the status badge on a transfer that isn't yet completed lets you advance it. Total amount and purchase-price figures are only shown to users holding the view_purchase_price permission — otherwise the column displays a dash.

Viewing and creating transfers both require the purchase.view or purchase.create permission (transfers reuse the purchase permission set rather than having their own).

Step-by-step Workflow

1. Review the transfer listScan source location, destination location, status, and total amount for each transfer.
2. Create a transferClick Add, then choose the source and destination locations and the products to move between them.
3. Save the transferSubmitting deducts stock from the source location; the transfer starts with status Pending.
4. Advance the statusClick the status badge to move the transfer from Pending to In Transit and then to Completed as stock physically arrives.
5. View or print detailsOpen the eye icon to review line items, or print an invoice for the transfer.
6. Edit or delete if neededEdit an incomplete transfer, or delete it within the transaction-edit window if it was created in error.