Move stock from one location to another at once, and see every past transfer.
Where to find itCatalogueLocations & stockTransfers
Before you start
Needs two active locations and stock tracking. More than one location is included from the Scale plan.
Plan
Scale
Needs
Included with the plan
Who can use this
Shop owner, Shop Manager, Shop Product Manager
A transfer takes stock out of one location and puts it into another immediately, for example to restock a dark store from the warehouse.
Start a transfer
On Catalogue › Locations & stock, select Transfer stock. The button is on the Locations and Transfers tabs while you have more than one location and stock tracking is on.
Choose the two locations
From: where the stock is now.
To: where it goes.
Add the products
Under Add products, search by name, barcode or ID and select each product. Only products that track stock can be added. For a product with variants, add its variants.
Each line shows the quantity At source. Enter the Quantity to move. The cross removes a line.
One transfer can move at most 200 products.
Add a note and transfer
Add a Note if you want, such as Weekly restock, and select Transfer.
The stock moves straight away, and the transfer is recorded on the Transfers tab and in the stock history.
The Transfers tab
Each row shows the transfer number, Date, From, To, Products, Units in stock (the total quantity moved), By and Note. Details opens the stock history filtered to that transfer. Older loads earlier transfers.
With stock tracking off, the tab shows Stock tracking is off: "Your shop does not track stock, so no new transfer can be made. Transfers made before stay listed below, read-only." The Transfer stock button is hidden, and the form's address answers "Stock tracking is off for your shop. Turn it on in Settings to do this."
Who can transfer
Person
May transfer
Owner, and staff of all locations
Between any two active locations, at once
Staff assigned to some locations
From their own locations, to their own locations. To any location when the owner ticked May send stock to any location
Staff assigned to some locations, with Transfer approval on