Transferring Stock Between Locations/Warehouses
Supply’d stock transfers improve accuracy, ensure availability, and update locations in real time for streamlined operations.
In Supply’d, transfers allow you to move stock between warehouses or locations while keeping inventory levels accurate and up to date. Transfers help you track where products are stored, maintain clear stock visibility across sites, and ensure inventory movements are properly recorded for reporting and traceability.
Transfers in Supply’d can be done through the app or with a Supply'd handheld scanner.
👉 For details on performing transfers using a scanner, see the Stock Transfer (Scanner) document.
This guide provides step-by-step instructions for transferring stock from one location to another within the Supply'd app.
The Transfers Page
Selecting Inventory from the main menu and then going to the Transfers tab, you will see a list of any transfers you have created.
The progress of each transfer is clearly shown using colour-coded status labels.
- Indicates a transfer order that has been started but not yet placed.
- The transfer order has been placed and is now awaiting picking.
- The order has been picked and is ready to be received at the destination location.
- The transfer is currently being received.
- The transfer has been received and is now complete.
- The transfer has been cancelled and will not proceed.
Transfer Details
Clicking on a transfer will open its details, including the transfer number, status, dates, locations (from and to), items moved, quantities, and the total value.
Adding a Transfer
Select the Products & Quantities
Product
Clicking on, or typing in, this field will bring up a list of your products to choose from.
For example, you want to transfer a number of Chocolate Unicorns. If you start to type "Unicorns" in this field, a list of matching products will show for you to select from.
Qty
Add the quantity of this product that you would like to transfer.
Repeat for all products you would like to transfer.
Hovering over the Qty number a pop-up will appear showing inventory numbers - Required, Available and On Hand.
If you don't have enough stock for the transfer, you'll see a yellow dot. Hovering over this field will show the inventory numbers and also display a warning message.
Assign Batches for the Transfer Items
To assign batch numbers to a transfer, click the 3 dots beside the item and select Assign Batches.
The Assign Batches form will open enabling you to assign batch numbers to the item being transferred.
Add the number from each batch you want to transfer by clicking the 
to reach the desired number.
If the number is large, you can click the 0 and type the number in - 
If selecting stock from multiple batches, make sure the quantities add up to the total you want to transfer.
The yellow box displays the total selected out of the required quantity.
Once the total selected across the various batches reaches the required amount, this box will turn green, and the batch quantity fields will change from green to grey, preventing you from adding more than the required amount.
Click 
to assign the batches.
A blue dot will appear next to items on the transfer, indicating that batch numbers have been assigned. Hovering over the dot will display a pop-up with the associated batch details.
Pick the Transfer Order Items
Physically pick the items for the order. Once picked, mark the order as picked.
👉 See Additional Options After Placing the Transfer for instructions on downloading the pick list and marking items as picked.
Alternatively, once the transfer is placed in the app, it will appear on the pick list on the scanner, just like sales orders do. For example, a manager might create the transfer in the app, and then a staff member can see it on their scanner and complete the picking process as part of their Pick & Pack (Scanner).
Additional Options Prior to Placing the Transfer
Prior to placing the order, clicking the 3 dots in the top right corner will open a menu with additional options for the transfer.
Place Transfer
An alternative to the 
button at the bottom of the form.
Remove
Will remove the transfer.
Additional Options After Placing the Transfer
Clicking on the transfer will open its detailed view.
While the transfer is still at the Order Placed stage, clicking the 3 dots in the top right will bring up this menu:
Download > Pick List & Pack Slip
Pick List
Downloads the Pick List in preparation for selecting the items to be transferred.
Pack Slip
Downloads the Pack Slip listing all the items that have been packed as part of the transfer.
Mark As > Picked
Once the items have been picked, clicking this will mark the transfer as 
.
You will be asked to confirm.
Transfer items must be marked as Picked before they can be received at the destination warehouse. Once marked as Picked, editing options are limited and the transfer can no longer be modified or cancelled, so be sure all changes are completed before updating the transfer status.
Modify Transfer
This opens the Edit Transfer form, where you can update or amend the transfer details as needed.
While editing the transfer the status will be 
.
Click 
to save the changes.
Cancel Transfer
Selecting this will cancel the transfer. You will be asked to confirm.
Receiving the Transfer
Once the transfer has been picked and sent to the transfer destination, for the transfer to be complete it must be Received at the Transfer To Warehouse location.
On the Inventory page, go to the Transfers tab and select the transfer you want to receive.
Click the 3 dots in the top right corner and choose Receive Transfer.
Continue as explained in the Receiving Purchase Orders document.
While the receive is in progress, the status will appear as .
Once the receive is finalised, the transfer will be marked as .
Additional Options for Completed Transfers
Options in the 3 dot menu at this stage are:
Download >
Pick List
Downloads the Pick List showing the items picked for this transfer.
Pack Slip
Downloads the Pack Slip listing all the items that have been packed as part of the transfer.
Receives
Lists the Receive number(s).
Filtering the Transfers List
On the Transfers page, the 3 lines next to the 3 dots in the top right let you filter the transfers list, while the magnifying glass allows you to search for specific transfers.
Clicking on the magnifying glass, you can search the transfers list by transfer number.
Clicking the 3 lines opens the Filter Transfers form, giving you access to all available filtering options.
Transfer Status
Filter the list by the status of the transfer.
From Warehouse
Select the warehouse/location the stock has been (or is being) transferred from to filter the list.
To Warehouse
Select the warehouse/location the stock has been (or is being) transferred to to filter the list.
Transfer Date Range
Select the date range you wish to filter by. Click 
to set the range.
Click 
to view the list based on your selected criteria.
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