Transferring Stock Between Locations/Warehouses
Supply’d stock transfers improve accuracy, ensure availability, and update locations in real time for streamlined operations.
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 platform. Following this process helps maintain accurate inventory levels and ensures all transfers are properly recorded.
Inventory - 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, locations (from and to), date, items moved, quantities, and the total value.
Adding a Transfer
Select From & To Warehouses
Transfer From Warehouse
In the Transfer From Warehouse field, use the drop-down menu to select the location you want to move the stock from.
Transfer To Warehouse
In the Transfer To Warehouse field, use the drop-down menu to choose the warehouse or location you want to move the stock to.
Once these details have been entered, additional fields will appear for you to add the products.
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 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 three dots beside the item to open the menu.
Assign Batches
Opens the Assign Batches form 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.
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.
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
Downloads the Pick List in preparation for selecting the items to be transferred.
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 become limited, so ensure all changes are made before updating the transfer status.
Modify Transfer
Opens the Edit Transfer form where you can amend any details required.
Click 
to save the changes.
Cancel Transfer
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 .
Options in the 3 dot menu at this stage are:
Download > Pick List
Download the Pick List showing the items picked for this transfer.
Receives > Receive #
Lists the Receive number(s).
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