Transferring Stock Between Locations/Warehouses
Supply’d stock transfers improve accuracy, ensure availability, and update locations in real time for streamlined operations.
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.
Adding a Transfer
To add a Transfer, navigate to the Inventory section from the main menu and then select the Transfers tab.
The Transfers tab within the Inventory page displays all added transfers. Each transfer’s current stage is indicated by a colour-coded status label.
To add a transfer, click Add+ in the top right corner. The Add Transfer from will open.
Transfer From Warehouse
Choose the location you are transferring stock from.
Transfer To Warehouse
Choose the location you are transferring stock to.
Transfer Number
Automatically entered and is unique to this transfer.
Once these details have been entered, additional fields will appear for you to add the products.
Product
Clicking on or typing in this field will bring up a list of your products to choose from.
Qty
Add the quantity to transfer.
Hovering over the 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 display a warning message.
Additional Options for Items
Clicking on the 3 dots beside an item will open a menu.
Assign Batches
Opens the Assign Batches form enabling you to assign batch numbers to the item being transferred.
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.
Click the three dots in the top right corner to remove assignments.
Remove Item
Will remove the item from the transfer.
Additional Options
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.
Placing the Transfer
Once all the details have been completed, click 
.
The transfer will be appear on the Transfers list marked as 
.
Additional Options after Placing a 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, will mark the transfer as 
.
You will be asked to confirm.
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.
???? Transfer Approvals ?????
Some businesses may require transfers placed by staff to be approved. You can find out more about setting up user approval in the Users document.
After a user requiring approval sends through an transfer, the approvers will be sent an email to review the transfer. If the approver is happy with the transfer they can simply click Approve in the email and follow the steps on the website, or view the transfer in question in the Inventory section of the website.
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. 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
Receives > Receive #
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