> For the complete documentation index, see [llms.txt](https://help.supplyd.co/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.supplyd.co/supplyd-erp/inventory/transferring-stock-between-locations-warehouses.md). # Transferring Stock Between Locations/Warehouses 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. {% hint style="success" %} 👉 For details on performing transfers using a scanner, see the [Stock Transfer (Scanner)](/supplyd-erp/scanner/stock-transfer-scanner.md) document. {% endhint %} This guide provides step-by-step instructions for transferring stock from one location to another within the Supply'd app. * [#adding-a-transfer](#adding-a-transfer "mention") * [#adding-a-transfer-1](#adding-a-transfer-1 "mention") * [#additional-options-prior-to-placing-the-transfer](#additional-options-prior-to-placing-the-transfer "mention") * [#additional-options-after-placing-the-transfer](#additional-options-after-placing-the-transfer "mention") * [#receiving-the-transfer](#receiving-the-transfer "mention") *** ## 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.
{% hint style="success" %} 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. {% endhint %} *** ### 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.
{% hint style="info" %} A blue dot next to items on the transfer indicates that batch numbers have been assigned. Hovering over the dot will display a pop-up with the associated batch details. {% endhint %} *** ## Adding a Transfer
*** {% stepper %} {% step %} #### Open the Transfers Tab Select **Inventory** from the main menu, then open the **Transfers** tab.
*** {% endstep %} {% step %} #### Click Add + Click **Add +** in the top right corner to create a new transfer.
The **Add Transfer** form will open.
*** {% endstep %} {% step %} #### Select From & To Warehouses
**Transfer From Warehouse** Select the warehouse/location you want to move the stock **from**.
**Transfer To Warehouse** Choose the warehouse/location you want to move the stock **to**.
{% hint style="info" %} **Transfer Number** This number is automatically entered and is unique to this transfer. Transfer numbers all start with "**T**". {% endhint %}
Once these details have been entered, additional fields will appear for you to add the products.
*** {% endstep %} {% step %} #### 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.
{% hint style="success" %} Hovering over the Qty number a pop-up will appear showing inventory numbers - Required, Available and On Hand. {% endhint %}
{% hint style="danger" %} 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. {% endhint %}
*** {% endstep %} {% step %} #### 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.
{% hint style="success" %} If the number is large, you can click the **0** and type the number in - {% endhint %}
{% hint style="warning" %} If selecting stock from multiple batches, make sure the quantities add up to the total you want to transfer. {% endhint %}
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.
{% hint style="success" %} 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. {% endhint %}
{% hint style="info" %} Should you wish to remove the batch assignments, click on the three dots in the top right corner and select **Remove Assignments**. {% endhint %}
{% hint style="info" %} **Remove Item** The other option on the menu, **Remove Item**, will remove that item from the transfer. {% endhint %}
{% hint style="success" %} Alternatively, if you don’t want to assign batches upfront, staff can assign batches during the actual picking process using the scanner when picking the transfer. {% endhint %}
*** {% endstep %} {% step %} #### Place the Transfer Once all the details have been completed, click .
The transfer will appear in the **Transfers** list with as its status.
{% hint style="success" %} If you are not ready to place the transfer and want to continue adding or updating it later, simply close the form and it will be saved as a . {% endhint %}
*** {% endstep %} {% step %} #### 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](#additional-options-after-placing-the-transfer "mention") for instructions on downloading the pick list and marking items as picked.
{% hint style="success" %} 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)](/supplyd-erp/scanner/pick-and-pack-scanner.md). {% endhint %}
{% endstep %} {% endstepper %} *** ## 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.
{% hint style="warning" %} 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. {% endhint %}
*** ### 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. 1. On the **Inventory** page, go to the **Transfers** tab and select the transfer you want to receive. 2. Click the 3 dots in the top right corner and choose **Receive Transfer**. 3. Continue as explained in the [Receiving Purchase Orders](/supplyd-erp/purchase-orders/receiving-purchase-orders.md) document.
{% hint style="info" %} **Auto Receiving Transfers** If **Auto Receive Transfers** is set to "**Yes**" in the [Order Settings](/supplyd-erp/settings/order-settings.md#receiving-orders) section of your [Order Settings](/supplyd-erp/settings/order-settings.md), you can auto-receive transfers within the same location. This is ideal for single-user transfers (eg. stock from back-of-house to storefront) where you want the stock to auto-receive once picked. Transfers from other locations will still need to be received manually. {% endhint %} 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. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter: ``` GET https://help.supplyd.co/supplyd-erp/inventory/transferring-stock-between-locations-warehouses.md?ask= ``` The question should be specific, self-contained, and written in natural language. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.