> 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/scanner/stock-transfer-scanner.md).
# Stock Transfer (Scanner)
Transfers can be performed through the Supply’d app or using a handheld scanner. The Supply’d handheld scanner makes stock transfers faster, more accurate, and easier to manage. Instead of manually tracking items between locations, you can scan products directly to create, track, and complete transfers. This helps reduce errors, keeps your inventory up-to-date in real time, and allows staff to process transfers efficiently - whether moving stock between warehouses, stores, or production areas.
👉 For details on performing transfers through the app, see the [Transferring Stock Between Locations/Warehouses](/supplyd-erp/inventory/transferring-stock-between-locations-warehouses.md) document.
This document will guide you through the transfer process step by step, providing detailed explanations and helpful insights for:
* [#adding-a-transfer](#adding-a-transfer "mention")
* [#additional-options](#additional-options "mention")
* [#receiving-the-transfer](#receiving-the-transfer "mention")
* [#viewing-write-offs-list-on-the-scanner](#viewing-write-offs-list-on-the-scanner "mention")
* [#filtering-the-transfers-list](#filtering-the-transfers-list "mention")
***
## Adding a Transfer
{% stepper %}
{% step %}
#### Select Transfer
Open Supply'd on the scanner. Select **Transfer** from the **Scanner** menu.
The **Start Transfer** screen will show.
***
{% endstep %}
{% step %}
#### Select the Locations
**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**.
***
{% endstep %}
{% step %}
#### Click Start
Click .
The **Scanner - Transfer** screen will open, flashing red to indicate it is ready to scan.
***
{% endstep %}
{% step %}
#### Scan the Items
You can either scan the barcode on the item or you can search for the item manually. Scanning is the quickest and easiest method.
**Scanning**
To scan the item, point the scanner at the barcode on the item press one of the scanner buttons. The product details will appear.
**Manual Search**
Searching manually is useful if the item doesn't scan, doesn't have a barcode or the barcode is damaged. To search manually, in the **Search Products** field, start to type the name of the item and a list of matching products will show for you to select from.
Once the item is scanned or selected, a screen will appear detailing the item, stock levels and batch details.
***
{% endstep %}
{% step %}
**Add the Amount**
Press the button to add the number of items required to the transfer.
{% hint style="success" %}
If the number is large, you can click the **"0"** and type the number in.
{% endhint %}
{% hint style="warning" %}
A product may have multiple batches listed, so be sure to select the specific batches you want to transfer from. You can transfer stock from more than one batch if needed.
{% endhint %}
The screen will update to reflect the number added, including the new count and the adjustment made.
If any of the batch details shown are incorrect, click the pencil to the right of the batch #. The **Edit Batch Details** form will show where you can edit any details necessary.
Click to apply the batch data changes.
***
{% endstep %}
{% step %}
**Click Save**
Click to apply these changes.
Click the **X** in the top right corner to close the item and proceed to the next item in the transfer.
***
{% endstep %}
{% step %}
**Repeat for Any Other Items**
Repeat steps 4 to 6 for each item in the transfer.
***
{% endstep %}
{% step %}
#### Pick the Transfer Order Items
Physically pick the items for the order.
{% hint style="success" %}
You can download a **Pick List** to assist with picking by clicking the three dots near the top right, selecting **Download** from the menu, and then choosing **Pick List**.
👉 See [#additional-options](#additional-options "mention") below.
{% endhint %}
***
{% endstep %}
{% step %}
#### Mark Transfer as Picked
Once all items have been picked, mark the transfer as **Picked** by clicking on:
{% hint style="success" %}
You can also click the three dots near the top right, select **Mark As** from the menu, and then choose **Picked**.
👉 See [#additional-options](#additional-options "mention") below.
{% endhint %}
You will be asked to confirm.
**Transfer Marked As Picked** will flash across the top of the screen.
{% endstep %}
{% endstepper %}
***
## Additional Options
Prior to marking the transfer as **Picked**, clicking on the 3 dots will bring up a menu:
***
### View Transfer Items
Will bring up a list of the items you have added to the transfer.
The **Transfer Items** list also has an additional menu when you click on the 3 dots on the top right.
***
### Download > Pick List
Allows you to download and print the pick list.
***
### Mark As > Picked
Will mark the transfer as **Picked**. An alternative to the **Mark As Picked** button.
***
### Cancel Transfer
Will cancel the transfer. You will be asked to confirm.
***
## Receiving the Transfer
For the transfer to be complete, it must be **Received** at the **Transfer To Warehouse** location.
To start a **Receive**, open Supply'd on the scanner. Select **Receive** from the **Scanner** menu.
Continue as explained for **Receiving Orders** in the **Scanner >** [Receiving Orders (Scanner)](/supplyd-erp/scanner/receiving-orders-scanner.md) document.
{% hint style="info" %}
**Auto Receiving Transfers**
If **Auto Receive Transfers** is set to **Yes** in [Order Settings](https://help.supplyd.co/configuring-supplyd/settings/order-settings) 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 %}
***
## Viewing the Transfers List on the Scanner
To view a list of transfers on the scanner, click the 3 lines on the top left to take you to the Supply'd main menu.
Select **Inventory**, then the **Transfers** tab.
Transfers are labeled with colour-coded tags - , , , etc. - for easy identification.
Clicking on a transfer will bring up all the details, including the Transfer Number, date, locations, the items and number of items received, and the dollar value.
Clicking on the 3 dots in the top right corner gives you the following options:
#### Download > Pick List
Allows you to download the **Pick List** for printing or viewing.
#### Receives > \#
Displays the receive numbers for this transfer. Click a number to view its details.
***
## Filtering the Transfers List
It is also possible to filter the Transfers list. To do this, click on the 3 lines under the heading.
These options will appear for you to select from.
**Transfer Status**
Select one or more statuses.
**From Warehouse**
Choose the location(s) the transfer originated from that you would like to filter by.
**To Warehouse**
Choose the location(s) the transfer was to that you would like to filter by.
**Date Range**
Clicking the field will open a calendar, allowing you to select a date or date range for filtering. Click to set the dates.
Click to apply your selections and filter the **Transfers** list.
---
# 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/scanner/stock-transfer-scanner.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.
