BasisBasis
Inventory

Inventory Transfers

Move stock quantities from one warehouse location to another. The total quantity across all locations remains unchanged — only the per-location balance shifts. No GL financial impact.

Menu: Inventory → Transfers · Route: /inventory/transfers

Inventory transfers list

Creating an Inventory Transfer

Go to Inventory → Transfers, then click New. This feature requires Multi-Location to be enabled.

  1. Set the Date of the transfer.
  2. Select the From Location (the warehouse stock is leaving).
  3. Select the To Location (the warehouse stock is going to). Cannot be the same as From.
  4. Enter a Reference Number and Narration for the transfer.
  5. Add lines by clicking Add Line (opens a dialog): select the Item and enter the Qty to transfer.
  6. Review the line table and click Save.
Inventory transfers form

Header fields

FieldStatusNotes
Document NumberAutoAuto-generated from the IT voucher series.
DateRequiredDate the physical transfer takes place.
From LocationRequiredOriginating warehouse — stock decreases here.
To LocationRequiredDestination warehouse — stock increases here. Cannot equal From Location.
Reference NumberOptionalInternal transfer order number or truck reference.
NarrationOptionalReason for the transfer.

Line fields (via dialog)

FieldStatusNotes
ItemRequiredSearch by item code or name.
QtyRequiredQuantity to transfer. Must be greater than 0 and ≤ available stock at From Location.
UnitRead-onlyItem's base unit of measure.
NarrationOptionalPer-line note.
Inventory Transfers have no GL (financial) impact. The stock moves between location bins but the total Inventory Asset balance on the GL does not change. Requires Multi-Location feature to be enabled in Business Settings.