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Chapter 13

Stock Transfers (multi-branch)

Stock Transfers moves stock from one branch to another. It's a two-step process by design: dispatching stock does not increase the destination branch's stock until someone there confirms receipt.

13.1 Sending a transfer#

  1. Inventory → Stock Transfers → “New Stock Transfer.”
  2. Choose the From Branch and To Branch (they must be different).
  3. Search products available at the source branch and add them, with quantities capped at what's actually there. Damaged stock (section 9.4) stays behind.
  4. Add Notes if needed and click “Dispatch Transfer.”

13.2 Receiving a transfer#

  1. At the destination branch, open the pending transfer and click “✅ Receive Transfer.”
  2. Review each line's Dispatched quantity (and its batches) against the Received Qty field, which is pre-filled with the dispatched amount but can be reduced if something's missing or damaged.
  3. Click “Confirm Receipt” to add the stock into the destination branch.

A transfer can also be cancelled with “🚫 Cancel Transfer” before it's received, by a user at the source branch; the stock (and its batches) goes back to the source branch.

If your business keeps average cost per branch (section 8.7), transferred stock takes the sending branch's cost with it, and is blended into the receiving branch's cost when it's received. A cancelled transfer goes back into the sending branch's cost.