Move stock between stores while keeping the source and destination quantities connected. Transfers help you replenish a branch or relocate supplies without recording the movement as a new external purchase.
One movement, two stock positions
A transfer identifies the product, destination store and quantity. It deducts from the source and adds to the destination while retaining a record of the movement, including who initiated it and when. Confirm the active store first: the same product can have a different available quantity at another location. Clear store names make choosing the destination much easier.
Step by step
Open the product in the source store
Select the store that currently holds the goods and find the product you want to move.
Choose Transfer
Use the transfer action and select the intended destination store. Read the destination name carefully before continuing.
Enter and check the quantity
Match the quantity to the physical goods being moved and confirm the product unit. Review the transfer details before completing it.
Verify both locations
Check the source and destination quantities and review the transfer record. Use that record when investigating a later question about where the items went.
Use a transfer when stock changes location. Use a purchase when it arrives from a supplier, and an audit when a verified count needs reconciliation.
Before you move on
- Confirm source and destination.
- Check quantity and unit size.
- Review the transfer record and both resulting balances.
Watch the matching video lesson
Open the short lesson on YouTube. If it is unavailable, watch this section in the full tutorial.
Put the workflow into practice
Explore Perfect Inventory Management System and use these guides alongside your team’s daily work.
Open InventoryExplore the product