Stock Transfer

What Is Stock Transfer?

Stock Transfer is the process of moving products from one location to another (for example, from a warehouse to a store).

When a stock transfer is completed:

• Stock quantity decreases at the source location (From)
• Stock quantity increases at the destination location (To)

Stock levels are updated only when the transfer status is marked as Completed.

How to Create a Stock Transfer

Follow these steps to record a stock adjustment:

Step 1: Open Stock Transfer

• Go to Stock Transfer and press Add Stock Transfer

Step 2: Select Location and Date

• Choose the Business Location where the stock adjustment applies.
• Select the date of adjustment.

Editing a Stock Transfer

Stock transfers can be edited only under specific conditions.

When Editing Is Allowed

• The transfer status is Pending
• The transfer status is In-Transit

When Editing Is Not Allowed

• The transfer status is Completed

Note:
If a completed transfer needs changes, delete it and create a new stock transfer.

Stock Not Appearing in the Destination Location?

If stock is not showing in the To Location, check the following:

1. Product is assigned to the destination location

   • Make sure the product is added to that location in the system.

2. Transfer status is marked as Completed

   • Stock levels update only after completion

Hiding Product Price During Stock Transfer

You can restrict certain users (like warehouse staff) from seeing product prices while transferring stock.

How to Hide Purchase Price for a Role

Step 1: Go to Users & Roles > Users > Roles.
Step 2: Click Edit for the required role (e.g., Warehouse Worker)

Step 3: Under the Product section, uncheck “View Purchase Price”
Step 4: Save the changes.