Transfer Orders tab
Direct inter-branch transfers — PENDING to IN_TRANSIT to RECEIVED to COMPLETED.
Open in dashboardInventory → Transfer Orders
Overview
Transfer Orders are the direct way to move stock between branches. They are also created when an inter-branch PO is approved. They follow a stock-movement workflow: PENDING -> IN_TRANSIT -> RECEIVED -> COMPLETED. Transfers can be CANCELLED before shipping, and IN_TRANSIT transfers can be REVERTED.
When to use it
- Routine rebalancing of stock between your own branches
- Following up on a Move to Branch action from the Stock tab (which creates a transfer order)
- Manually creating a transfer when no PO is needed
How to use it
Video tutorial coming soon
- Open Inventory -> Transfer Orders.
- Click New Transfer (or equivalent header button).
- Fill the form:
- Destination branch
- Line items — product + quantity per item
- Save the transfer — status is PENDING.
- From the origin branch, open the row menu and click Ship. Status moves to IN_TRANSIT, and stock leaves the source branch.
- From the destination branch, open the row menu and click Receive — verify received quantities and pick target rooms. Status moves to RECEIVED.
- Complete the transfer after receipt review. Status moves to COMPLETED.
Tips & gotchas
- Lifecycle: PENDING -> IN_TRANSIT -> RECEIVED -> COMPLETED. It can be CANCELLED before shipping, or REVERTED while in transit.
- Received quantities can differ from shipped (short shipment, damage in transit).
- Stock does not leave origin until the transfer moves to IN_TRANSIT, and does not land at destination until it is received.
- Move to Branch from the Stock tab auto-creates a transfer order here.