Transfer stock between warehouses
A transfer changes stock location within the company. It is different from selling stock or changing its total balance; check source, destination and variant for each quantity.
Last reviewed
Before you start
Select the correct company and verify permissions. Learn in a test workspace; posting or restoring can change actual data.
Workflow
- In Inventory, open Transfers and create one using the actual transaction date.
- Choose source and destination; ensure they differ and match the intended movement.
- Add item, variant, unit and quantity; compare required quantity with source availability.
- Review, save and approve as the available workflow and permissions allow; do not approve stock that did not move.
- Inspect item movement in both warehouses; confirm the source decrease and destination increase.
Watch this distinction
Quantity or unit differences affect the result. An internal transfer does not move ownership to another company.
Verify the result
Reopen the record and check saved values and state. For financial operations, compare the document with the relevant movement and report before continuing.