Transferring stock between stores

When stock moves between your locations, use a transfer rather than adjusting one store down and the other up. A transfer is two-sided and tracked, so stock in transit is never invisible and never counted twice.

Creating a transfer

Go to Inventory → Transfers, pick the source and destination stores, and add the products and quantities. Save it as a draft while you are still building it.

The transfer lifecycle

A transfer moves through four states, and stock changes hands at defined points:

• Draft — being prepared; nothing has moved.
• Pending — submitted, awaiting approval where your process requires it.
• In transit — stock has left the source store and is on its way.
• Received — the destination has confirmed what arrived, and its count goes up.

Because the increase only happens on receipt, a van-load of stock cannot be sold at both ends at once.

Receiving a transfer

At the destination, open the transfer and enter what actually arrived. Discrepancies between sent and received are recorded rather than quietly absorbed — investigate them the same way you would a delivery shortfall.

Checking stock elsewhere first

Before requesting a transfer, use the multi-location stock lookup — available at the register as well as in the portal — to see who actually has the item.

Permissions

Creating, approving, receiving, and cancelling transfers are separate permissions. A common setup lets store staff create and receive while a manager approves.

Reviewing movement

Transfer analytics shows volume by route, average time in transit, and which locations are consistently sending or receiving — useful for spotting where you are buying into the wrong store.

Note: your business can rename menu items (Settings → POS Configuration → Menu Labels), so the names in your menu may differ from those shown here.