Transfer documents help you track where products are and move them between warehouses on time.
Open the Transfers tab and click Create.
Add products on the Products tab. For each item, enter the quantity, source warehouse, and destination warehouse. Save the document as a draft.
When you physically move the products, process the document.
To verify inventory, open the document and review the product details.
To find documents for a specific warehouse, open the search panel and set the source or destination warehouse. The list will show only matching documents.
To create a transfer, tap the + button in the lower-right corner and select Transfer.
Add products, enter the quantity, and choose the source and destination warehouses. Tap Create to save the document as a draft.
When you move the products, process the document.
In brief
- Transfer documents track product movement between warehouses.
- Create a transfer in Inventory management on the Inventory tab.
- Add products, set quantities, and select the sending and receiving warehouses. Save the document as a draft.
- Process the document after the products are moved.
- To filter documents by warehouse, use the search panel and select the required warehouses.