Inventory Transfers

Inventory transfers let you move stock between your fulfillment locations. This helps you balance inventory across warehouses, prepare for seasonal demand, or consolidate stock when needed.

Quick Tip

Transfers work like internal purchase orders between your own locations. Select a source location (where stock is coming from), choose destination locations (where it’s going), add SKUs with quantities, and confirm the transfer.

Why Use Transfers?

Inventory Transfers let you move stock between your fulfillment locations to balance supply, reduce shipping costs, and prepare for seasonal demand. Every transfer is tracked in real time — from creation through receiving — so your inventory counts stay accurate across all locations.

Balance Stock Levels

Move inventory from overstocked locations to understocked ones to prevent stockouts and reduce waste.

Optimize Fulfillment

Position inventory closer to customers or high-demand areas to reduce shipping costs and delivery times.

Seasonal Preparation

Pre-position inventory ahead of peak seasons or promotional events at strategic locations.

Track Movement

Keep accurate records of all inventory movements between locations with full audit trails.

How to Create a Transfer

1. Go to Transfers

   Click Transfers in the main navigation to view your transfer history.

2. Click Actions → Create Transfer

   Click the Actions button in the top right, then select Create Transfer from the dropdown menu.

3. Select Source Location

   Choose the fulfillment location where the inventory is currently stored. This is where the stock will be transferred FROM.

4. Click Continue

   After selecting the source location, click Continue to proceed to the next step.

5. Select Destination Location(s)

   Choose one or more fulfillment locations where you want to send the inventory. You can transfer to multiple destinations in one transfer.

6. Click Continue

   Once you’ve selected all destination locations, click Continue to move to SKU selection.

7. Add SKUs to Transfer

   Click Add SKUs and select the products you want to transfer. Enter the quantity for each SKU at each destination location.

8. Review Transfer Details

   The system will show you a preview with all transfer details including SKUs, quantities, and locations. Click Continue to proceed.

9. Create Transfer

   Review the final summary and click Save Transfer to create it in draft status. The transfer is now saved but not yet confirmed.

10. Confirm Transfer

    Back on the Transfers list, find your draft transfer, click the actions menu (three dots), and select Create Transfer to confirm it. This initiates the actual inventory movement.

Understanding Transfer Status

Transfers move through different statuses as they progress:

Draft

Saved but not confirmed. The transfer is created but inventory hasn’t started moving yet. You can still edit or delete draft transfers.

Confirmed

In process. The transfer is confirmed and inventory is in transit between locations. Stock is deducted from the source and pending at destinations.

Received

Complete. All items have been received at destination locations and inventory levels are updated.

Transfer Actions

Once a transfer is created, you can perform several actions:

Preview - View transfer details including SKUs, quantities, and locations
Print - Generate a PDF of the transfer for physical documentation
Create Transfer - Convert a draft transfer to confirmed status
Remove - Delete a draft transfer (only available for drafts)

Draft vs Confirmed

Draft transfers can be edited or deleted. Once confirmed, the transfer cannot be cancelled and inventory begins moving. Make sure everything is correct before confirming.

Viewing Transfer Details

The Transfers table shows key information for each transfer:

• Order Number - Unique transfer ID
• Status - Current transfer status (draft, confirmed, received)
• Items - Number of unique SKUs in the transfer
• Qty Received - How many units have been received at destinations
• In Transit - How many units are still moving between locations
• Date - When the transfer was created
• Total - Total value of the transfer (if costs are tracked)
• Tags - Any labels applied to organize transfers

Customize Your View

Click the column visibility icon to show or hide columns based on what information is most important to you.

Multi-Location Transfers

You can send inventory to multiple destination locations in a single transfer:

1. Select Source Location

   Choose where the inventory is coming from.

2. Select Multiple Destinations

   In step 2, select as many destination locations as you need.

3. Allocate Quantities

   When adding SKUs, specify how many units go to each destination. For example, send 50 units to Location A and 30 units to Location B.

4. Review Allocation

   The preview will show quantities broken down by destination so you can verify everything is correct.

Best Practices

Plan Ahead

Create transfers in advance to allow time for physical movement and receiving. Don’t wait until you’re out of stock at a location.

Verify Available Stock

Before creating a transfer, check that the source location has enough available inventory. The system won’t let you transfer more than is available.

Use Clear Notes

Add notes to your transfers explaining the reason (rebalancing, seasonal, customer order, etc.) for better record-keeping.

Confirm Promptly

Convert draft transfers to confirmed status as soon as you’re ready to ship. This updates inventory levels immediately so your stock counts stay accurate.

Track In Transit

Monitor the “In Transit” column to see how much inventory is currently moving between locations. This helps with planning and avoids double-counting stock.

Print for Shipping

Use the Print function to generate transfer documents for your warehouse team to reference when packing and receiving.

Common Scenarios

Rebalancing Stock
Location A has 200 units and Location B is out of stock. Create a transfer to move 100 units from A to B to balance inventory across both warehouses.

Seasonal Preparation
You expect high demand at your West Coast warehouse before the holidays. Transfer extra inventory from your East Coast warehouse 2-3 weeks in advance.

Consolidation
You’re closing a temporary warehouse and need to move all inventory to your main facility. Create a transfer from the temp location to your primary warehouse.

Order Fulfillment Optimization
A large order needs to ship from Location B, but most inventory is at Location A. Transfer the needed quantity from A to B so it can be fulfilled efficiently.

Troubleshooting

Can’t select a location
Only active fulfillment locations appear in the selection. Check with your admin if you need access to additional locations.

“Low Qty” error when adding SKUs
The source location doesn’t have enough available stock to transfer. Check the available quantity and reduce your transfer amount, or choose a different source location.

Can’t edit a transfer
Once a transfer is confirmed, it cannot be edited or cancelled. You can only edit draft transfers. Double-check everything before confirming.

Transfer not showing in list
Use the filter options to check if the transfer is in a different status. Also verify you’re looking at the correct date range.

Quantities not updating
Make sure the transfer status is “Confirmed” - draft transfers don’t affect inventory levels. Once confirmed, quantities update immediately at the source and show as “In Transit” until received.

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Related Topics:

• Stock Management - Learn about on-hand, available, and committed quantities
• Fulfillment Locations - Set up and manage warehouse locations
• Stock Adjustments - Update inventory quantities for corrections
• Inventory Overview - Get familiar with the main Inventory view