Transfers

A transfer moves stock from one location to another. To use transfers, turn on Keep stock at each location in Settings › Locations. It’s off until you do.

Create a transfer

Open Products › Transfers and press Create transfer. Choose where it goes From and To, find the products to send (a bundle is sent as the products it is made of, so it is not offered), and say how many of each. Each product you find shows how many the first location holds, and a line asking for more than that is marked in red. Give it an Expected arrival day if you know one. Press Create transfer to save it. A draft moves nothing yet.

Find a transfer

The list shows each transfer’s number, its two locations, the day it was made and, until it arrives, the day it is expected. Besides the status tabs, Search finds one by its number or a location’s name, the location chooser keeps those sent from one place, and Sort by orders them newest or oldest first, or by expected arrival, the soonest first.

A transfer’s page

It says when the transfer was made and by whom, when it was shipped and received, and when it is expected. Each item shows its picture, its SKU and a link to its product. Duplicate starts a new draft with the same locations, note, expected day and products (those still in your catalogue); nothing is saved until you press Create transfer.

Change a draft

Until it’s shipped, open the transfer to change it: change how many of each, remove a product, add another, or edit the note or the expected day, then press Apply in the bar at the top. Mark as shipped waits until your changes are applied or discarded.

Ship it

Open the transfer, add a tracking number if you have one, and press Mark as shipped. The stock leaves the first location and can’t be sold while it’s on its way. If that location holds less than you’re sending, it says so and nothing moves; nor does it ship while either location is inactive.

Receive it

When it arrives, press Receive all. If only part has come, type how many of each arrived and press Receive these, then receive the rest later. If you type more than is still to come, the line says how many you can receive, and nothing is received until you correct it. What you receive can be sold from the new location straight away.

Cancel it

Cancel transfer asks first, then stops it. Whatever hasn’t arrived goes back to the first location.

Deleting a product that was on a transfer

While a transfer is on its way, the products on it can’t be deleted: receive or cancel the transfer first. While it’s still a draft you can delete them, and they leave the draft. A received or cancelled transfer keeps its lines by name and SKU, marked as deleted, so it still says what moved. A transfer can’t be created for more than the origin holds: Storeloom says how many it holds. A draft with nothing left on it can’t be shipped: cancel it. A transfer whose products were all deleted says so in its Items card.