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Stock Transfers

If you have multiple Locations in CRM, you can move stock between them with Stock Transfers and Stock Transfer Shipments.

You can also learn more about managing stock at different Locations here.

Create a Stock Transfer

The Stock Transfers module is accessed from within the Inventory group on the main menu.

When you create a new Stock Transfer, you can specify the From and To Locations – the system will reduce the stock in the From Location and increase the stock at the To Location.

While the stock is between locations, the system will place it in a Transit Location

When you save the transfer form, you will be able to find and add the Products that you want to transfer on the Items tab.


Once you have added the items, you can click on Shipment to reveal options to:

  • Generate Shipment which creates a Stock Transfer Shipment record.
  • Mark as Completed which means that the shipment has already taken place or does not need to be tracked.

When you choose Generate Shipment, a record will automatically be created in the Stock Transfer Shipments module.

Stock Transfer Shipments

You can click on the Preview button to generate a PDF Stock Label.

To adjust the quantity of items on the shipment you can click on the item to reveal the option.

If you need to add or remove items, use the buttons on the Items tab.

When you are ready to progress the shipment, click on the Marked As button to reveal further options.

Note that items will not be added to stock at the destination until the Stock Transfer Shipment is marked as Received


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