When to use this: you run more than one store and one has spare stock the other needs. The Stock Transfers tab needs the stock transfer permission (it's hidden without it) and an internet connection.
Sending store
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Create the transfer. Go to Inventory → Stock Transfers and click New Transfer. Choose the Destination Store, search your own stock to add products, set the quantity on each line, add a note if you like, and create it. It starts out as Requested.
In the picture, 1 is New Transfer, 2 is the Destination Store, 3 searches your own stock, 4 is the Transfer Items list — each line shows the Batch, how much you have (Avail) and the Qty you are sending, with a − button to drop the line — 5 is the optional note, and 6 creates it.
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Approve, then dispatch. The transfer appears in the list with its own number (
TRF-000003below). Click Approve, then Mark Dispatched — dispatching is the moment the stock leaves your store and the transfer becomes In Transit. Changed your mind? Either step can be Cancelled, which puts the stock back.1 is the status filter, 2 is the All / Outgoing / Incoming split, 3 is the transfer number and its status badge, 4 is the route — Sanjivani Medical Store → Sanjivani Medical Store - Kothrud — 5 is the item with its batch and quantity, and 6 is the pair of actions. This transfer is already Approved, so the second button reads Mark Dispatched; on a freshly created one it reads Approve.
Receiving store
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Switch to the other store (→ SET-03), open Stock Transfers → Incoming, and open the transfer that's In Transit.
Until the sending store dispatches, the receiving store has nothing to do. The card says so — "Awaiting dispatch from <source store>" — rather than showing a button that would not work. The Receive button appears only once the transfer is In Transit.
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Receive it. Check the quantities and confirm. If some items are short, that's fine — you can receive part of it, and each line keeps track of received / requested (the
Qty 4 / 4figures on the completed transfers above). The stock then lands in this store.
Good to know
- A transfer moves along like this: Requested → Approved → In Transit → Received (or Cancelled), and both stores can follow it. The batch details (expiry, MRP) travel along with the stock.
- The first state has two names. The badge on the card says Requested; the filter pill for the same state says Pending. They mean the same thing.
- Use the All / Outgoing / Incoming tabs and the status filter to find any transfer quickly. Outgoing is what you are sending, Incoming is what is coming to you — and only the outgoing side gets Approve, Mark Dispatched and Cancel.