Create, request and approve a stock transfer

Before you start

Select the location whose stock you are changing. A transfer requires Multiple Branches and access to the relevant operation.

Create, request and approve a stock transfer

Where to go: Inventory transfers

1. Choose the source and destination branches and add items and quantities.
2. Save Draft if the request is not ready, or select Request Transfer.
3. Review and edit draft items before requesting.
4. An authorized approver reviews the request and selects Approve.

What happens next

The transfer progresses from draft or requested to its approved state.

Troubleshooting

Requesting or approving does not by itself put stock at the destination. HQ or Finance approval is required when the page says Awaiting approval.