Transfer inventory across locations

This article covers stock transfers across locations within Stock&Buy.

The stock transfer functionality goes hand in hand with the multi-location inventory support in Stock&Buy. 

Create a stock transfer

Follow the steps below to create a stock transfer:

1. Go to the Stock Transfers page under Stock Control located in the main navigation menu within your Stock&Buy account
2. Click on Create
3. Complete the stock transfer as described below

Set a source and destination location

The Stock transfer page helps you move inventory from one location (the source) to another (the destination).

The Transfer from location is the source of the inventory transfer. The Receiving location is the destination location for the transfer.

Add products to the transfer

To add products to the stock transfer, follow these steps:

1. Click on New line
2. A new line item is added to the transfer
3. Enter a product name, SKU or barcode in the product name field
4. Enter the total quantity you would like to move
5. Click Save

At this stage, the stock transfer is a draft state and has no impact on your stock levels.

Click Receive to execute the transfer and move the selected products from the source location to their new destination.

• The stock transfer create inventory transactions only. No accounting transactions are created as a result of stock transfer
• Stock level updates will automatically propagate to your connected sale channels such as Shopify stores…

Although not necessary, we highly recommend you enter a comment into the transfer page to describe the reason of the inventory movement. 

Bulk stock transfers

The inventory transfer described above is suitable for transferring one or more products from one location to another. The bulk stock transfer, in the other hand, allows you to transfer one or more products from one or more location to another. This feature relies on usage of CSV files.

To run a bulk inventory transfer:

1. Go to the Stock Transfers page under Stock Control located in the main navigation menu within your Stock&Buy account
2. Click on Import
3. Follow the instructions outlined in the import wizard

The CSV file format has the following fields:

Id	The internal identifier of the product to transfer. Use this field when your business does not rely on usage of SKUs or barcodes. The internal identifier of each product can be obtained by exporting your inventory via the stock take feature.
Sku	Product SKU. The product SKU must be unique. The importer will fail otherwise.
Barcode	Product barcode. The product barcode must be unique. The importer will fail otherwise.
SourceLocationName	Name of the source location
DestinationLocationName	Name of the destination location
TransferQuantity	Quantity of stock to transfer across

The bulk stock transfer will automatically be split into one or more stock transfers where line items with similar source location and destination location are grouped together.