Record a Transfer

Choose two of your own locations, add the items, and despatch.

The stock leaves the source at that moment and sits in transit until somebody at the other end receives it.

The New Transfer Order screen, where the date, source and destination warehouses and a reason are set above the lines and quantities being moved. — The two warehouses cannot be the same one; the form refuses it.

Record a transfer

Choose source and destination
Two of your own locations. Never a customer or a vendor.
Add items and quantities
Limited to what is actually on hand at the source.
Save as draft, or despatch
A draft moves nothing. Despatching is what takes the stock out of the source.
Print the transfer note
It travels with the goods so the receiving site knows what to expect.

What you can move

Item	Transferable	Note
Tracked goods	Yes	The normal case.
Untracked goods	No	No quantity exists to move.
Services	No	Nothing physical.
A variant	Yes	It is a full item with its own stock.
A variant parent	No	Parents are never transacted.

Despatching

Despatch when the goods physically leave the source, not when you decide to send them. The date decides when the source site stops being able to sell those units, and a transfer despatched a week early makes the source look empty while the stock is still on its shelves.