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Introduction - Stock Transfers

A transfer moves stock between your own depots. Nothing is sold, nothing is bought, and your total does not change.

Moving stock between depots, and the in-transit state between sending and receiving.

It is the one stock document with no customer and no vendor on the other side of it, which is what makes it easy to get wrong: there is nobody external to notice a mistake.

The Stock Transfers screen, subtitled Manage and track inventory transfers between warehouses, and its Transfer Order action. Columns read Date, Transfer Order number, Source Warehouse, Destination Warehouse, Reason, Status and Total Qty. Every transfer leaves Rotherham Central Warehouse for Sheffield Depot, Birmingham Trade Counter, Glasgow Depot or Bristol Distribution Centre, with reasons such as depot top-up, rebalancing stock, overflow racking and consolidating slow movers, and statuses of Draft, In Transit or Received.
Source, destination and a reason on every row. The status column is the one that matters day to day.

What it does to your numbers

FigureEffect of a transfer
Total stock on handUnchanged
Stock at the source depotDown by the quantity sent
Stock at the destinationUp by the quantity received
Stock valueUnchanged. Nothing was bought or sold
Revenue and cost of goodsUntouched

Because the total does not move, a transfer never shows up in a profit figure. It shows up in availability, which is the number that decides whether you can promise a delivery.

Three states, and the one in the middle

  1. DraftNothing has moved
  2. In TransitLeft the source
  3. ReceivedLanded at the destination

Between the last two the stock is in transit: gone from where it was, not yet where it is going. That state is real and it is worth watching, because stock in transit is stock nobody can sell.

A transfer order record naming its source and destination warehouses, its reason, its status and the items and quantities being moved, with an activity panel at the right.
The reason field is free text and is the only thing that will explain the movement a year later.

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