Move stock between warehouses

A transfer moves stock from one warehouse to another, such as from your store room to your shop. By the end of this guide you will have made a transfer and had it approved, so the stock moves.

Before you start

• You need two warehouses. A new shop has one, Default Warehouse. Add another in Settings › Warehouse: click Create and enter a Name. Your plan sets how many warehouses you can have.
• Transfer is in the menu only if your plan includes it.

Make the transfer

1. Open Transfer › Create Transfer. The form opens.
2. Choose the Date, From Warehouse and To Warehouse. All three are required, and the two warehouses must differ. Choose From Warehouse first: the product search looks in it.
3. Add the products. Search by name or code, or click the scan button. Each row shows the product's Stock in the From Warehouse.
4. Enter each Qty. It can't be more than the stock.
5. Choose the Status. It starts on Completed. The next part explains each one.
6. Click Submit. The transfer appears in All Transfers.

Order Tax, Discount, Shipping and Note are optional.

Approve it to move the stock

To approve it, open Transfer › All Transfers, open the transfer's actions and choose Approve, then confirm. Approving needs permission to edit transfers. Owners have it.

Once approved, the Status decides what moves:

• Completed: the stock leaves the From Warehouse and arrives in the To Warehouse.
• Sent: the stock leaves the From Warehouse only, because it is on its way. When it arrives, edit the transfer to Completed.
• Pending: nothing moves yet.

See your transfers

All Transfers lists every transfer and whether it is approved. From each transfer's actions you can view it, download it as a PDF, edit it or delete it.

This guide was written from ArmPOS's screens and code. It has no pictures: the demo shop keeps a single warehouse.

What's next

Back to Count and adjust stock, or open the Help center for more guides.