A warehouse transfer removes products from the source slot and adds the same quantity to the destination slot. You can also transfer products between slots within the same warehouse, but the source and destination slots must be different. The transfer preserves the products' purchase batch allocation and does not increase the company's total product quantity.

Before the transfer

The warehouse feature must be enabled. You need permission to edit or transfer warehouse events, as well as access to the source warehouse and all destination warehouses. Changing warehouse settings separately requires permission to edit the warehouse. The selection lists show active warehouses that your permissions allow you to access.

Confirm the product to transfer, its source slot and the actual quantity. A starting purchase batch is required: it determines which batch the transfer starts from. The batch balance and the total balance in the source slot may differ because the same slot may contain products from several batches.

Make a transfer in the browser

  1. Open Warehouses and select the Warehouse events or Warehouse balances tab. Open the Transfer menu on the toolbar and select Transfer between warehouses.
  2. In the Warehouse to transfer from section, select Warehouse, Warehouse slot, Product and Purchase batch. Check the batch balance and In warehouse. The latter means the balance of the selected product in the selected source slot, rather than in the entire warehouse.
  3. In the Warehouses to transfer to section, select the destination warehouse, its warehouse slot and the quantity to transfer. Also check any automatically selected slot: the form may select the warehouse's only slot or the default slot defined for the product.
  4. If you are splitting the product quantity between several destinations, select Add new target in the same section and complete the new destination row. The quantity for each destination must be greater than zero. The sum of all destination quantities is the quantity removed from the source slot.
  5. Check the source slot, batch, all destinations and quantities. Select Transfer at the bottom of the form. The transfer form has no description field.

If the sum of the destination quantities exceeds the selected batch's positive balance but is within the source slot's balance, the browser displays the Transfer covers multiple purchase batches confirmation. Read the order in which additional batches will be used. Confirm by selecting Transfer, or return to review your selections by selecting Cancel.

Which batches are the products transferred from?

The transfer first uses the remaining products in the selected purchase batch. If there are not enough, the remainder is taken from other batches of the same product with positive balances in the same source slot. Products are not taken from another slot or warehouse.

The order of additional batches is determined by the source warehouse's Warehouse transfer purchase-batch handling setting. Check the setting on the Warehouses tab in the browser: select the source warehouse and select Edit in its Basic info section. The options are From oldest purchase batch first and From newest purchase batch first; the default is oldest first. Save any change using the Save button on the warehouse edit form.

Oldest and newest are determined by the purchase batch's creation time. The selected starting batch is still always used first. This transfer setting is separate from Inventory usage principle, or FIFO/LIFO, which controls other batch consumption.

For example, the selected batch contains 3 units and another batch in the same source slot contains 4 units. When you transfer 5 units, 3 units are transferred from the selected batch and 2 from the other batch. This leaves 2 units in the source slot. If you split the quantity between several destinations, batches are used in the order of the destination rows; a quantity used for an earlier destination is no longer available for the next destination.

The total quantity to transfer must not exceed the source slot's balance. The sum of the positive batch balances in the same source slot is also checked when saving. A total balance that appears sufficient on the form therefore does not guarantee a successful transfer if the batch balances do not match it.

Make a transfer on Android or iOS

Open the details of the product to transfer and select Move to Warehouse. In the form's From Warehouse section on Android or From warehouse section on iOS, select the source warehouse, source slot and Purchase Batch. Check the batch and source slot quantities and enter Set Amount to Move. In the To Warehouse section on Android or To warehouse section on iOS, select the destination warehouse and destination slot. Check all selections and tap Save at the bottom of the form.

In both mobile apps, each transfer has one destination. To split a quantity between several destinations, make separate transfers or use the browser. The quantity must be positive and within the source slot's balance.

Mobile transfers use the same source warehouse batch handling as the browser. A transfer exceeding the selected batch's balance may therefore use additional batches, but Android and iOS do not display the browser's multiple-batch confirmation. Check the batch handling before saving if the quantity to transfer exceeds the selected batch's balance.

Check the result after saving

All destinations and batch-specific events for a single transfer are saved together. If saving any destination or batch event fails, all events and balance changes for that transfer are rolled back. However, transfers saved separately on mobile are each a separate operation.

After saving, check the updated balances: the source slot quantity should decrease by the sum of the destination quantities, and each destination slot quantity should increase by the quantity assigned to it. Check the batch balances too, if necessary. At the destination, the quantity is added to the same purchase batch; the transfer is not a new purchase.

In the browser, open Warehouses → Warehouse events and filter the view by the product and the time of the transfer. The transfer appears as source and destination rows. A transfer involving several batches or destinations may produce several events, so compare the total quantities. Warehouse filters and access permissions may leave only one side visible.

The source event's value is shown as negative and the destination event's value as positive. Both monetary amounts are based on the source warehouse's valuation. The basis of this valuation is described in Warehouse value and product cost price.

If there are not enough products or the result looks wrong, first check the source slot, purchase batch and the entire chain of events. Do not increase the balance just to make the transfer succeed; investigate a missing receipt or the actual need for a stocktake. If the result of saving is unclear, check the balances and events before making another transfer. See investigating a warehouse balance discrepancy.