Transfer Inventory Item to another Store

2025-06-30

🔁 Transfer Item

The Transfer function allows you to move products between two stores or departments while preserving traceability. It's a core part of maintaining accurate distributed stock records in organizations with multiple storage points.

🔄 How Transfers Work

When you initiate a transfer:

  • The source store's stock is reduced
  • The destination store's stock is increased
  • A transfer record is created with full audit trail

Transfer Item Interface

🧰 Example Workflow: Moving Gloves to ER Store

  1. Click the Transfer button
  2. Select the item (e.g., Sterile Gloves)
  3. Choose the destination store: ER Store
  4. Enter quantity: 100
  5. Click Transfer to complete

This updates both store inventories and logs the movement for future review.

🏪 Why Use Transfers?

  • Redistribute overstocked items
  • Support demand surges in specific units (e.g., ICU)
  • Centralize high-value items and issue only as needed

🗃️ Where to Track Transfers

After transferring, the record appears in the Store-to-Store Transfers page, where you can:

  • Filter by date or status (Pending, Shipped, Received)
  • Print transfer slips
  • Reconcile deliveries

🔐 Permissions

  • Only users with can_transfer permissions will see this button
  • Admins and inventory officers can typically perform transfers
  • Transfer logs are visible to destination store staff

🧠 Best Practices

  • Always double-check source and destination before submitting
  • Use clear notes or reasons during the transfer for future reference
  • Encourage receiving departments to confirm received quantities
  • Print or export weekly transfer reports for compliance