Overview
Transfers move components from one warehouse to another — truck stock to shop, shop to jobsite bin, etc.
Where in the app: Operations → Transfers
Open: Transfers
Create a transfer
- New Transfer
- Select from and to warehouse
- Add line items and quantities
- Optional: carrier, tracking #, expected date
- Save — status Draft or In Transit depending on workflow
Transfer statuses
| Status | Meaning |
|---|---|
| Draft | Not shipped |
| In Transit | Stock deducted from source; not yet at destination |
| Received | Destination confirmed; stock added |
| Cancelled | Voided |
Open transfer detail to mark Shipped, Receive at destination, or print transfer document.