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How to transfer inventory between two stores

When one location is running low on supplies, you can transfer stock from another store in your company without creating a purchase order. Transfers are tracked so both stores' inventory counts stay accurate.

Before you start

  • You must have the Manage Inventory permission for both the source and destination stores.
  • Confirm the source store has sufficient stock before initiating the transfer.

Steps

  1. From the sidebar, open Inventory and click the Transfers tab.
  2. Click New Transfer and choose the Source Store (where stock is coming from) and the Destination Store (where it is going).
  3. In the items list, search for each product you want to transfer and enter the Quantity to move. Add as many line items as needed.
  4. Review the transfer summary, then click Submit Transfer. The source store's on-hand count decreases immediately and the destination store shows the items as Incoming.
  5. Once the destination store receives the goods, a manager there opens the transfer, confirms the received quantities, and clicks Mark Received. Both inventory counts are updated and the transfer is closed.

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