How to move stock from one location to another
How to move stock from one location to another. A step-by-step walkthrough of the screens, buttons and fields involved.
The steps, written out
- Open Operations → Stock transfers and press New transfer. You need at least two locations.
- Choose the origin under From. The page lists the items available there.
- Enter the Quantity to move for each item, choose the destination and the date, add a note and confirm.
Tip
One transaction updates the stock at both locations and records two stock movements per line. The oldest available serial-numbered assets are moved too. If any quantity is short, the whole transfer is cancelled and nothing changes. Only available stock moves: reserved or on-rent stock does not. Each transfer gets a number (for example LT-1001) and the history can be filtered by location and exported to CSV, Excel or PDF. Administrators, Office managers and Yard Managers can make transfers; Dispatchers can read the history.