Create and post a stock transfer

Before you begin

Stock Transfer must be enabled for POS. Creating requires transfer-write access; posting requires separate transfer-post access. Both locations must be accessible to your account.

Create a transfer

1. Open Stock Transfer and select New transfer.
2. Choose the source warehouse and a destination Store or Van. A destination warehouse must differ from the source.
3. Check the date, add optional Notes and choose products with positive quantities. This entry uses the product’s base unit.
4. Use Save draft to keep it for review, or Review & save and the posting choice to move stock.
5. Confirm the saved transfer number and status. Use Post on an existing draft only after checking its contents.

Draft versus posted

A draft does not move stock. Posting validates stock and changes the source/destination balances. If the app says a draft was saved but posting failed, open that draft in the list and resolve the error instead of creating another transfer.

The current POS transfer form has no serial-selection field. Transfers of serialized goods through this form need verification; do not assume a quantity-only transfer preserves individual serial locations.