Create Stock Transfer

Create a new Stock Transfer document to execute the movement of goods from a source warehouse to a destination warehouse. The form supports two creation modes: a standalone transfer created manually, and a transfer created from an approved Transfer Request that pre-populates the warehouses and line items.

Accessing the Page

From the Stock Transfers list, click New Stock Transfer, or navigate directly to /inventory/operations/transfers/new.

To create from a Transfer Request: click New from Request, search for and select an Approved Transfer Request, then select which lines and quantities to transfer.

From a Transfer Request Detail page: click Create Transfer in the Next Steps strip.

Form Overview

Section	Description
Document Details	From/To warehouses, document date, reference, and remarks
Line Items	One row per item being transferred, with optional bin locations for Bin-Managed warehouses

Document Details

Field	Required	Type	Description	Default	Validation
From Warehouse	Yes	Entity select	Source warehouse	—	Only active warehouses; must differ from To Warehouse unless both are Bin-Managed within the same warehouse
To Warehouse	Yes	Entity select	Destination warehouse	—	Only active warehouses
Document Date	No	Date	Date of the transfer	Today	—
Reference	No	Text	External reference number	—	—
Remarks	No	Textarea	Document-level notes	—	—

When creating from a Transfer Request, the From Warehouse, To Warehouse, and Source Document fields are locked and pre-filled from the request.

Line Items

Each line specifies one item to move.

Field	Required	Type	Description	Default	Validation
#	—	Number	Auto-assigned line number	Sequential	—
Item	Yes	Entity select	Stock-tracked item	—	Required on each line
Quantity	Yes	Number	Quantity to transfer	1	Must be greater than 0
UOM	No	Text	Unit of measure — auto-populated	—	—
From Bin	Yes (Bin-Managed source)	Entity select	Source bin location within the From Warehouse	—	Required when From Warehouse is Bin-Managed
To Bin	Yes (Bin-Managed dest.)	Entity select	Destination bin location within the To Warehouse	—	Required when To Warehouse is Bin-Managed
Max	No	Number	Maximum available quantity in the source bin (display only)	—	—
Notes	No	Text	Line-level note	—	—

Copy-from Transfer Request mode

When creating from an approved Transfer Request, a Line Picker dialog opens showing:

Column	Description
Item	Item code and name
Ordered	Total quantity on the request line
Fulfilled	Quantity already transferred by previous Stock Transfers
Remaining	Quantity still to be transferred
Transfer Qty	Quantity to transfer in this document — editable

Click Transfer All to populate all remaining quantities, or edit individual quantities. Click Create Transfer to apply the selection and generate the line items.

Validation Rules

Rule	Behavior
From Warehouse required	Cannot save without a source warehouse
To Warehouse required	Cannot save without a destination warehouse
Warehouses must differ	Cannot be the same warehouse unless both are Bin-Managed
At least one line	At least one line with an item and positive quantity is required
Quantity positive	All line quantities must be greater than 0
Bin required for Bin-Managed	From Bin and To Bin must be specified when the respective warehouse is Bin-Managed

Post-save behavior

After successful creation:

• The document is saved with status Draft
• You are redirected to the Stock Transfer Detail page
• The source Transfer Request fulfillment counters are not updated until this transfer is Confirmed

Common tasks

1. Open Inventory → Operations → Stock Transfers and click New Stock Transfer.
2. Select From and To warehouses, add line items and bin locations as needed.
3. Save as Draft, review, then Confirm from the detail page to execute the movement.

Permissions & system behavior

• Creating a Stock Transfer requires Write permission on Operations.
• Confirming a Stock Transfer that was created from a Transfer Request automatically updates the fulfilled quantities on the parent request.

Related Pages

• Stock Transfers — List all transfer documents
• Stock Transfer Detail — View and confirm a transfer
• Edit Stock Transfer — Edit a Draft transfer
• Transfer Requests — Plan moves before execution
• Bin Locations — Manage bin locations for Bin-Managed warehouses