Transfers¶
One screen.
Stock Transfers¶
Transfers
Moving stock between our own locations. In practice this is mostly loading the vans the day before a delivery round.
What you see¶
The Move stock form is always on screen, on all three tabs.
Three tabs beneath it: Open, Stock by Location and Completed, each with a live count.
On Stock by Location, where stock is sitting with its value and a count of what is expiring within 90 days, and below that every batch and expiry at one location.
Fields¶
| Field | What goes in it |
|---|---|
| From / To | Both required, and they must be different. |
| Memo | Optional. In practice the driver and the round date — ANDY - 21/08/2026. |
| Item | Type-ahead. Each match shows the SKU, the name and how many are on hand. |
| Quantity | Defaults to 1. |
Buttons¶
| Button | When you can use it | What it does |
|---|---|---|
| Create transfer | Only once two different locations are chosen and one line has an item and a quantity above zero. Until then Pick two different locations and at least one item sits beside it. | Creates the transfer. The form clears. |
| + Add line | Always. | Adds another item line. |
| ✕ | On every line. | Removes that line. |
| Approve | On a transfer awaiting approval. | Asks first, naming the transfer and both ends of the move, then approves it. |
| Reject | On a transfer awaiting approval. | Asks first, warning that a rejected transfer cannot be shipped. The confirm button is red. |
| Ship & receive | On an approved transfer. | Asks first. On confirming, the stock leaves the source and lands at the destination in one step. This is the normal van-loading path. |
| Ship only | On an approved transfer. | Asks first, then despatches it without receipting; the transfer goes in transit. |
| Cancel | On an approved transfer. | Asks first, then abandons it. Nothing moves. |
| Confirm arrival | On a transfer in transit. | Asks first, then books the stock in at the destination. |
Rules this screen enforces¶
- You do not choose batches. The system takes the batches that expire soonest, and they travel with the stock — so what goes on the van keeps its expiry dates and stays visible to the expiring-stock reports.
- Lines with no item, or a quantity of zero or less, are dropped rather than refused.
- Only Stock by Location shows the value at each location; the transfer itself carries no money.
When there is nothing to show¶
| Where | What it says |
|---|---|
| Open and Completed | Nothing here. |