8. Moving stock between locations¶
Module
Part of Inventory & Lots. If your plan does not include it, these screens are not in your menus.
Transfers. Used mostly for loading the vans the day before a delivery round.
Raising a transfer¶
The Move stock form is always on screen, on all three tabs.
- Choose From and To. They must be different.
- Put the driver and the round date in Memo if that is your practice — for example "ANDY - 21/08/2026".
- Search for each item and type the quantity.
- Click + Add line for more items.
- Click Create transfer.
Create transfer stays greyed out until two different locations and at least one item with a quantity are in place; the reason is written beside it.
Note
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.
Approving and moving it¶
The buttons on a transfer depend on where it has got to:
| Status | Buttons | What they do |
|---|---|---|
| Pending approval | Approve · Reject | Neither asks for a reason |
| Approved | Ship & receive | The normal van-loading path: out of one place and into the other in one step |
| Approved | Ship only | Sends it without receipting; the transfer goes in transit |
| Approved | Cancel | Abandons it |
| In transit | Confirm arrival | Books it in at the destination |
Seeing stock by location¶
The Stock by Location tab shows where everything is sitting, with the value and a count of what is expiring within 90 days at each location. Below it you can drill into any one location and see every batch and expiry date.