Stock Transfer
A Stock Transfer moves goods from one of your sites to another — say, from your Pune plant to your Nashik warehouse. It is the right tool whenever stock leaves one place on the map and travels to another, and it keeps your books straight the whole way.
This page explains what a transfer is and how it behaves. The step-by-step screens are linked at the bottom.
Availability depends on your plan and your role.
Why a transfer between sites is a real movement
Here is the one idea that explains everything else: the value of your stock is held at the site. Each site owns the cost of the goods sitting there. So when goods move from one site to another, that value moves too — which is why a transfer is a proper document and not just a re-tag.
- Goods move to a different site → that is a Stock Transfer. The value now belongs to the receiving site.
- Goods move between two stores of the same site → that is not a Stock Transfer. It is a simple internal store move, because the value never leaves the site. Use that instead — a transfer is the wrong tool for it.
The two steps: dispatch, then receive
A transfer is never a single instant. Goods take time to travel, and Bizconnekt tracks them the whole way with two clear steps:
- Dispatch — you send the goods out from the source site. They leave the shelf there.
- Receive — the receiving site confirms the goods have arrived and puts them away.
In between those two steps, the goods are in transit — on the road, not yet on either shelf. They are still fully counted and fully valued on your books during this time; they are simply "on the way". Nothing is lost while goods travel.
| Stage | What it means |
|---|---|
| Draft | You are still filling in the transfer. Nothing has moved. |
| Dispatched | Goods have left the source site and are in transit. |
| Received | The destination site has confirmed arrival. The move is complete. |
A transfer only moves free stock
You can only send stock that is free — not already spoken-for. If the quantity you want to send is already reserved for an order at the source site, the transfer is refused until you release that reservation first.
This protects the customer who is already promised those goods. If you genuinely need to send stock that is currently held, release the reservation at the source first, then create the transfer.
"Free stock" means the quantity that is on hand and not reserved for any order or job. See the Stores & Inventory overview for how reserved and available stock work.
When to use a Stock Transfer
- Restocking a branch warehouse from your main plant.
- Consolidating slow-moving stock into one site.
- Sending raw material to a site that will use it.
Use it only for site-to-site moves. For anything that stays within one site, or where the count is simply wrong, another document fits better:
| If you need to… | Use instead |
|---|---|
| Move goods between two stores of the same site | A simple internal store move (not a transfer) |
| Correct a count — damage, loss, a stock-take fix | Stock Adjustment |
| Turn items into different items — build a kit or repack | Stock Conversion |
Related guides
- Create a Stock Transfer — the step-by-step form
- View and receive a Stock Transfer — track in-transit goods and complete the receive step
- Stores & Inventory — how stores, sites and the five stock numbers fit together
- Stock Adjustment — correct a count to match reality
- Items — the items your stock is counted in
Need help? Contact support at support@bizconnekt.com