Documentation Index Fetch the complete documentation index at: https://help.mathership.com/llms.txt
Use this file to discover all available pages before exploring further.
Transfers Transfers move ingredients from one storage unit to another.
Use transfers when stock physically leaves one location and arrives in another location.
What transfers are used for Common examples:
Moving ingredients from dry storage to the kitchen
Moving stock from a main warehouse to a restaurant location
Moving goods from one company location to another
Rebalancing stock between storage units
How transfers work A transfer has two main steps:
Step What happens Ship Stock is removed from the source storage unit Receive Stock is added to the destination storage unit
This keeps inventory movements clear and traceable.
Transfer status Transfers use these statuses:
Status Meaning Draft Transfer has been created but not shipped yet Shipped Stock has left the source storage unit Closed Stock has been received into the destination storage unit
Create a transfer To create a transfer:
Go to Inventory → Transfers
Click Create Transfer
Select the source company
Select the source storage unit
Select the destination company
Select the destination storage unit
Add ingredients and quantities
Save the transfer
A new transfer is created with status Draft .
Required transfer fields Field Description From company Company where the stock leaves From storage unit Storage unit where the stock leaves To company Company where the stock arrives To storage unit Storage unit where the stock arrives Ingredients Ingredients included in the transfer Quantity Quantity to move
Optional fields can include lot number and expiry date.
Ship a transfer Shipping confirms that the stock leaves the source storage unit.
When a transfer is shipped, Mathership creates a negative inventory movement.
Movement Effect Transfer out Reduces stock in the source storage unit
Example:
Ingredient From storage Quantity Result Flour Dry Storage 10 kg Dry Storage decreases by 10 kg
A transfer can only be shipped if enough stock exists in the source storage unit.
If there is not enough stock, Mathership stops the transfer and shows an insufficient stock error.
Receive a transfer Receiving confirms that the stock arrived at the destination storage unit.
When a transfer is received, Mathership creates a positive inventory movement.
Movement Effect Transfer in Increases stock in the destination storage unit
Example:
Ingredient To storage Quantity Result Flour Kitchen Storage 10 kg Kitchen Storage increases by 10 kg
After receiving, the transfer status changes to Closed .
Transfer example A restaurant moves flour from dry storage to kitchen storage.
Step Storage unit Movement Stock effect Before transfer Dry Storage Current stock 25 kg Ship transfer Dry Storage Transfer out -10 kg Receive transfer Kitchen Storage Transfer in +10 kg
Result:
Storage unit Final stock change Dry Storage -10 kg Kitchen Storage +10 kg
Inventory value Transfers carry the ingredient cost from the source company.
Mathership uses the current weighted average cost of the ingredient when posting the transfer movement.
This keeps inventory value consistent across the transfer.
What happens in the ledger Transfers create inventory ledger entries.
Action Ledger type Quantity Ship transfer TRANSFER_OUT Negative Receive transfer TRANSFER_IN Positive
These entries appear in ingredient and storage unit movement histories.
Permissions You can only create, ship, or receive transfers for companies you are allowed to access.
For example:
Action Permission check Create transfer Access to both source and destination company Ship transfer Access to source company Receive transfer Access to destination company
Best practices
Use transfers only when stock physically moves.
Ship the transfer when goods leave the source location.
Receive the transfer when goods arrive at the destination location.
Do not use waste postings for internal stock movement.
Do not use stock counts to move inventory between storage units.
Check source stock before shipping large transfers.
Common errors Insufficient stock The source storage unit does not have enough stock.
Check the current stock in the source storage unit and reduce the transfer quantity if needed.
Storage unit not found The selected storage unit does not exist or does not belong to the selected company.
Check the source and destination storage units.
Transfer not found The transfer ID does not exist or the transfer is no longer available.
Refresh the transfer list and try again.
Authorization error You do not have access to the source or destination company.
Switch to the correct company or contact an administrator.
Related pages
Storage Units Learn how physical inventory locations are managed.
Ingredients Learn how ingredients are tracked in inventory.
Stock Counts Learn how counted stock adjusts inventory.
Inventory Ledger Learn how inventory movements are recorded.
