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Transfers

Transfers move stock from one storage unit to another. They create a complete movement trail in the inventory ledger: stock leaves the source storage unit and arrives at the destination storage unit.

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What a transfer does

A transfer moves one or more ingredients from a source storage unit to a destination storage unit. When a transfer is shipped, stock is removed from the source. When it is received, stock is added to the destination.

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Transfer statuses

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Creating a transfer

Transfers are created from the storage unit detail page. The flow creates and ships the transfer in one step — there is no intermediate draft stage in the standard flow.

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Adding lines to a transfer

The transfer sheet works similarly to the stock count sheet. Add one ingredient line at a time by selecting:

• Ingredient
• Quantity
• Unit, if packaging units are available

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Exceeds on-hand warning

If the quantity you enter is higher than the current on-hand stock, a warning appears:

Quantity is higher than current on-hand. Shipping will fail.

This warning is shown on the editor form and on the line row in the table. The transfer is blocked at shipping time if any line exceeds the available on-hand stock.

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Transfer lines table

Once lines are added, they appear in the table above the add form. Lines with quantities exceeding on-hand are highlighted in red.

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Editing a line

Click the pencil icon on any line to edit it inline. The row switches to edit mode showing:

• Quantity input
• Unit dropdown
• Numpad toggle

Click the save icon to confirm or X to cancel.

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Removing a line

Click the trash icon to remove a line from the transfer. Removing a line from the transfer does not delete the ingredient and does not change stock.

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Viewing the transfers list

The transfers list shows all transfers for your company across all storage units. Access it from:

• The Transfers button on the storage units list page
• The Incoming transfers stat card on a storage unit detail page, filtered to transfers incoming to that unit

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Transfers list columns

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Filters

The list defaults to showing the most recent transfers first. Click column headers to change the sort.

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Transfer actions

The action column in the transfers list shows a button on transfers that need action. Both actions show a confirmation dialog before executing.

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Shipping a transfer

The Ship confirmation dialog shows:

• Source storage unit
• Destination storage unit
• Item count

Confirming shipping removes stock from the source storage unit and marks the transfer as SHIPPED.

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Receiving a transfer

The Receive confirmation dialog shows:

• Source storage unit
• Destination storage unit
• Item count

Confirming receipt adds stock to the destination storage unit and marks the transfer as CLOSED.

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Transfer detail panel

Click any transfer row in the list to open its detail panel. The panel shows:

• Transfer ID and status badge
• From → To storage unit cards
• Company names, if the transfer crosses company boundaries
• Created, shipped, and received timestamps
• Notes, if any were added when creating the transfer
• Lines table showing each ingredient with its transferred quantity in packaging breakdown format

The footer shows Ship or Receive buttons depending on the transfer status and direction.

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Cross-company transfers

Transfers support moving stock between different company locations within your organization. The route column in the transfers list shows company names when the source and destination belong to different companies.

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Inventory ledger entries

Each transfer creates two inventory ledger entries. The same quantity appears as a TRANSFER_OUT in the source ledger and a TRANSFER_IN in the destination ledger.

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Common workflows

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Move stock between storage units

1. Open the source storage unit — go to Manage → Storage Units and click the unit
2. Click Transfer
3. Select the destination storage unit
4. Add each ingredient with its transfer quantity
5. Check the on-hand warning for any lines that exceed available stock
6. Click Ship transfer
7. Stock leaves the source immediately

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Receive an incoming transfer

1. Go to the transfers list from the Transfers button on the storage units page
2. Filter by Status → SHIPPED to see transfers waiting to be received
3. Click the transfer row to open the detail panel
4. Review the ingredients and quantities
5. Click Receive in the footer
6. Confirm in the dialog — stock is added to the destination and the transfer closes

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Check incoming transfers for a specific storage unit

1. Open the storage unit detail page
2. Check the Incoming transfers stat card — it shows the count of SHIPPED transfers
3. Click the stat card to go directly to the transfers list filtered for that storage unit

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Best practices

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Related pages

They create a complete movement trail in the inventory ledger: stock leaves the source storage unit and arrives at the destination storage unit.

​

What a transfer does

A transfer moves one or more ingredients from a source storage unit to a destination storage unit. When a transfer is shipped, stock is removed from the source. When it is received, stock is added to the destination.

​

Transfer statuses

​

Creating a transfer

Transfers are created from the storage unit detail page. The flow creates and ships the transfer in one step — there is no intermediate draft stage in the standard flow.

​

Adding lines to a transfer

The transfer sheet works similarly to the stock count sheet. Add one ingredient line at a time by selecting:

• Ingredient
• Quantity
• Unit, if packaging units are available

​

Exceeds on-hand warning

If the quantity you enter is higher than the current on-hand stock, a warning appears:

Quantity is higher than current on-hand. Shipping will fail.

This warning is shown on the editor form and on the line row in the table. The transfer is blocked at shipping time if any line exceeds the available on-hand stock.

​

Transfer lines table

Once lines are added, they appear in the table above the add form. Lines with quantities exceeding on-hand are highlighted in red.

​

Editing a line

Click the pencil icon on any line to edit it inline. The row switches to edit mode showing:

• Quantity input
• Unit dropdown
• Numpad toggle

Click the save icon to confirm or X to cancel.

​

Removing a line

Click the trash icon to remove a line from the transfer. Removing a line from the transfer does not delete the ingredient and does not change stock.

​

Viewing the transfers list

The transfers list shows all transfers for your company across all storage units. Access it from:

• The Transfers button on the storage units list page
• The Incoming transfers stat card on a storage unit detail page, filtered to transfers incoming to that unit

​

Transfers list columns

​

Filters

The list defaults to showing the most recent transfers first. Click column headers to change the sort.

​

Transfer actions

The action column in the transfers list shows a button on transfers that need action. Both actions show a confirmation dialog before executing.

​

Shipping a transfer

The Ship confirmation dialog shows:

• Source storage unit
• Destination storage unit
• Item count

Confirming shipping removes stock from the source storage unit and marks the transfer as SHIPPED.

​

Receiving a transfer

The Receive confirmation dialog shows:

• Source storage unit
• Destination storage unit
• Item count

Confirming receipt adds stock to the destination storage unit and marks the transfer as CLOSED.

​

Transfer detail panel

Click any transfer row in the list to open its detail panel. The panel shows:

• Transfer ID and status badge
• From → To storage unit cards
• Company names, if the transfer crosses company boundaries
• Created, shipped, and received timestamps
• Notes, if any were added when creating the transfer
• Lines table showing each ingredient with its transferred quantity in packaging breakdown format

The footer shows Ship or Receive buttons depending on the transfer status and direction.

​

Cross-company transfers

Transfers support moving stock between different company locations within your organization. The route column in the transfers list shows company names when the source and destination belong to different companies.

​

Inventory ledger entries

Each transfer creates two inventory ledger entries. The same quantity appears as a TRANSFER_OUT in the source ledger and a TRANSFER_IN in the destination ledger.

​

Common workflows

​

Move stock between storage units

1. Open the source storage unit — go to Manage → Storage Units and click the unit
2. Click Transfer
3. Select the destination storage unit
4. Add each ingredient with its transfer quantity
5. Check the on-hand warning for any lines that exceed available stock
6. Click Ship transfer
7. Stock leaves the source immediately

​

Receive an incoming transfer

1. Go to the transfers list from the Transfers button on the storage units page
2. Filter by Status → SHIPPED to see transfers waiting to be received
3. Click the transfer row to open the detail panel
4. Review the ingredients and quantities
5. Click Receive in the footer
6. Confirm in the dialog — stock is added to the destination and the transfer closes

​

Check incoming transfers for a specific storage unit

1. Open the storage unit detail page
2. Check the Incoming transfers stat card — it shows the count of SHIPPED transfers
3. Click the stat card to go directly to the transfers list filtered for that storage unit