Creating a Stock Transfer
If you have created multiple stock Locations in Katana, a Stock Transfer enables you to move stock between Locations (i.e. transfer stock from one Location to another). Creating Stock Transfers is only possible if you have created multiple Locations.
This article gives guidelines for creating Stock Transfers. Stock Transfers can be created manually in Katana.
You can create a new Stock Transfer by clicking on the global '+' sign and selecting '+ Stock transfer'. This option is only visible if you have more than one Location in Katana.
At least one item has to be added to each Stock Transfer. You can add both products and materials to Stock Transfers.
A Stock Transfer card includes the following fields:
Stock transfer # (required) - an identifier for the Stock Transfer. This is auto-generated by Katana but can be edited manually if needed. Example: ST-1, ST-2.
From - a Location from which you wish to transfer the items. The Stock Transfer will decrease the "In stock" quantity for the items at this Location.
To - a Location to which you wish to transfer the items. The Stock Transfer will increase the "In stock" quantity for the items at this Location.
Transfer date - the date of transferring the items from one Location to another. Can be edited manually.
Item (required) - select a product or material variant that you wish to transfer to another Location. You can only select existing items and cannot create new items on the Stock Transfer card.
Quantity (required) - the quantity that you wish to transfer from one Location to another for the selected item. You can only enter positive numbers that will decrease the "In Stock" amount at the "From" Location and increase at the "To" Location. The Unit of Measure for the item can be edited on the product or material card.
Note: Be aware that if the quantity you are transferring is larger than the "In Stock" quantity for the item at the "From" Location, the "In stock" quantity at the "From" location will become negative.
Cost per unit - displays the Average Cost of the item per one unit in the Inventory at the "From" Location. Cannot be changed manually on the Stock Transfer card.
Transfer value - displays the total value of the transferred items for each row. Calculated as "Quantity" * "Cost per unit". Cannot be changed manually.