Stock transfers let you move inventory—both products and materials—between locations like warehouses, stores, or production sites. This helps keep inventory levels accurate and operations smooth across your team.
Note: Creating a stock transfer is only possible if you have multiple locations.
How to initiate a stock transfer
You have two ways to create a stock transfer:
1. Global + create button, or from the Stock transfers tab
Click the + Create button in the top bar.
Choose + Stock transfer.
2. From the Inventory tab (if you want to bulk transfer)
Go to the Stock screen → Inventory tab.
Select items via checkboxes.
Click Transfer stock above the list.
Choose your Destination location.
Completing the stock transfer
Note: It's not possible to complete a stock transfer if there is 0 quantity.
Adjust the following details:
Stock transfer #: auto-generated (e.g., ST-1)
Origin: where the stock comes from
Destination: where the stock goes
Transfer date: default is today (editable)
Item lines:
Quantity (must be positive)
Current in stock (origin and destination)
Cost per unit (average cost at origin, read-only)
Transfer value (quantity × cost, read-only)
Note: If you transfer more than is available, the origin stock becomes negative.
Transfer Workflow Statuses
Transfers move through these stages:
Created – initiated, reserved quantities
In transit – stock is traveling; click In transit
Received – destination stock updated; click Received
To correct errors, use the ••• menu to Revert back to a previous stage.
Once marked In transit or Received, you cannot edit origin, destination, items, quantities, or date.
Understanding Item Availability & Priorities
When creating a transfer, each line shows:
In stock – enough quantity at origin
Expected – reserved elsewhere
Not available – insufficient stock
Katana commits and reserves stock based on the transfer date, helping with planning and avoiding conflicts.
Deleting or Reverting Transfers
Scenario | What to do |
Mistake made | Go to Stock screen → Stock transfers tab; find the transfer; open it and use ••• → Delete (reverses stock movement) |
Need to edit | Use ••• → Revert to change details and update again |
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