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.
You can also use the bottom checkbox to auto-include all in stock quantities of the selected items in the stock transfer.
Tip: Bulk-create stock transfers using a community-built app.
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.
Bins on stock transfers
During stock transfers, you can assign bin information. At the origin location, specify which bin the stock is taken from, and at the destination location, run a guided put-away to assign received stock to specific bins.
How it works
When creating a stock transfer and adding a product, a yellow triangle appears next to the quantity field. Click the triangle or the arrow to the left of the SKU name to open the bins and traceability table.
At the origin location:
Select the bin to take stock from
For batch or serial-tracked items, select the specific batch or serial number to transfer
If left blank, stock is taken from Unassigned
At the destination location:
Once the transfer is received, customers can run a guided put-away to assign the incoming stock to specific bins
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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