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How to create a stock transfer

Create a stock transfer to move inventory between locations.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated this week

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

Where to create a stock transfer
  1. Click the + Create button in the top bar.

  2. Choose + Stock transfer.

2. From the Inventory tab (if you want to bulk transfer)

Screenshot showing how you can bulk select items and create a stock transfer
  1. Go to the Stock screen → Inventory tab.

  2. Select items via checkboxes.

  3. Click Transfer stock above the list.

  4. Choose your Destination location.


Completing the stock transfer

Screenshot example of a 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

    Screenshot showing where you can choose a destination to transfer stock.
  • Transfer date: default is today (editable)

  • Item lines:

    • Item (product or material)

    • 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

Screenshot showing the available statuses for stock transfers

Transfers move through these stages:

  1. Created – initiated, reserved quantities

  2. In transit – stock is traveling; click In transit

  3. 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


Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]

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