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What is a stock transfer?

A stock transfer involves moving inventory between locations, ensuring accurate tracking and efficient stock management.

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated this week

A stock transfer is the process of moving inventory—both products and materials—between different locations within your Katana workspace. It ensures accurate stock levels, smoother operations, and better planning across warehouses, stores, or production sites.


Why use stock transfers?

  • Maintain precise inventory balances across locations.

  • Prevent stockouts or overstocking.

  • Improve operations and logistics planning with reliable data.

  • Essential when multiple Locations are active in your account.


Key elements of a stock transfer

Every transfer includes:

  • Origin location: Where stock is moved from — decreases inventory.

  • Destination location: Where stock is moved to — increases inventory.

  • Items and quantities: You can transfer both materials and products.

  • Transfer date: Specifies when the movement occurs.

  • In-stock display: Shows current quantities at origin and destination.


How it works

  1. Created: You open a transfer and enter details. Katana immediately commits stock from the Origin and expects stock at the Destination.

  2. In transit: You indicate the stock is being moved. Inventory reflects the change in both locations.

  3. Received: You mark the transfer complete. Katana updates the available stock in the Destination.

    • You can revert to an earlier status from In transit or Received if needed.


What you can’t change after commit

Once in In transit or Received status, you cannot edit:

  • Origin/Destination

  • Items or quantities

  • Transfer date

These fields are locked to protect inventory accuracy.


Item availability status

During creation, each line displays item availability:

  • In stock – enough inventory at the origin

  • Expected – stock currently committed elsewhere

  • Not available – insufficient stock at origin

Stock transfers are prioritized based on dispatch dates.


Deleting or reverting a transfer

Mistakes? Easily reverse them:

  • Go to the Stock transfers tab under the Stock screen.

  • Open the transfer and click ••• → Delete (removes and reverses impact) or Revert (roll back to Created status for editing).


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