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
Created: You open a transfer and enter details. Katana immediately commits stock from the Origin and expects stock at the Destination.
In transit: You indicate the stock is being moved. Inventory reflects the change in both locations.
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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