A stock transfer is the process of moving inventory from one location to another, such as between warehouses or store locations. This helps businesses keep accurate records of stock levels across different sites, facilitating efficient inventory management and operational logistics.
If you've created multiple stock locations in Katana, a stock transfer allows you to move stock between Locations (i.e., transfer stock from one location to another).
You can transfer both products and materials to different locations. On a stock transfer, you can add:
The origin location where you're transferring items from.
The destination location where you're transferring the items to.
The items and quantities you want to transfer.
Note: Once a stock transfer's status is changed to In transit or Received, you can no longer change the origin, destination, items, and quantities listed on the stock transfer.
Once a stock transfer is created and items and quantities are added, Katana’s planner automatically commits the quantity to the origin location. This allows you to see from stock what quantity will go out and on which date.
The receiving end will see the same thing — the expected quantity to arrive in their location and on which date, making it possible to better plan the manufacturing and fulfillment.
A stock transfer changes the in stock quantities for items at chosen locations. Once you've filled in all the required fields on a stock transfer, the document will autosave and the stock can be transferred.
A stock transfer displays your current in stock quantities for origin and destination locations. If you entered the quantity to transfer, those quantities take the transferred items into account (e.g. the quantities refer to in stock after the transfer).
Learn how to create a stock transfer.
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