What is a Stock transfer?

A Stock transfer allows you to move stock between Locations

Dayvid Lorbiecke avatar
Written by Dayvid Lorbiecke
Updated over a week ago

If you have 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 transfering the items.

  • The items and quantities you want to transfer.

A Stock transfer changes the In stock quantities for items at chosen Locations. When you've filled in all the required fields on a Stock transfer, the document will autosave and the stock will transfer.

A Stock transfer displays your current In stock quantities for Origin and Destination Locations. If you entered the quantity to transfer, then those quantities take the transferred items into account (e.g. the quantities refer to In stock after the transfer).

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