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.
A stock transfer changes the in stock quantities for items at chosen locations. If 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, 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.
Your feedback is invaluable. Let us know your thoughts on this article or anything in Katana you'd like to see improved: [email protected]