Prepare an outlet stock transfer

Use a transfer for stock moving between locations. Confirm the direction and physical movement before entering products.

Choose the outlets

Open Catalogue & Stock → Outlet Stock Transfer and check for an existing record covering the movement.
Select Add stock transfer.
Choose Outlet In as the destination and Outlet Out as the source. Check both selections rather than relying on their order in the form.
Select Create Order to open the transfer editor.

Check the empty draft and direction

After Create Order, review Outlet out as the source and Outlet In as the destination again. A new draft starts with No products included yet. Use Find products to choose the intended stock; the empty list is not a reason to recreate the draft.

Add and review the items

Confirm Outlet out, Outlet In, the transfer reference and Notes.
Select Find products. In Add products, type a distinctive part of the name into Search the source outlet catalogue and wait for suggestions. The search is tied to the selected source outlet.
Select the exact product or variant from the suggestions. Check Item, SKU and In Stock in the resulting row. Selection can leave Transfer quantity at zero; enter the intended quantity deliberately.
Review all rows. Use Remove or Delete selected only for intended row removals.
Check quantities against the actual source stock and intended movement.
Select Save changes to record the transfer, then find it in the list and reopen it to check the saved contents and status.

Outlet Exchange Stock order editor showing the order reference, source and destination outlets, notes, item rows and quantities — Existing demonstration transfer. Check Outlet out as the source, Outlet In as the destination, and each product option and quantity before saving or processing.

Example: four bags move between branches

For four bags moving from the main store to a branch, choose the main store as Outlet Out and the branch as Outlet In. Check the colour and size on the line as well as the SKU. Keep the transfer reference with the physical movement.

Saving and processing

Saving prepares the open transfer document. Review the saved details and follow the processing checks before marking the movement as processed.

If a product cannot be found

Check the source outlet and identifier. The source search can report that no matching product has available stock in that outlet. Review the actual product/variant holding before choosing a similar-looking item.

Remove an unsaved line deliberately

Check the exact product or option before Remove. For Delete selected, inspect the checked rows first. These changes prepare the editor’s remaining lines for Save changes. Cancel leaves without another form save; it does not reverse an earlier successful save or processing action.

Example: prepare one of two available units

For a London-to-Penzance draft, choose London as Outlet Out and Penzance as Outlet In. If the selected Small/Green row shows In Stock 2 and you intend to transfer one, enter 1 in that row’s quantity. Check the SKU and physical movement separately; selecting a product or entering the draft quantity does not complete the processing task.

Keep or remove an unsaved row

Choose the row’s Remove control only for an item you intend to leave out. In Delete row?, choose No to keep the row or Yes for the intended removal, then check the remaining rows. This row action is separate from deleting a saved transfer document. Use the draft’s Cancel if you were only preparing or reviewing it and do not intend another save.

New unsaved outlet transfer showing London as Outlet out, Penzance as Outlet In and No products included yet — Check the direction first, then use Find products to add the intended items.

Unsaved London-to-Penzance transfer with Small Green product, its SKU, In Stock 2 and quantity 1 — Review the exact product option, source stock and intended transfer quantity before saving the document.

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