> For the complete documentation index, see [llms.txt](https://support.ordereazi.com/central/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://support.ordereazi.com/central/warehouse-management/move-stock/warehouse-transfers.md).

# Warehouse Transfers

Move stock from one warehouse to another: create a warehouse transfer, pick and dispatch it with box labels, and receive it at the other end.

When one warehouse runs low and another has plenty, you move stock between them. A warehouse transfer in OrderEazi records the stock leaving one warehouse, travelling, and arriving at the other, so both warehouses' stock stays right the whole way.

### Before you start

You'll need:

* **Permissions:** To create and change transfers, **Perform Warehouse Transfers**, in the **Warehousing** permission group. To also dispatch, import, and delete them, **Manage Warehouse Transfers**. To receive them, **Receive Warehouse Transfers** or **Manage Warehouse Transfer Receive**. **View and Use as Manager** and **View and Use as Administrator** can do everything.
* **Both warehouses:** The warehouse you send from must be ticked under **Manage Warehouses** on your user. To receive, so must the warehouse it's sent to.
* **Settings:** **Use Simple Warehouse Transfer Dispatch/Receiving** and **Fully dispatch warehouse transfer**, in [Warehouse settings](/central/warehouse-management/warehouse-settings.md), change the steps below.

### How a transfer works

1. **Create:** You list the stock to send. The status is **Open**, and the stock is reserved in its bins.
2. **Pick and dispatch:** The stock is picked from its bins, boxed, and labelled. Once it's dispatched, the status is **InTransit**: the stock is in transit, out of the sending warehouse's bins and not yet in the other warehouse.
3. **Receive:** The other warehouse scans the stock in. Good stock goes into that warehouse's **WT-Receiving-Bin**, and the status changes to **Received**.
4. **Move to the shelves:** Move the stock from **WT-Receiving-Bin** to the shelves with a [movement request](/central/warehouse-management/move-stock/movement-requests.md).

### How to create a transfer

1. In the warehouse menu, select **Move Stock** > **Warehouse Transfer**.
2. If the **Warehouse Transfer List** opens, select **Create Transfer**.
3. Choose the **From Warehouse**.
4. Choose the **To Warehouse**.
5. Enter a **Reference Number**, such as your request number.
6. Start typing the product under **Item Code**, and choose it. Every bin holding it is listed.
7. Enter the **Transfer Qty** for each bin you're taking it from.
8. Select **Add Line**.
9. Repeat steps 6 to 8 for each product.
10. Select **Create**.

The transfer opens, with a number starting with WT and the status **Open**.

**Example:** The Cape Town Warehouse is down to 10 units of CHAIR-01, and the Johannesburg Warehouse has 200. You create a transfer from Johannesburg to Cape Town with the reference "CPT restock", and add 60 chairs from bin A-07. Johannesburg can no longer sell those 60 while the transfer is open.

### How to dispatch a transfer

1. In the warehouse menu, select **Move Stock** > **Warehouse Transfer**.
2. In the transfer's row, select the gear, then **Start Dispatch**.
3. Under **Add item to dispatch**, scan an item.
4. Enter the quantity. For a serialised product (one tracked by serial number), scan each serial number.
5. Repeat steps 3 and 4 for each item. Each scan takes the stock out of its bin.
6. Select **Dispatch**.
7. Enter the **Number of Boxes**.
8. Select **Submit**.

A box label prints for each box on your computer's **Box Label Printer**. Each label shows the destination warehouse, the transfer number as a barcode, and the box number, such as "Box 1 of 3".

The status changes to **InTransit**. To print the dispatch note for the driver, select **View** in the transfer's row, and then **Print**.

With **Use Simple Warehouse Transfer Dispatch/Receiving** on, you don't scan. Tick the lines, enter the **Dispatch** quantity for each, and select **Dispatch**.

With **Fully dispatch warehouse transfer** on, you must pick every item before you can dispatch. With it off, you can send part of a transfer. The rest isn't sent.

### How to receive a transfer

Receive the whole delivery in one go where you can. See [How transfers reach your accounting system](#how-transfers-reach-your-accounting-system).

1. In the warehouse menu, select **Move Stock** > **Warehouse Transfer**.
2. Find the transfer. To search for it, type the WT number from a box label under **Transfer Number**, and select **Filter**.
3. In its row, select the gear, then **Receive**.
4. Under **Receive Item**, scan an item.
5. Enter the quantity.
6. When you're asked whether it's damaged, select **No** for good stock or **Yes** for damaged stock.
7. For damaged stock, select **Add Reason**. For good stock, go to step 12.
8. Choose a reason.
9. Enter a description.
10. Add photos if you have them.
11. Select **Create**.
12. Repeat steps 4 to 11 for each item.
13. Select **Receive**.

You'll see "The warehouse transfer was received successfully". Good stock goes into the warehouse's **WT-Receiving-Bin**, and damaged stock into **Q-Bin-001** in its quarantine area (where stock is held until someone decides what to do with it).

If you received everything that was sent, the status is **Received**. Otherwise it's **PartiallyReceived**, and the rest stays in transit.

With **Use Simple Warehouse Transfer Dispatch/Receiving** on, you enter the **Good** and **Damaged** quantities for each line instead of scanning.

### How to manage transfers

In the warehouse menu, select **Move Stock** > **Warehouse Transfer** to open the **Warehouse Transfer List**. It shows every transfer to or from your warehouses. Filter by **Transfer Number**, **Reference Number**, **Contains Item**, **From Warehouse**, **To Warehouse**, or **Status**, and select **Filter**. In a transfer's row, select the gear for these:

* **View:** This shows the transfer, its lines, and how much is outstanding. Select **Print Item Barcodes** to print product labels for every unit.
* **Edit:** On an open transfer, this changes the destination, reference, or quantities.
* **Delete:** On an open transfer, this cancels it, and the stock is no longer reserved.

#### How to import transfers

1. On the **Warehouse Transfer List**, select **Import Transfers**.
2. Select **Download Template**.
3. Fill in a row for each line: **Source Warehouse Name**, **Destination Warehouse Name**, **SKU**, **Location - Source Warehouse**, and **Quantity**.
4. Delete the template's second row, which describes each column.
5. Drop the spreadsheet into the upload box.

One transfer is created for each pair of warehouses. Rows that can't be imported are listed with the reason, such as a location that doesn't have enough stock.

### How transfers reach your accounting system

If your accounting system is Sage Evolution 8.0.0.89 or later, turn on **Stock Level Adjustment Exporter** in your Sage Evolution settings to send it each transfer. Each transfer arrives as an inter-branch transfer (Sage Evolution's record of stock moving between branches). Sage Evolution can only receive a transfer in full, so receive the whole transfer in OrderEazi. Transfers aren't sent to other accounting systems.

### Related pages

* [Movement Requests](/central/warehouse-management/move-stock/movement-requests.md): move received stock to the shelves
* [Stock Levels](/central/warehouse-management/stock/stock-levels.md): the **XFER** column shows stock on transfers
* [Printers](/central/warehouse-management/management/printers.md): set up the box label printer