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Transfers

A warehouse transfer moves stock from one of your warehouses to another, and keeps it on your books as in-transit stock while it travels. You manage transfers on Inventory → Transfers, and the task pages follow the transfer's lifecycle: create and open it, ship it, receive it, then close it and add any freight costs. To move stock between bins inside one warehouse, use a location transfer instead.

To…Go to…
understand the transfer lifecycle, in-transit stock, and cost flowHow warehouse transfers work
create a draft transfer, add its lines and open it to allocate source stockCreate & open a warehouse transfer
ship a transfer and put its units in transitShip a transfer
receive a transfer in full or in part, and handle exceptionsReceive a transfer (full, partial & exceptions)
close a transfer, add landed costs, and post accountingClose a transfer, add costs & post accounting
look up transfer statuses, list filters, and fieldsTransfer statuses, fields & list
copy someone on ASN emails, or send the item list as an Excel fileConfigure advanced shipment notice emails
set the transfer number prefix and digits, and the default shipping methodSet transfer numbering and shipping defaults
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