A warehouse transfer moves stock from 1 warehouse to another. This feature is available only when Warehouse Tracking is on.
To create a transfer
Go to the Warehouse Transfers page under ConnectStock and click Add Warehouse Transfer.
Select the Source Warehouse and Destination Warehouse, and enter the Date and Reference Number.
Enter the item name and quantity you want to transfer. Each row shows that item's On Hand Qty in the source and destination warehouse as of the selected date.
Click Save to make the transfer.
The quantity leaves the source warehouse and goes into the destination warehouse on the transfer date. Your total stock stays the same. ConnectBooks updates stock in the background, so it can take a moment to show.
To edit or delete a transfer
Click the 3 dot menu on the transfer and select Edit. You can then change the quantities.
To delete it, click the 3 dot menu, select Delete, and confirm. The stock move is removed.
Things to know
Both warehouses must be active.
Only active inventory or assembly items can be moved, and each quantity must be more than 0.
If your file is closed, you need the close password to add, edit or delete a transfer dated on or before the close date.
For more on FBA transfers, see FBA Shipment Transfers with ConnectStock Explained.
Frequently asked questions
Why don't I see Warehouse Transfers?
It shows only when Warehouse Tracking is on in your inventory file settings and your user has access to Warehouse Transfers.
Can I see how much stock each warehouse has?
Yes. After you pick the warehouses, the date and an item, each row shows that item's On Hand Qty in the source and destination warehouse as of that date.
Why does it ask for a password?
Your file is closed for that date. Enter the close password to make the change.