Transferring Stock Between Warehouses

Important Note: PartsLedger is now PartsManager. PartsManager retains all of the parts purchasing and warehouse management automation benefits of its predecessor. To read more about this exciting change, click here.

The Stock Summary Page allows you to view and manage your Stock across all of your Warehouses. Here you can transfer Stock from one Warehouse to another.

This article will walk users through transferring stock between warehouses and managing your stock transfers.

Prerequisites

• Must be an Admin User in PartsManager, formerly known as PartsLedger.
• Must have more than one Warehouse in PartsManager

How to Transfer Items Between Warehouses

1. On the Nav Bar, click Inventory and then click Stock.
2. Click the  + Transfer button to open the Transfer Stock Menu.
3. Select the Warehouse you are transferring stock from and to.
4. Select the Item being transferred, the Quantity, and the Date of transfer.
   
   • Note: Transfer dates cannot be done in the future.
5. Select the Status of the Transfer.
   • Complete - The transfer between warehouses has taken place.
   • In Transit - The transfer between warehouses has not taken place and needs to be reviewed later. See Managing Stock Transfers for more details.
6.  Click the blue Submit button to confirm the Transfer Order.

Managing Stock Transfers

The Stock Transfers Page lets you view and manage all existing stock transfers.

Navigating the Stock Transfers Page

1. On the Nav Bar, click Inventory and then click Stock.
2. Click the Stock Transfers tab to open the Stock Transfers Menu. This menu list all complete and in transit transfers.
3. Use the Quick Filters search to find the relevant Stock Transfer.

Completing an "In Transit" Stock Transfer

1. On the relevant "in transit" stock transfer, click the 3-dot icon under the Actions column.
2. Click the Complete checkmark icon.
   
3. Click the Confirm button. If successful, the status will change to "Complete."

Editing Stock Transfers

1. On the relevant stock transfer, click the 3-dot icon under the Actions column.
2. Click the Edit pencil icon.
   
3. Make your desired changes on the Transfer Stock menu.
4. Click Submit when done.

Deleting Stock Transfers

1. On the relevant stock transfer, click the 3-dot icon under the Actions column.
2. Click the Delete trashcan icon.
   
3. Click the Confirm button, to delete and undue the stock transfer.