Cross-Store Transfers
A cross-store transfer is one document both stores can see. Stock only moves when a store ships or receives. Creating one never changes stock.
Before you start
- Advanced Inventory on both stores and the Organization add-on.
- Products linked across the stores.
- The Inventory · Modify permission.
Steps
Open Cross-store Transfers
From any store in an organization, open Advanced Inventory → Cross-store Transfers. Outgoing shows what you send. Incoming shows what another store sends you.
Create a transfer
Tap New, pick the store to send to, add products and quantities and a note, and tap Create transfer. It starts as a Draft.
Or request stock
Tap Request, choose the store to ask, add items and tap Send request. The other store opens it and taps Accept request, which turns it into a draft ready to ship, or Decline request.
Ship from the source
The sending store opens the draft from Outgoing and taps Ship. Stock leaves, and each item records the cost it left at.
Receive at the destination
The receiving store opens it from Incoming and taps Receive. Stock is added and its average cost is updated.
The Receive button — screenshot coming soon
What happens next
- The other store's list updates by itself, with live sync. The transfer is Received once everything shipped has arrived.
Edge cases
- What you need. The Organization add-on on the account, Advanced Inventory on both stores, and the products linked across your stores. An unlinked product is refused with a message to link it.
- Who sees the store list. Any staff member who can manage inventory, not only organization members. Only stores with Advanced Inventory are listed.
- Locations. Stock leaves the sending store's default location and arrives at the receiving store's default location.
- Who can do what. Only the sending store ships. Only the receiving store receives. Only the store asked can accept or decline a request. The sending store can cancel any open transfer. The receiving store can cancel one that has not shipped yet, so the asking store can withdraw its request.
- Partial. You can ship less than requested, and receive only what was shipped and has not arrived. A partly shipped transfer stays open.
- Not enough stock. With Prevent negative stock on, a ship is refused when stock is short.
- Cancel puts shipped stock back at the sender as an adjustment.
- Numbers. XTRF for transfers and XREQ for requests. Saving twice with the same request key answers once.
- Central warehouse. Use one store as the hub for your branches. See Central Warehouse.
Works with
| Add-on or plan | What changes on this page |
|---|---|
| Advanced Inventory add-on | Required for locations, purchase orders, suppliers, transfers and audited adjustments. It is the one add-on not unlocked during a free trial: activate it with a saved payment method on file. |
| Organization add-on | Needed for cross-store transfers, on top of Advanced Inventory on both stores. |