Transfer Stock Between Locations

Use Stock Transfer Manager to move available tracked stock from one location to another.

Permission required

Owners have full access. Managers and staff need Stock Transfers access, access to both locations, and permission to perform the stock movement.

Before you begin

• At least two accessible locations must exist.
• The product must have Track inventory enabled.
• Confirm the source has enough available quantity.
• Complete any physical handover checks your business requires before posting.

Complete a transfer

Open Catalog & Inventory → Stock Transfers.

Post a stock transfer

1. Select New Transfer.
2. Choose the Product.
3. Select From Branch and To Branch. They must be different.
4. Enter the whole-number Quantity.
5. Add a useful Note, such as the approved movement reference, without sensitive details.
6. Recheck the product, both branches and quantity.
7. Select Complete Transfer.

What happens next

The active workflow posts the transfer immediately. Yepsta reduces the source location, increases the destination location and records the audited transfer movements. There is no separate dispatch, in-transit or receive step on the current business screen.

Important information

Confirm the real-world handover before selecting Complete Transfer. Do not describe a transfer as pending when it has already been posted in Yepsta.

If a transfer is wrong

Do not hide the error with unrelated adjustments. Review both location ledgers and, when the physical stock should be moved back, create a new transfer in the opposite direction with a clear correction note. Contact Yepsta Support if the displayed movements do not match the completed action.

Warning

Never use a transfer to record a purchase, customer sale, damaged-stock write-off or supplier return. Those events have different inventory and financial effects.

Related guides

• Manage Stock by Location
• Create Product Categories and Products
• Manage Locations
• Contact Yepsta Support

Last reviewed: 12 July 2026