# Stock Transfer (Detail)



# Summary

From this screen you can manage an individual Stock Transfer.

<p class="callout info">You can also receive stock on a Stock Transfer via the [Goods In](https://bookstack.iconography.co.uk/books/goods-in "Goods In") screen</p>

### Page Breakdown

<table border="1" id="bkmrk-status-header-stock-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 25.5053%;"></col><col style="width: 74.4947%;"></col></colgroup><tbody><tr><td>- [Status](https://bookstack.iconography.co.uk/books/stock-transfers/page/status)
- [Header](https://bookstack.iconography.co.uk/books/stock-transfers/page/header)
- [Stock Transfer Lines](https://bookstack.iconography.co.uk/books/stock-transfers/page/stock-transfer-lines)
- [Delivery](https://bookstack.iconography.co.uk/books/stock-transfers/page/delivery)
- [Stock Transfer Notes](https://bookstack.iconography.co.uk/books/stock-transfers/page/stock-transfer-notes)
- [Audit History](https://bookstack.iconography.co.uk/books/stock-transfers/page/audit-history)

</td><td>[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-11/scaled-1680-/gFmimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-11/gFmimage.png)

</td></tr></tbody></table>

# Status

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-11/scaled-1680-/Dffimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-11/Dffimage.png)

The Stock Transfer status is set automatically based on a variety of things within the Stock Transfer.

<p class="callout info">These can be used to filter the list of Stock Transfers</p>

### A List of Statuses

<table border="1" id="bkmrk-status-purpose-open-" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Status</td><td>Purpose</td></tr></thead><tbody><tr><td>Open

</td><td>*While a Stock Transfer is Open, more items may be added to it*

*You may also change the destination Store of an Open Stock Transfer*

</td></tr><tr><td>In Transit</td><td>*A Stock Transfer that is In Transit is in the progress of being moved from A to B*

<p class="callout warning">*Marking a Stock Transfer as In Transit will make all stock on that transfer unavailable*</p>

</td></tr><tr><td>Received</td><td>*This status is activated as soon as a single item on the Stock Transfer has been received*

*It is not possible to 'complete' a Received Stock Transfer until all items have been received or rejected*

</td></tr><tr><td>Awaiting action</td><td>*Highlights that there is an issue with this Stock Transfer*</td></tr><tr><td>completed</td><td>*A complete Stock Transfer; no further action is needed or possible.*</td></tr></tbody></table>

# Header

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-11/scaled-1680-/yR4image.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-11/yR4image.png)

Use this screen to view and manage key information about the Stock Transfer.

This information may only be amended on 'open' Stock Transfers.

<table border="1" id="bkmrk-field-purpose-refere" style="border-collapse: collapse; width: 100%;"><colgroup><col style="width: 50%;"></col><col style="width: 50%;"></col></colgroup><thead><tr><td>Field</td><td>Purpose</td></tr></thead><tbody><tr><td>Reference</td><td>*Enter an internal reference for the Stock Transfer (optional)*</td></tr><tr><td>Source Store</td><td>*The source of the stock on this Transfer*

*Amending this is only possible on open Stock Transfers, and doing so may cause issues if stock is not available in the new Store*

</td></tr><tr><td>Destination Store</td><td>*The destination for stock on this Transfer*

*Amending this is only possible on open Stock Transfers*

</td></tr></tbody></table>

# Stock Transfer Lines

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-11/scaled-1680-/F34image.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-11/F34image.png)

Use this section to view and update Stock Transfer lines. This shows essential information, and also allows for the following actions:

### Add new Stock Transfer line

Search for products to add to the Stock Transfer.

<p class="callout info">This is only possible on Open Stock Transfers.</p>

### Receive lines

Enter a number of items to receive. You will also need to select the destination stock location; this is where the goods will be added.

<p class="callout info">This is only possible on In Transit and Received Stock Transfers</p>

<p class="callout info">You can also do this on the [Goods In](https://bookstack.iconography.co.uk/books/goods-in "Goods In") screen</p>

### Reject lines

Use this option to reject units of stock. Select a reason and enter a quantity.

<p class="callout warning">Please ensure that before taking these actions, you investigate the matter with the appropriate individuals in your company to confirm exactly what has happened and where the stock actually is.</p>

<p class="callout info">If you are sent an item that is not on the Stock Transfer, a new one must immediately be added, as it is not possible to over receive stock on a Stock Transfer.</p>

#### Return to sender

Use this when you have more items than required.

This will receive the stock into your current Store and immediately create a new Stock Transfer; the destination Store on the new transfer will be the source of the original.

#### Not sent

Use this if an item is missing from your shipment.

This will immediately add the unit of stock back into its source Store and Location.

#### Lost in transit

Use this if an item is lost or destroyed.

This stock will be removed from the system, and an entry will be added to the [Stock Discrepancy](https://bookstack.iconography.co.uk/books/stock-reports/page/stock-discrepancy "Stock Discrepancy") report.

# Delivery

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-11/scaled-1680-/1tWimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-11/1tWimage.png)

Use this screen to book delivery of the Stock Transfer on a lorry.

You can also use the Scheduling tool for this purpose.

<p class="callout info">Click [here](https://bookstack.iconography.co.uk/books/scheduling/page/how-to-schedule-a-sales-orderstock-transfer) for a guide on booking deliveries</p>

# Stock Transfer Notes

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-11/scaled-1680-/f77image.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-11/f77image.png)

A user may add notes to a Stock Transfer here.

Use the controls to [add a note or a task](https://bookstack.iconography.co.uk/books/general/page/adding-notes-and-tasks "Adding Notes and Tasks").

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/scaled-1680-/8WOimage.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-10/8WOimage.png)

# Audit History

[![image.png](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-11/scaled-1680-/WM4image.png)](https://bookstack.iconography.co.uk/uploads/images/gallery/2025-11/WM4image.png)

The audit history shows a log of all actions taken on a Stock Transfer, along with a timestamp and who took the action.