{"id":234,"date":"2021-07-29T00:20:54","date_gmt":"2021-07-29T00:20:54","guid":{"rendered":"https:\/\/cashflowinventory.com\/blog\/?p=234"},"modified":"2022-04-14T21:55:14","modified_gmt":"2022-04-14T21:55:14","slug":"cash-flow-inventory-tutorial-stock-transfer","status":"publish","type":"post","link":"https:\/\/cashflowinventory.com\/blog\/cash-flow-inventory-tutorial-stock-transfer\/","title":{"rendered":"Cash Flow Inventory Tutorial \u2013 Stock Transfer"},"content":{"rendered":"\n<p class=\"wp-block-paragraph\">A stock transfer is the movement of <a href=\"https:\/\/www.accountingtools.com\/articles\/2017\/5\/16\/physical-inventory#:~:text=Physical%20inventory%20is%20an%20actual,have%20been%20consigned%20to%20them.\" target=\"_blank\" rel=\"noreferrer noopener\">physical inventory<\/a> items from one location to another for improving inventory availability when you sell items, consignment activities, manage spoiled, expired, and damaged items.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">In other words, Stock transfer describes moving goods from one location or warehouse to another. In general, A stock transfer optimizes the storage capacity among the different locations according to their demands.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">How to Manage Stock Transfer in Cash Flow Inventory :<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Login&gt;  Dashboard&gt; Inventory&gt; Transfers<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"533\" src=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-transfers--1024x533.webp\" alt=\"\" class=\"wp-image-701\" srcset=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-transfers--1024x533.webp 1024w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-transfers--300x156.webp 300w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-transfers--768x400.webp 768w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-transfers--2x1.webp 2w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-transfers-.webp 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Click the \u201cAdd new\u201d button (in the right side\/right bottom corner for mobile view). A new tab is open like this.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"469\" src=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-transfer-new-entry-1024x469.webp\" alt=\"\" class=\"wp-image-642\" srcset=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-transfer-new-entry-1024x469.webp 1024w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-transfer-new-entry-300x137.webp 300w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-transfer-new-entry-768x351.webp 768w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-transfer-new-entry-2x1.webp 2w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-transfer-new-entry.webp 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Select the locations from where to where transferred products. Then select products items and quantities.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\">It looks like this.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"496\" src=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-stock-transfer-add-or-edit-an-entry-1024x496.webp\" alt=\"\" class=\"wp-image-644\" srcset=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-stock-transfer-add-or-edit-an-entry-1024x496.webp 1024w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-stock-transfer-add-or-edit-an-entry-300x145.webp 300w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-stock-transfer-add-or-edit-an-entry-768x372.webp 768w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-stock-transfer-add-or-edit-an-entry-2x1.webp 2w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-stock-transfer-add-or-edit-an-entry.webp 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Then save and exit.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><\/p>\n\n\n\n<h3 class=\"wp-block-heading\">Key Fields :<\/h3>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Location(From): <\/strong>Transfer from where.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Location(To):<\/strong> Transferred location.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Reference: <\/strong>Responsible employee for this transfer.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Shipped: <\/strong>Shipping status from the location.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Receipt:<\/strong> Receipt status to the location.<\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Shipping Cost:<\/strong> Cost of the shipping process. <\/p>\n\n\n\n<p class=\"wp-block-paragraph\"><strong>Shipping Method :<\/strong> Shipping methods use for the transfer.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Edit a Stock Transfer Entry :<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Go to transfer entries ( <strong>Login&gt;  Dashboard&gt; Inventory&gt; Transfers<\/strong> and Filter and search if needed).<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"145\" src=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-transfer-entries-search-and-filter-1024x145.webp\" alt=\"\" class=\"wp-image-706\" srcset=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-transfer-entries-search-and-filter-1024x145.webp 1024w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-transfer-entries-search-and-filter-300x43.webp 300w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-transfer-entries-search-and-filter-768x109.webp 768w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-transfer-entries-search-and-filter-7x1.webp 7w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-transfer-entries-search-and-filter.webp 1298w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Click entry number. A new tab opens like below.<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"496\" src=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-stock-transfer-add-or-edit-an-entry-1024x496.webp\" alt=\"\" class=\"wp-image-644\" srcset=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-stock-transfer-add-or-edit-an-entry-1024x496.webp 1024w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-stock-transfer-add-or-edit-an-entry-300x145.webp 300w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-stock-transfer-add-or-edit-an-entry-768x372.webp 768w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-stock-transfer-add-or-edit-an-entry-2x1.webp 2w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-stock-transfer-add-or-edit-an-entry.webp 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">You can remove products or add new or change quantities or locations and then save.<\/p>\n\n\n\n<h2 class=\"wp-block-heading\">Delete a Stock Transfer Entry:<\/h2>\n\n\n\n<p class=\"wp-block-paragraph\">Go to transfer entries ( <strong>Login&gt;  Dashboard&gt; Inventory&gt; Transfers<\/strong> and Filter and search if needed). <\/p>\n\n\n\n<p class=\"wp-block-paragraph\">Click entry number. A new tab is opened (Same as edit).<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"469\" src=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-adjust-item-add-or-edit-an-entry-1024x469.webp\" alt=\"\" class=\"wp-image-678\" srcset=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-adjust-item-add-or-edit-an-entry-1024x469.webp 1024w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-adjust-item-add-or-edit-an-entry-300x137.webp 300w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-adjust-item-add-or-edit-an-entry-768x351.webp 768w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-adjust-item-add-or-edit-an-entry-2x1.webp 2w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-adjust-item-add-or-edit-an-entry.webp 1366w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<p class=\"wp-block-paragraph\">Then click delete (In the right bottom corner).<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"41\" src=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-delete-a-stock-transfer-entry-1024x41.png\" alt=\"\" class=\"wp-image-704\" srcset=\"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-delete-a-stock-transfer-entry-1024x41.png 1024w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-delete-a-stock-transfer-entry-300x12.png 300w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-delete-a-stock-transfer-entry-768x31.png 768w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-delete-a-stock-transfer-entry-25x1.png 25w, https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-delete-a-stock-transfer-entry.png 1301w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n","protected":false},"excerpt":{"rendered":"<p>A stock transfer is the movement of physical inventory items from one location to another for improving inventory availability when you sell items, consignment activities,&hellip;<\/p>\n","protected":false},"author":1,"featured_media":701,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_cfi_subtitle":"","_cfi_read_time":"","_cfi_featured_label":"","_cfi_toc_enabled":false,"_cfi_cta_text":"","_cfi_cta_url":"","footnotes":""},"categories":[4],"tags":[14,15,17,16],"class_list":["post-234","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-documentation","tag-inventory-control","tag-inventory-optimization","tag-inventory-software","tag-inventory-tracking"],"jetpack_featured_media_url":"https:\/\/cashflowinventory.com\/blog\/wp-content\/uploads\/2022\/01\/cash-flow-inventory-inventory-management-software-stock-transfers-.webp","_links":{"self":[{"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/posts\/234","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/comments?post=234"}],"version-history":[{"count":49,"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/posts\/234\/revisions"}],"predecessor-version":[{"id":1615,"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/posts\/234\/revisions\/1615"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/media\/701"}],"wp:attachment":[{"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/media?parent=234"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/categories?post=234"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/cashflowinventory.com\/blog\/wp-json\/wp\/v2\/tags?post=234"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}