Steps
- Go to Inventory → Transfer requests → New (or click Stock on a sales document line, then Request transfer next to the branch that has it).
- Choose your warehouse (where it is needed), the warehouse to request from, the products and quantities.
- Click Submit for approval - it follows the approval template for *Stock transfer request* if you have one; otherwise someone assigned to the supplying warehouse (not you) approves or rejects it.
- Once approved, either branch clicks Copy into a stock transfer, checks it and posts it - only then does the stock move.
- The request shows what has been transferred and what is still to come; it closes itself when everything has moved.
Good to know
- A transfer can never exceed what was approved, and it keeps the request number as its reference.
- Approving a request moves nothing - the stock is checked again when the transfer is posted.
- Settings › Inventory options can require a request for every transfer between branches, even for people assigned to both.