Move

Last updated: 2026-03-29

Inventory Move

The Inventory Move module allows you to transfer products and supplies from one warehouse or location to another. It tracks what was moved, where it went, and ensures your inventory balances stay accurate across all your locations.

When Do I Use This?

  • When transferring stock from your main storage warehouse to a storefront or specific department.
  • When returning unused or damaged goods from a branch back to the central warehouse.
  • When reorganizing inventory locations and needing to record the physical movement of goods.

How To Use

1. Creating an Inventory Move

  1. Go to the Inventory section and open the Move module.
  2. Click + New to start a new transfer.
  3. Select the Type of move (e.g., Internal Transfer, Return).
  4. Choose the Source (where items are coming from) and the Destination (where items are going).
  5. Click Save.

2. Adding Items (Lines)

Once the move record is created, you must specify which products are being transferred.

  1. Open your saved Move record.
  2. Under the Lines section, click + Add Line.
  3. Select the Product you want to move.
  4. Enter the Quantity to be transferred. Note: The Source and Destination will automatically copy over from the main move record.
  5. Click Save. Repeat for any other items.

3. Reconciling (Finalizing) the Move

Creating the record does not actually move the stock in the system. You must Reconcile the move to officially update your inventory balances.

  1. Review the Move details and all attached Lines to ensure the quantities are correct.
  2. Click the Move Reconcile option at the top of the screen.
  3. The system will process the transaction. The Reconciled checkbox will now be checked, and the inventory balances will be updated.
Important: Once a Move is Reconciled, it is permanently locked. You cannot add, edit, or delete the move or its lines.

Field Descriptions

Move Record

Field Name Description
Type The category or reason for the movement (e.g., Standard Transfer).
Serial An automatic system tracking number generated for this move.
Initiated By The staff member who requested or started the transfer.
Date The date the physical movement of goods takes place.
Source The warehouse or location the items are being taken from.
Destination The warehouse or location the items are being delivered to.
Approved By The manager or authorized user who approved this transfer.
Reconciled A read-only checkbox. If checked, the items have officially been moved in the system and the record is locked.
Reference An optional field for an external reference number, like a paper transfer slip number.
Note Any general instructions or remarks regarding the entire shipment.

Move Line (Items)

Field Name Description
Product The specific item being transferred.
Quantity The number of units being moved.
Source / Destination These fields automatically fill in based on the main Move record, but can be adjusted if a specific item is going to a different sub-location.
Note Specific remarks for this particular item (e.g., "Box is slightly dented").
Tip: Always double-check your item quantities before clicking Reconcile. If you make a mistake and reconcile the move, you will have to create a completely new, reverse move to put the inventory back!
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