Transferring Stock
An Internal Transfer is the process of moving inventory from one physical or logical location to another within your organization. Unlike a Shipment, which removes stock from your assets to fulfill an order, a transfer keeps the inventory on your books but changes its location.
Nooryx handles transfers as "atomic" events. This means the movement happens instantaneously in the system data: stock is decremented from the source and incremented at the destination in a single action. However, two distinct ledger entries are created to maintain a clear audit trail.
The Transfer Flow
- Navigate to the Inventory page or a specific Master SKU page.
- Select Transfer Stock from the action menu.
- A form will appear to capture the movement details.
Atomic Movement
In Nooryx, standard transfers do not use an "In Transit" holding state. When you submit a transfer, the inventory quantity is immediately removed from the Source Location and added to the Target Location.
This approach ensures that your total inventory count remains constant throughout the operation, preventing "ghost inventory" where items temporarily disappear from the system while being moved.
Cost Preservation
A critical distinction between transferring and adjusting stock is the handling of value.
- Adjustments create a gain or loss on your financial reports.
- Transfers preserve value.
When you transfer an item, Nooryx moves the item's cost history along with it. If a unit was received at $10.00 in "Warehouse A," it will arrive at "Warehouse B" valued at $10.00. This ensures your total inventory valuation remains accurate regardless of how often items are moved.
Input Fields
In addition to SKU code which is searchable, the other fields are as follows:
| Field | Requirement | Description |
|---|---|---|
| Quantity | Required | The number of units to transfer. Must be a positive number. |
| Source Location | Required | Where the inventory is currently physically located. |
| Target Location | Required | The destination where the inventory is being sent. |
| Notes | Optional | Any remarks regarding the transfer. |
Availability Check
You can only transfer Available stock. You cannot transfer items that are currently Reserved for an open order. If you need to move reserved items, you must first Unreserve them.
Submitting the Transfer
Once you confirm the transfer:
- Validation: Nooryx verifies that the Source Location has sufficient Available quantity to fulfill the transfer.
- State Update: The On Hand and Available counts are decreased at the source and increased at the target instantly.
- Ledger Entry: The system records the movement. While this appears as a single action to the user, the ledger maintains a strict history of the deduction from the source and the addition to the target to ensure full auditability.
You can view the history of these movements in the Audit Trail, filtering by the "Transfer" action type.