Finale Knowledge Base

How To Perform Stock Transfer

Stock transfers are an integral part of warehouse operations. They involve moving goods from one sublocation to another within the warehouse. This can be a simple task, such as moving items from a receiving area to a storage area, or a more complex process involving multiple locations within the warehouse.

One of the main reasons why stock transfers are important is that they help to optimize warehouse space. By moving goods to the most appropriate location, the warehouse can use its space more efficiently. This can help reduce storage costs and ensure goods are easily accessible when needed.

Stock transfers can also help to improve inventory accuracy. By moving goods from one location to another, warehouse staff can ensure that the inventory system reflects each item's correct location. This can help to reduce errors and improve the speed and accuracy of order fulfillment.

In addition, stock transfers can help to improve the overall efficiency of warehouse operations. By moving goods to the right location at the right time, warehouse staff can quickly and easily locate and retrieve items as needed. This can help to reduce the time it takes to fulfill orders, leading to increased customer satisfaction and improved profitability for the warehouse.


The stock transfer function allows the user to transfer stock from one sublocation to another sublocation. Even if you are moving inventory from one physical location to another, the user must have an origin sublocation and a destination sublocation specified in order for the stock to be properly transferred.


There are two options available to perform a stock transfer outside the barcode scanner solution:

  • Quick Stock Transfer

  • Create Transfer Shipment


How to Perform Quick Stock Transfer

The quick stock transfer is exactly what it sounds like. It is a quick transfer, allowing the user to transfer stock of an item from one sublocation to another sublocation. This is more common when the user only has a few transfers to perform.

https://www.youtube.com/watch?v=tUvTENmTAZk


How to Perform a Transfer Shipment

Unlike the other stock transactions, there is no visible spreadsheet import option for the stock transfer shipment. The user can either create a transfer order and corresponding shipment or simply navigate to create a transfer shipment.

From the Transfer Shipment screen, you can select the import option from the drop-down actions menu. The user can elect to enter their transfer information via a spreadsheet or manually on the Transfer screen.


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