What this page is for
Transfers lists every movement of stock from one of your stores to another, newest first. Between two stores of the same branch, the stock moves at once: the sending store's quantity falls and the receiving store's quantity rises in one step. Between two different branches, the stock is in transit: it leaves the sending store straight away but is not yet countable or sellable anywhere until the receiving store records it arriving. There is no halfway store that holds it in the meantime.
The columns:
- Reference: the transfer's own number.
- From store and To store: where it moves between.
- Kind: Direct for a same-branch move, Between branches otherwise — Tulindo decides this from the two stores, not you.
- Lines: how many items it carries.
- Raised and Despatched: when it was created and when the goods left.
- Status: one of six:
| Status | What it means |
|---|---|
| Draft | Only a between-branches transfer sits here; nothing has moved yet. |
| In transit | Despatched, not yet received. |
| Received | Terminal: the stock is at the destination. |
| Recalled | The goods came back to the source without ever arriving. |
| Expired | Never received in time; the remainder was written off. |
| Cancelled | Refused while still a draft. |
A direct, same-branch transfer skips straight to Received, because issuing and receiving happen together.
Everyone whose role can view stock sees this page. Raising, despatching and receiving need a role that can operate stock; recalling or cancelling needs a role that can adjust stock.
How to…
How to raise a transfer
Press New transfer. See New transfer.
How to find a transfer
Use the filters above the list: Status, Kind, From store, To store and Raised (a date range).
How to act on a transfer
Press the row to open it. See Transfer for despatching, receiving, recalling and cancelling.
Worked examples
Supermarket
Tumaini Supermarket moves ten cases of cooking oil from its Nakuru main store to its smaller branch store, both in the same branch. The row shows Kind Direct and jumps straight to Received, because both legs happened together.
Butchery that also roasts meat
Mama Njeri's Butchery, trading as two branches in Kiambu and Thika, sends beef from the Kiambu cutting room to the Thika shop. The row shows Kind Between branches and sits at In transit until the Thika manager records the delivery arriving.