Stock Transfers
Stock Transfers allow you to move inventory between your business locations and warehouses without affecting purchases or sales.
Transfers maintain a complete audit trail and ensure inventory remains accurate across all storage locations.
You can transfer stock between:
Business Location → Business Location
Business Location → Warehouse
Warehouse → Business Location
Warehouse → Warehouse
Only available stock at the source location can be transferred.
Creating a Stock Transfer
Go to Stock → Stock Transfers.
Click New Transfer.
Complete the transfer details.
Add the products to transfer.
Click Create Transfer.
Transfer Details
From Location
Select the source location or warehouse where the inventory is currently stored.
To Location
Select the destination business location or warehouse.
The source and destination must be different.
Date
Select the transfer date.
Reference
Optionally enter your own reference number.
If left blank, IsleBooks automatically generates one.
Shipping Charges
Enter any transportation or delivery costs associated with the transfer.
This field is optional.
Notes
Add any internal notes about the transfer.
Examples:
Weekly warehouse replenishment
Store opening stock transfer
Branch stock balancing
Adding Products
After selecting the source location, search for the products you want to transfer.
Only products with available stock at the source location can be selected.
For each product, enter the quantity to transfer.
Note: The quantity cannot exceed the available stock at the source location.
Add additional products as required.
Completing the Transfer
Click Create Transfer.
Once posted:
Stock is deducted from the source location.
Stock is added to the destination location.
The transfer is recorded in inventory history.
A complete audit trail is maintained.
Viewing Stock Transfers
All transfers can be viewed from:
Stock → Stock Transfers
The transfer list displays:
Transfer Date
Reference Number
Source Location
Destination Location
Status
Total Value
Use the search and date filters to quickly locate previous transfers.
Common Uses
Stock Transfers are commonly used to:
Replenish retail stores from a warehouse.
Move stock between branches.
Transfer excess inventory to another location.
Consolidate inventory into a central warehouse.
Relocate inventory during renovations or store closures.
Best Practices
Verify stock quantities before posting the transfer.
Use meaningful notes to explain why the transfer was made.
Transfer stock instead of manually adjusting inventory when moving products between locations.
Review transfer history regularly to maintain an accurate audit trail across all locations and warehouses.