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Stock Transfers

Last updated: November 2025

Learn how to transfer stock between warehouses in ServX Pro.

Creating a Stock Transfer

  1. Navigate to Inventory → Stock Transfers
  2. Click "New Transfer"
  3. Select Source Warehouse (from)
  4. Select Destination Warehouse (to)
  5. Add products and quantities to transfer
  6. Add reference number and notes
  7. Click "Save" to create the transfer

Transfer Status Flow

1

Draft

Transfer being prepared

2

Pending

Awaiting dispatch from source

3

In Transit

Stock dispatched, awaiting receipt

4

Completed

Stock received at destination

Transfer Actions

Dispatch

Mark items as shipped from source warehouse. Stock is deducted and moved to transit.

Receive

Confirm receipt at destination. Stock is added to destination warehouse.

Print

Print transfer documentation for physical shipment tracking.

Cancel

Cancel pending transfers. Cannot cancel once dispatched.

Tips

  • Verify stock availability before creating transfers
  • Use reference numbers to track shipments
  • Complete receiving promptly to maintain accurate stock levels