# Transfer stock between locations Source: https://support.storeconnect.com/articles/creating-stock-transfers · Last modified 21 August 2026 Video: https://vimeo.com/1208615381?share=copy&fl=sv&fe=ci Stock transfers move inventory from one stock location to another. StoreConnect provides a simple tool for managing transfers. ## Transfer stock You can move stock from one origin to multiple destinations in a single session. ### Step 1: Go to the stock management page 1. In the App Launcher, search for **Stock Management**. This opens a list of all stock across your active locations. 2. Click the **Filter** icon to narrow the list by availability, location, or product category. 3. You can also search by product name or code. ![Stock list filter options](https://res.cloudinary.com/hzkr6fi81/image/upload/v1780556102/media/StockLevelFilters.png) ### Step 2: Select the locations 1. Click the **Transfer Stock** icon (top right of the list). 2. Select the **Transfer From** location — the origin where stock will be taken from. 3. Select one or more **Transfer To** locations — the destinations to receive stock. 4. Click **Apply**. The table updates to show only products with available stock at the origin. ### Step 3: Allocate quantities and transfer 1. Click the transfer icon on the product row. This opens the allocation panel. 2. The panel shows the origin stock level and a field for each destination. 3. Enter the quantity to send to each destination. Quantities are validated in real time. Each destination row shows: - **Min / Available** — the destination's minimum stock level and current available stock (including pending transfers not yet received). - A colour indicator: green (destination has sufficient stock), orange (will fall below minimum), red (insufficient origin stock). 4. If you want to transfer stock for another product, click the the **Previous** or **Next** buttons (at the bottom of the panel) to move between products. Then repeat step 3. 5. When you have finished, select **Transfer all**. This will process all transfers for each product. StoreConnect creates one Stock Transfer record per origin–destination pair, each containing the allocated Stock Transfer Items. A summary toast confirms how many transfers were created. If any items fail validation, the errors are flagged in the datatable so you can review and retry. ![Stock transfer transaction in progress](https://res.cloudinary.com/hzkr6fi81/image/upload/v1780983047/media/StockLevelsIndivTfr.png) 1. Move between records 2. Amount currently at destination 3. Origin and product details 4. Active list filters 5. Transfer icon ### Additional options during transfer Access additional transfer options during the seesion: - **View Transfer Requests** — see only products with pending allocations - **View Origin Stock Levels** — see all products at the origin - **Change Locations** — go back and change origin or destination selection - **Cancel Transfers** — discard all pending allocations (with confirmation) ![Stock level transfer overflow menu](https://res.cloudinary.com/hzkr6fi81/image/upload/v1781050691/media/StockLevelTfrMenu.png) ### View transfer history To see recent transfers for a specific product, click the history icon on its row. The panel shows transfers from the last 30 days (up to 20 records) with date, origin, destination, and quantity sent. ## Transfer stock manually (Salesforce records) You can also create transfers directly in Salesforce. ### Create a transfer 1. In the App launcher, search for **Stock Transfers**. 2. Create a new **Stock Transfer** record. Set the **Origin** and **Destination** stock locations. 3. Save. 4. On the record you just saved, create a **Stock Transfer Item** records under the related list. ![Stock transfer Item manual record](https://res.cloudinary.com/hzkr6fi81/image/upload/v1781051554/media/StockTfritemManual.png) 5. For each item, set the **Product** and enter the quantity in **Quantity Sent**. 6. Select **Save** and repeat from step 4 for each product you want to transfer. Each item you add, immediately reduces the origin's **Count on Hand** and **Available to Sell** for that product. ### Receive transferred products 1. Find the Stock Transfer in the **Stock Transfer** list. 2. On each Stock Transfer Item, enter the amount received in **Quantity Received**. This can be less than the quantity sent. Each **Quantity Received** value adds stock at the destination location, updating both **Count on Hand** and **Available to Sell**. ### Rules **Stock Transfer record:** - Origin and destination cannot be the same - Origin and destination cannot be changed once saved **Stock Transfer Items:** - Quantity Sent and Quantity Received can only be set once — they cannot be updated after saving - Quantity Sent cannot exceed Count on Hand at the origin - Neither quantity can be zero - Quantity Received cannot exceed Quantity Sent --- ## Follow StoreConnect - [Email Newsletter](https://getstoreconnect.com/c/lp-newsletter) - [LinkedIn Newsletter](https://www.linkedin.com/build-relation/newsletter-follow?entityUrn=7444956928444862464) - [YouTube](https://www.youtube.com/channel/UCngKdP2x8l1wcbAKW3tvU8g) - [LinkedIn](https://www.linkedin.com/company/storeconnect) - [X / Twitter](https://x.com/storeconnecthq) ## Popular Links - [Partners](https://getstoreconnect.com/partners) - [News](https://getstoreconnect.com/articles/news) - [Events](https://getstoreconnect.com/articles/events) - [Feature Comparison](https://getstoreconnect.com/how-we-compare) - [Download a free trial](https://appexchange.salesforce.com/appxListingDetail?listingId=a0N3A00000FMkeKUAT) - [Book a Demo](https://getstoreconnect.com/contact) ## Documentation - [Help documentation](https://support.storeconnect.com/help-documentation) - [AI agents](https://support.storeconnect.com/ai) - [Videos & tutorials](https://support.storeconnect.com/videos-tutorials) - [Developer reference](https://support.storeconnect.com/developer-reference) - [Release notes](https://support.storeconnect.com/release-notes) - [Troubleshooting](https://support.storeconnect.com/troubleshooting) - [Trust Center](https://trust.getstoreconnect.com/) - [Status Page](https://status.storeconnect.com/) ## Contact - info@getstoreconnect.com - US +1 415 745 3230 - AUS +61 2 8365 2308 100 S Ashley Dr, Suite 600-2461 Tampa FL 33602-600 USA Level 22, Sydney Place 180 George Street Sydney, NSW, 2000, AUS --- StoreConnect Support — https://support.storeconnect.com/articles/creating-stock-transfers