Transfers
This is where you manage incoming deliveries from suppliers and stock receiving. Each transfer holds supplier information, an expected arrival time, tracking details, and a list of expected items. Once the goods arrive, you book them in here as "received" — this automatically increases your stock.
What can I do here?
- View an overview of all transfers with their status (Draft, Pending, Partially Received, Fully Received, Cancelled)
- Search by transfer number, supplier, or destination, and filter by status
- Create a new transfer (supplier, destination, expected arrival, tracking, line items)
- Edit an existing transfer and add further line items
- Book stock receiving: enter the actually received quantity per line item (partial receiving supported)
- Mark a transfer as complete, cancel it, or delete it (draft status only)
Step by step
- Create a new transfer: Click "New Transfer", enter the supplier (name, email, phone), destination, and expected arrival, and add at least one line item (product name, SKU, expected quantity, cost/item).
- Add tracking details: Optionally enter tracking number, tracking URL, and shipping carrier once known.
- Receive items: Once the delivery arrives, open "Receive Items" and enter the actually received quantity per line item. For partial deliveries you can repeat this — the status automatically changes to "Partially Received" or "Fully Received".
- Complete or cancel: You can manually mark an in-progress transfer as complete or cancel it; only transfers in Draft status can be fully deleted.
Fields explained
| Field | Meaning | Notes/Effect |
|---|---|---|
| Transfer No. | Automatically assigned number for unique identification | Generated automatically on creation |
| Supplier | Name of the supplier for this transfer | Required |
| Email / Phone | Supplier contact details | Optional |
| Destination | Location the goods should arrive at | Free-text field |
| Expected Arrival | Planned arrival date | For planning/overview, no automatic reminder found in the code |
| Tracking Number / Tracking URL / Shipping Carrier | Shipment tracking details | Optional |
| Notes | Free text for internal remarks | Optional |
| Tags | Freely assigned labels for categorization | Comma-separated input |
| Qty Expected | How many units of an item are expected | Per line item |
| Qty Received | How many units have already been booked in | Increases as receiving is booked, cannot exceed the expected quantity |
| Cost/Item | Purchase cost per unit | Used to value the transfer |
Values & statuses
Status (transfer_status)
| Value | Meaning | What happens then |
|---|---|---|
| Draft | Transfer has been created but not yet finalized | Can be edited, cancelled, or deleted |
| Pending | Transfer is on its way, no goods booked in yet | Receiving can be booked |
| Partially Received | Part of the expected quantity has already been booked in | Further receiving is possible until all quantities are reached |
| Fully Received | All expected quantities have been booked in | Transfer is considered complete |
| Cancelled | Transfer was aborted | No further receiving possible |
Frequently asked questions
Can I delete a transfer after I've booked receiving?
No, deletion is only possible for transfers in Draft status. For transfers that already have receiving booked, cancel them instead.
What happens to stock when I receive items?
The received quantity is assigned to the corresponding line item as "received" and increases the stock level at the destination.
Can I receive a delivery in several partial steps?
Yes. Each time you receive items you can enter only part of the outstanding quantity — the status changes to "Partially Received" until the full quantity has been booked.
What is the Destination field for?
It describes where the goods should arrive. It is a free-text field, not a link to a fixed location record.