Answer
Open Stock Transfer, choose the source and destination branches, add the items being moved, review the lines carefully and save the transfer.
Before you start
- Confirm which branch is sending and which branch is receiving.
- Check that the sending branch actually has the stock available to move.
- Keep serialized identifiers ready if the transfer includes individual mobile units.
Step-by-step guide
- Open Stock Transfer and choose the source branch, destination branch and movement date.
- Add each item line that is being transferred, including serialized identifiers where required.
- Review quantities, branch directions and notes before saving the transfer.
- Use the outgoing or reference views to follow the transfer after it is created.
How to confirm it worked
- The saved transfer shows the correct source and destination branches.
- The item lines match what will physically leave the sending branch.
- The transfer can be found later in outgoing or reference views.
Common mistakes
- Reversing the source and destination branches.
- Creating the transfer without checking actual stock availability.
- Leaving serialized identifiers unclear on mobile-unit transfers.
Do this in Cellivo
Open the live Cellivo screen in the next tab while keeping this answer open here.