Moving stock between locations

A transfer is how you move stock between two of your own locations — send stock to another store or warehouse without it ever leaving Skuvelo's on-hand picture. It has its own lifecycle, and on-hand only moves at the points in that lifecycle where units physically move.

What a transfer is

A transfer has one source location, one destination location, a reason, and a line for each item with a quantity. It moves through a fixed sequence of statuses: draft, approved, picked, shipped, partially received or received, and finally reconciled. Each status is set by an explicit action on the transfer; nothing skips ahead on its own.

Create a transfer

1. Open Transfers and choose New transfer.
2. Pick the From and To locations — they must be two different locations, so you need at least two set up under Locations before you can transfer inventory at all.
3. Choose a transport kind (internal, carrier, or 3PL).
4. Write a reason. It's required, and it's recorded on the transfer.
5. Add a line for each item you're moving and the quantity to request. Each item can only appear once — if you need more of something, raise the quantity on its line instead of adding it twice.
6. Choose Create draft transfer.

Only an owner, admin, or planner can create a transfer; other roles can follow one but not start it. A new transfer starts in draft. Nothing has moved yet, and on-hand at either location is untouched.

Approve and pick

From the transfer's own page, Approve transfer locks the plan so the source location can pick against it — this moves the transfer to approved. Mark picked stages every requested unit at the source location, moving it to picked. Picking does not change on-hand by itself; the units are staged, not yet moved.

Send it

Once a transfer is picked, send it. Enter the total units shipped so far for each line — the field defaults to everything picked and you can lower it if you're only sending part of what was picked. Choosing Record shipment is what actually moves stock: it removes the shipped quantity from the source location's on-hand and moves the transfer to shipped. If you shipped less than was picked, you can come back later and ship more of what's left — you can send at most however much is still picked but not yet shipped.

Receive it at the other location

Once a transfer is shipped, the destination location can record what came in. Enter the total units received so far for each line — it defaults to everything shipped, but you can enter less if fewer units came in than were sent. Choosing Record receipt adds the received quantity to the destination location's on-hand.

• If you receive everything that was shipped, the transfer moves to received.
• If you receive fewer units than were shipped, the transfer moves to partially received instead, and you can record more receipts later, up to what was shipped.

Receiving fewer than sent doesn't silently write off the difference — the gap is still open until the transfer is reconciled.

Reconcile and close

The last step, Reconcile (labelled Reconcile and close on a received transfer, or Reconcile with a gap on a partially received one), closes the transfer out. If everything shipped was received, it closes clean. If there's a gap between what was shipped and what was received — or units were picked but never shipped — Skuvelo raises a shortage, overage, or picked-not-shipped exception for follow-up instead of absorbing the difference quietly. Reconciling does not move any more on-hand; it's the sign-off that the transfer is done.

On-hand, step by step

• Draft, approved, picked: no effect on on-hand at either location. Units are only staged.
• Shipped: on-hand at the source location goes down by the shipped quantity, as soon as you send it.
• Received / partially received: on-hand at the destination location goes up by the received quantity, at the moment you record the receipt.
• Reconciled: no further on-hand change. Any unresolved gap becomes an exception, not a silent adjustment.

Undoing or fixing a transfer

There's no cancel action on a transfer once it's created. What you can do depends on how far along it is:

• Still in draft, approved, or picked: nothing has left the source location's on-hand yet, so there's nothing to reverse — just stop working the transfer and don't ship it.
• Already shipped or received: the stock has actually moved, so there's no undo for sending or receiving itself. To correct the on-hand picture, create a new transfer back to the original source location, or — if the discrepancy is a shrinkage/count issue rather than a true reverse move — record it with an adjustment on Adjustments.

If a receipt came in short, don't try to force the numbers straight: reconcile the transfer as-is and let it raise the shortage exception, so the gap has a record instead of disappearing.

All guides