Stock transfers let you move inventory between two of your store locations and follow the move from start to finish. Each transfer is its own document, so you always know what has left one location, what is still on the way, and what has arrived at the other.
You will find them under Warehouses → Transfers.
A transfer moves through a fixed set of statuses:
- : Created, but nothing has moved yet. Fully editable and deletable.
- : The transfer has been sent. The origin location's stock has been debited for every line.
- : Some, but not all, of the sent units have arrived and been received at the destination.
- : Every sent unit has been received at the destination. The transfer is now read-only.
- : The transfer was cancelled. Any units that were still outstanding are returned to the origin. Cancelled transfers are read-only.
While a transfer is a draft, no inventory has moved, so you can change or delete it freely.
Go to Warehouses → Transfers.
Start a new transfer.
Pick an location and a location. The two must be different.
Add line items by searching for the products and variants you want to move, and set a quantity for each line.
Optionally add a tracking number, a reason, and notes.
Save the transfer as a draft.
Tip: A draft is the only stage where you can edit line items and quantities or delete the transfer outright, because nothing has left the origin yet. Once you send it, the only actions left are the receive and cancel steps below.
Sending is what actually moves stock out of the origin.
Open the draft transfer.
Choose .
When you send, Organizely debits the origin location's available stock for every line and marks the transfer . From this point the units have left the origin's sellable stock.
Receiving credits the destination location with the units that have arrived.
Open the in-transit transfer.
Enter how many units of each line you received. You do not have to receive everything at once: partial, per-line receipts are supported, so you can receive a shipment as it comes in over several deliveries.
Confirm the receipt.
Each receipt is idempotent (it uses a per-event key), so retrying a receipt that already went through will not double-count the units.
Once every sent unit has been received, the transfer becomes and is read-only.
If you want to receive everything that is still outstanding in one go, use . It credits all outstanding units for every line at once, which closes out the transfer as received.
For each line, the in-transit quantity is derived as the amount sent minus the amount already received. Those in-transit units are sellable at neither location until they are received: they have left the origin's stock but have not yet been added to the destination's stock.
Note: A variant's detail page shows this as part of its "Incoming" quantity, so stock moving between your locations is visible before it lands.
You can cancel a transfer that is in transit or partially received (for example, if a shipment is lost or the move is called off).
Open the transfer.
Choose .
Cancelling credits the still-outstanding units (those that were sent but not yet received) back to the origin location. Any units that were already received stay at the destination. The cancelled transfer becomes read-only.
The transfers list gives you an overview of every transfer and its current status.
- Filter the list by origin ( ), destination ( ), , and .
- Export the current view to a CSV file for your own records or reporting.
Note: Scanning a barcode to receive a transfer is not available yet.