Transfers track the movement of inventory between locations, tills, and external suppliers. Create a transfer to receive new stock, move products between locations, or restock a specific till from your main inventory.
Accessing transfers
Navigate to POS > Transfers. The page shows all transfers for the selected location, organized into tabs by status.
Transfer statuses
| Status | Description |
|---|---|
| Pending | Transfer has been created but not yet completed. Items have not been moved in the system. |
| Completed | Transfer has been finalized. Inventory quantities have been adjusted at both the source and destination. |
| Cancelled | Transfer was cancelled before completion. No inventory changes were made. |
Use the tabs at the top of the page to filter by status.
Creating a transfer
- Click New Transfer.
- Configure the transfer:
| Field | Description |
|---|---|
| Source type | Where inventory is coming from: Location, Till, or External (supplier/vendor) |
| Source | The specific location or till to pull inventory from (not required for external sources) |
| Destination type | Where inventory is going: Location or Till |
| Destination | The specific location or till to receive inventory |
| Transfer date | The date of the transfer |
| Reference number | Optional reference for tracking (e.g., purchase order number) |
| Notes | Optional notes about the transfer |
Add items to the transfer:
- Select an inventory item from the dropdown
- Choose a variant (if the item has variants)
- Set the quantity to transfer
- Click Add to include the item
Review the items list and click Create Transfer.
Source and destination combinations
- External to Location -- receiving new stock from a supplier
- External to Till -- receiving stock directly to a specific till
- Location to Location -- moving products between business sites
- Location to Till -- restocking a till from the main location inventory
- Till to Location -- returning items from a till back to the main inventory
- Till to Till -- moving stock between tills at the same location
Completing a transfer
Pending transfers must be completed to update inventory quantities:
- Find the pending transfer in the list.
- Click Complete.
- The system adjusts inventory at both the source (decrease) and destination (increase).
If any errors occur during completion (e.g., insufficient source stock), the transfer still completes but a warning is displayed with error details.
Cancelling a transfer
Click Cancel on a pending transfer to cancel it. Cancelled transfers remain in the history for reference but do not affect inventory quantities.
Transfer details
Click the View icon on any transfer to open the details dialog, which shows:
- Source and destination with type indicators (location icon or till icon)
- Transfer date and status
- Reference number and notes
- Complete item list with names, SKUs, variants, and quantities
Xero and QuickBooks integration
For businesses using Xero or QuickBooks, the transfers page includes a section to import purchase orders and bills:
- Purchase Orders -- view open purchase orders from Xero or QuickBooks and convert them into inventory transfers
- Bills -- view supplier bills and create transfers based on received items
- Manual mapping -- when imported items do not match existing inventory by code, a mapping dialog lets you manually link each line item to the correct product and variant
This integration streamlines the receiving process: instead of manually entering every item from a purchase order, import the PO and the transfer is pre-populated.
Troubleshooting
Use reference numbers consistently (e.g., the purchase order number from your supplier) to make it easy to trace transfers back to their source documents. External-to-location transfers are the standard way to record receiving new stock -- they increase your inventory without decreasing any source.
Transfer completed with errors -- Some items may not have been transferred if the source did not have sufficient stock. Review the error messages and create a follow-up transfer for any items that were not moved.
Cannot find the item to transfer -- Items must exist in your POS inventory before they can be transferred. Add the product first under POS > Register using the add product dialog.
Till inventory not updating -- Only items with inventoryType: till track inventory at the till level. Location-level items have a single stock count shared across all tills.