Stock transfers
Move stock between locations without going through requisition.
Overview
Direct stock transfer for cases that don't need formal requisition — rebalancing surplus, returning unused stock to central, emergency transfer. Owner/Admin only because there's no approval gate.
Prerequisites
- Owner or Admin role
inventory_managementandmulti_locationfeature flags- Both source and destination locations
Steps
Open Transfers. Inventory → Transfers.
Click "+ New transfer".
Pick source and destination. Different locations.
Add items and quantities. Source must have sufficient stock; system blocks transfer that would go negative.
Add reason. Required — "Rebalance surplus", "Return from clinic A", "Emergency for clinic B".
Confirm. Stock decrements at source and increments at destination immediately.
Verify both ends. Check stock at both locations to confirm balances changed correctly.
View history. Transfer log persists; useful for audit and pattern analysis.
Expected outcome
- A new StockTransfer entry exists with source, destination, items, reason
- Balances at both locations reflect the transfer
- Audit log captures full provenance
Troubleshooting
| Symptom | Likely cause | Fix |
|---|---|---|
| Insufficient stock at source | Tried to transfer more than on hand | Reduce quantity or transfer from a different location |
| Transfer history disappeared | Older than 1 year, archived | Export periodically |
| Wrong destination | After transfer, do reverse transfer back | Two-step undo |
| Some items not transferring | Item locked / inactive | Activate item first |
| Multi-location feature off | Tier limitation | Upgrade |