Stock transfer

Stock transfer moves goods from one warehouse to another, or from one segment to another inside the same warehouse. Stock goes down in the source and up in the target in one step, so the total does not change. Products and components go on the same list. Reservations of components move together with the goods.

Where to find it: Warehouse → Operations → Stock transfer

When you'll use it

• Goods are moved from a central warehouse to another site.
• You reorganise a warehouse and move goods to another rack or zone.
• After switching to the advanced warehouse type, all stock sits in one segment and you spread it over the real places.
• Material is brought from the main warehouse to the material warehouse of production.
• A warehouse is being closed and you want to empty it in a controlled way.

Key concepts

• Advanced warehouse type only. With the simple warehouse type you have one warehouse and no segments, so there is nothing to move. The menu item is then hidden, and the screen's address takes you to Stock levels.
• Source and target. You choose the warehouse you take goods from, the target warehouse and the target segment. The source can be a warehouse that is switched off. The target must be active.
• Same warehouse, other segment. If you choose the same warehouse as source and target, only the segment changes. Complaia records it as a transfer inside one warehouse.
• Products move from available stock only. Goods reserved for an order stay where they are. You can move only the available quantity.
• Components move with their reservations. If part of a component is reserved for production orders, the reservation goes along with the goods. There is one exception: when the target warehouse is not a material warehouse of an order, that order loses its reservation. Complaia warns you before you save, and then looks for material for that order in other warehouses.
• Products in several parcels move by parcel. For such a product you choose or scan its parcels, and their labels move with them. A whole piece counts in the warehouse where all its parcels are.
• Warehouse purpose. A warehouse can accept products only, materials only, or both. The screen tells you what the target accepts. Goods the target does not accept are refused.
• Another site. If the target warehouse belongs to another production site, the goods are on the road for a while. Goods on the road have no stock of their own. Save the transfer when the goods arrive, so that until then they still count in the source warehouse.
• Nothing moves twice. If the connection breaks while you save, an item may show that its result is unknown. Save again: an item that already moved is not moved a second time.

The screen

📷 Screenshot to add: Stock transfer with both warehouses and the target segment chosen, the Pick from the list tab active, two rows in the To move list and the Save transfer button in the footer.

From top to bottom:

Header buttons

• The scanner's state: Ready to scan, Enable scanning or Scanning… (only with the Scanner tab).
• Clear — empties the list after you confirm Clear the list?

From and to

• From warehouse — the source. It is locked while the list has items.
• To warehouse — the target.
• To segment — the target segment. The target warehouse's default segment is chosen first.
• Document number (optional) — free text saved with every item of the transfer, for example your own document number.
• Notes under the fields: that the source is locked, that only the segment changes, which goods the target accepts, or that the target is on another site.

Add panel

• Two tabs: Scanner and Pick from the list.
• With Scanner: one large scan field. A package label adds that package. A product or component code adds one unit from the segment where it lies. A note under the field reports the last scan.
• With Pick from the list: a field that lists what lies in the source warehouse, with the quantity you can move and the segment. Next to it are the quantity with − and + buttons, All and Add to the list. For a product in several parcels, a Packages field appears instead, where you tick the parcels to move.

To move

One row per item: photo, name, code, the variant's attributes, a Products or Components badge and the source segment (or the number of packages). A row can also show:

• that the item already lies in the target segment, so it will not move;
• whether the parcels make up complete pieces;
• the reason why the item was not saved.

Footer

• N items ready and Moves to: the target warehouse and segment, with the Save transfer button;
• a warning instead, for example when the source, target or target segment is missing;
• Transfer saved with the time — after a successful transfer, with the link Download PDF document.

Common tasks

Move goods to another warehouse

1. Open Warehouse → Operations → Stock transfer.
2. Choose From warehouse, To warehouse and To segment.
3. Optionally type a Document number (optional).
4. Add the goods:
   • with Pick from the list: choose the item, set the quantity (or click All) and click Add to the list;
   • with Scanner: scan package labels, or product and component codes.
5. Check the To move list.
6. Click Save transfer.
7. Read the window Save the transfer? It names the source and the target, and warns about anything special: reserved components, orders that lose their reservation, another site or incomplete parcel sets. Click Save transfer.

You see Transfer saved (items: N). Each item is recorded as a Transfer in its movement history.

Move goods to another segment of the same warehouse

1. Choose the same warehouse in From warehouse and To warehouse.
2. Choose the new segment in To segment.
3. Add the goods and save as above.

The history shows these moves as Relocation. An item that already lies in the target segment stays on the list with a note and is not moved. You can also move one product between segments from the warehouse card.

Move a product that ships in several parcels

1. Choose the source and the target.
2. Either scan the labels of the parcels you move, or:
   1. click Pick from the list and choose the product;
   2. in Packages, tick the parcels. Each one shows its number and segment;
   3. click Add packages (N).
3. Save the transfer.

You can save an incomplete set of parcels. Complaia warns you that the piece then counts in the warehouse where all its parcels are.

Move components that are reserved for production

1. Choose the component with Pick from the list. The field shows how much is in stock and how much of it is reserved.
2. Add it and click Save transfer.
3. Complaia checks the components first. If a component cannot be moved, the reason appears next to it and nothing is saved.
4. Read the window. If the target is not a material warehouse of some orders, it lists Orders that will lose their material reservation. Save, or cancel and choose another target.

Download the transfer document

1. After a successful transfer, look at the footer. It reads Transfer saved.
2. Click Download PDF document. The file covers the products of this transfer.

Move stock on a POS (point of sale) terminal or in the mobile app

• POS terminal: open Warehouse and the tab Warehouse transfer. The tab works with the advanced warehouse type only.
• Mobile app: tap Move on the home screen. It moves products by their package labels: scan the parcels, then choose the target warehouse and segment. The card is shown with the advanced warehouse type only.

When it doesn't work

What you see	Why	What to do
Stock transfer is not in the menu	Your company uses the simple warehouse type, or you lack the permission.	See Warehouse type and Permissions.
Choose the source warehouse first.	A scan or the list needs a source warehouse.	Choose From warehouse.
You cannot change From warehouse	The list already has items from that warehouse.	Save or clear the list first.
These goods are in several segments of the warehouse …	A product or component code does not say which segment the goods come from.	Use Pick from the list and choose the row with the right segment.
This product has several packages per unit, so you move it by packages.	You scanned the product's own code.	Scan the labels of its parcels, or choose the parcels from the list.
The package is in the warehouse …, not in …	The parcel lies in another warehouse than the source.	Choose that warehouse as the source, or scan a parcel from the source.
This package is not in stock, so it cannot be moved.	The label was never received, or the parcel has left stock.	Check the label.
A scanned product is refused because nothing of it can be moved from the source warehouse	Everything is reserved, or already on the list.	Check the reservations on Stock levels.
There is not enough available stock at the source location to transfer this quantity.	Part of the stock is reserved for orders.	Lower the quantity.
Already in segment “…”, so it will not move.	The item lies in the target segment.	Choose another target segment, or remove the row.
Warehouse “…” has the purpose “…” and does not accept …	The target accepts only products or only materials.	Choose another target warehouse.
Warehouse “…” is turned off and does not accept goods.	The target warehouse is switched off.	Choose an active warehouse.
Some components cannot be moved: the reason is shown next to each of them. Nothing was saved.	The check before saving refused at least one component.	Read the reason on the row, correct it and save again.
Components can be moved by a role with permission to edit components or warehouse settings.	Your role cannot move components.	Ask an administrator for the permission.
The component stock or reservations changed during the transfer, so nothing was saved.	Someone changed the same stock at the same moment.	Refresh the page and try again.
Some items did not go through	Items are saved one by one. The saved ones left the list.	Read the reason on each remaining row and save again.
The banner Warehouse frozen: stocktake … in progress	A stocktaking session is open. Transfers are blocked.	Wait until the session is posted or cancelled.

Permissions

To do this	You need
See Stock transfer in the menu and move products	Warehouse: Stock movements (the role editor ticks Warehouse: View with it)
Move components on the same screen	Warehouse: Stock movements, Components (materials): Edit or Warehouse: Manage. The Components module must be switched on.
Download the transfer document	Warehouse: Stock movements

Related

• Warehouses — warehouses, segments and the warehouse purpose
• Warehouse type — transfers need the advanced type
• Stock levels — where the goods are and their movement history
• Goods issue — take goods off stock instead of moving them
• Sites — production sites that warehouses belong to