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Stock Transfers

Stock Transfers list, filters, and common issues

Stock Transfers list, search, columns, and Save views. Diagnostics for filters, permissions, warehouses, statuses, and integration.

Last updated 13 days ago

Stock Transfers list, filters, and templates

Open Stock Transfers when you need to transfer Items from one warehouse to another. The list displays the number, loading and unloading warehouses, loading and receipt dates, assignees, status, and total value.

Filter by creation or receipt date, assignees, status, both warehouses, and organization. Select the required columns and sorting options, and save frequently used views as template.

Click the number to open the record. If you do not see the Stock Transfer, clear the filters and ask the administrator to check your permissions, assignees, and organization scope.

Reasons why Stock Transfer or the balance might not be displayed

If the Stock Transfer is missing from the list, clear the filters and check the template. Then, ask the administrator to verify your viewing permissions and the scope of assignees and organizations. If you cannot select Items, check the loading warehouse, available stock, and serial number. If the warehouse cannot be changed, the document already contains lines or has been dispatched or received.

If stock levels do not match, check the status and both warehouses. In transit reduces stock only at the loading warehouse, while Items received replenishes the unloading warehouse. In the event of an integration error, contact the administrator and provide the Stock Transfer number.

If you do not see the described field or action, contact your Hanna administrator—available functions depend on the plan, organization settings, and the permissions assigned to you. This note applies to the entire "Transfers" section.

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