Transferring Inventory Between Locations

Move stock between locations atomically. The source decrements, the destination increments, and both sides land in the ledger.

Quick Answer

On C&I → Inventory, click Transfer. Pick a source and destination, enter quantities, and submit. Stock at both locations updates in one atomic operation.

Inventory mode lets you move stock between your organization's locations without leaving the system. Common uses: redistributing surplus to where it's needed, sending stock to satellite offices, or shifting from a receiving location to a working storeroom.

How to transfer

Pick source and destination

Open the Transfer modal from C&I → Inventory. Pick the source location at the top; the row list auto-populates with every variant currently in stock there.

Pick the destination

Pick a different location (must differ from source). The same location list, minus the source.

Enter transfer quantities

For each row, type the quantity to transfer. Leave it blank or 0 to skip that row. Remove rows you don't need.

Add notes and submit

Optional notes field, optional backdated transfer date. Submit.

What happens

In a single atomic operation, DREAM decrements stock at the source, increments stock at the destination (creating new stock records there if needed), and writes paired transaction records to the inventory ledger so the move shows on both sides.

If any row would exceed the source's available stock, the entire transfer is rejected — nothing partially commits.

ℹ️ Note: A single transfer is capped at 80 rows. If you need to move more, split into multiple transfers (most transfers are well under this limit).

💡 Tip: Transfers show as a single "Source → Destination" entry on the C&I Dashboard activity feed. The detailed Inventory Ledger report shows one outbound row per variant for precise auditing.