If you have multiple warehouses or locations, you may find you need to transfer inventory from one location to another. You can create a transfer order, or warehouse transfer, in Inventory Planner to record the movement of goods.

There are two primary methods to create a transfer:

To create a transfer using the Replenishment report, go to Replenishment and click "X variants" beneath the location intended as the destination warehouse (where goods are being transferred into). There you'll see the demand forecast and replenishment recommendations for that specific location.

Use the checkboxes on the left-hand side to select the items you want to transfer into the location.

Click the arrow to the right of "+ New purchase order", then click "+ New transfer for X variants" to create your transfer order.

In the edit transfer screen, chose the source warehouse - the location from where the goods are being transferred.

The next field will have you confirm the destination warehouse. By default, the destination warehouse will match the warehouse set on the replenishment report at the point of creating the transfer.

Once you've set the warehouses, add products as you normally would on a purchase order.

If there isn't enough stock available in the source warehouse to meet the recommended replenishment quantities, Inventory Planner will adjust the quantities on the affected rows and flag them with an information icon.

An alert will also be visible in the top right-hand side of the page.

Once the stock arrives at the destination warehouse, you'll receive it just as you would a purchase order.

If you have multiple warehouses enabled, you may find it helpful to see stock levels across several locations at once. The Compare Warehouses report can assist you with comparing inventory levels, balancing stock and transferring stock between locations.

For more detail on how to set up and read the report, please see the Compare Warehouses report article.

Under Reports > Compare warehouses, select a warehouse at the top left-hand side of the page, then choose a warehouse to compare it to using the dropdown menu at the top right-hand side of the page.

If you would like to only see variants that are needed at your warehouse where quantities are available in other warehouses, use filters. First add a filter for "Replenishment" with a minimum of 1, then add another for "Total available stock" with a minimum of 1.

Once you've added a second location, you'll see columns for "Available stock" and "Total available stock". Available stock is inventory on hand in excess of what the stock you are forecasted to need during the planning period (lead time + days of stock).

Available stock can be transferred to another location to meet replenishment needs instead of purchasing additional product from your vendor.

Once you've determined which products have available stock and can be used to meet replenishment needs at another location, you can create a transfer. First, select items to be transferred using the checkboxes on the left-hand side.

Then click "+ New transfer for [x] variants".

You will then select your Source warehouse (the origin of available stock), your Destination warehouse (where stock is sent), and the Replenishment warehouse used to determine the quantities on the transfer.

By default, the limit transfer quantities by available stock checkbox will be selected, helping to ensure you're not moving too much stock out of your source warehouse.

Once you are happy with the transfer settings, click Create transfer. You'll be taken to a page where you can adjust information and quantities just as you would with a purchase order or other warehouse transfer.

Once you're happy with the transfer details, click Create to create the transfer.

View your created transfers by clicking the menu on the left-hand side and going to Stock orders.