Move stock between locations

Create a transfer that moves parts and serial-numbered units from one location to another, such as warehouse to truck, then mark it complete when it arrives.

In the sidebar, open Inventory, then Move Stock. The page address is /inventory/transfers. The page heading reads Inventory Transfers.

Before you start

• Both places have to exist as storage locations. See Add a storage location.
• A transfer moves stock in two steps: you create it, then complete it with Complete from the row's menu. Stock leaves the source only when the transfer is completed.
• The source has to hold enough stock of every item on the list, or completing is refused.
• Your role needs permission to create transfers. Otherwise Add transfer is missing.

Steps

1. Press Add transfer. A drawer opens.
2. Under Source location, search and pick where the stock is now. Under Destination location, pick where it is going. They must be different.
3. Leave Status on Draft while you build the list, or set In transit if it is already on the road. Do not choose Completed here: that only changes the label and moves nothing.
4. Set Requested at if you want a date on it. Leave Shipped at and Completed at blank; Nova fills them in when you complete the transfer.
5. Type Notes if it helps, for example "Cross-branch replenishment for Monday installs".
6. Under Transfer lines, fill in the first line: pick the Inventory item and type Quantity requested (it starts at 1). For a serial-numbered unit, also pick it under Serialized asset; the quantity locks at 1. Leave Quantity completed blank and add Line notes if needed. Press Add line for each further part, and Remove on a line added by mistake.
7. Press Create transfer. Nova shows "Inventory transfer created."
8. When the parts arrive, open the row's menu and choose Complete. There is no second prompt. Nova shows "Inventory transfer completed."

What you see

• The cards at the top count Total transfers, Open transfers and Completed transfers.
• The list shows the Transfer number (such as TRN-000001), From, To, Status, Requested, Lines and Updated. Search with Search transfers; Filters narrows by source, destination and status.
• Completing moves the full Quantity requested of every line: an Issue at the source ("Transfer out") and a Receipt at the destination ("Transfer in") appear on Movement History, and serial-numbered units change location. To move less, edit the requested quantity before completing.
• Each row's menu offers Edit, Complete and Cancel while the transfer is open. Completed and cancelled transfers only offer Edit, and Nova refuses to save changes to a completed one.

If something looks different

• The list reads "No inventory transfers yet. Create one to start moving stock between locations."
• Completing fails with "Insufficient stock for requested transaction": the source holds less than a line asks for. Record the missing stock or lower the quantity, then complete again.
• Completing fails with "Serialized asset must be at the transfer source location": the unit is recorded somewhere else. Pick the right source.
• Complete is missing from the menu: the transfer is already Completed or Cancelled, or your role cannot update transfers. Cancel acts straight away and moves nothing.
• Only one part moved and it is not worth a transfer: record two movements instead, an Issue at the source and a Receipt at the destination. See Record a stock movement.

Open Move stock