Transfer warehouse stock to sales floor

When you restock shelves from the back room, record a transfer: warehouse count goes down, sales floor count goes up, total stays the same. That keeps “what can we sell right now” accurate — which matters for anything that checks sales-floor availability.

Before you start

  • Know what you physically moved — record transfers as you restock, not from memory at close.

Steps

  1. Open Inventory → Transfer stock
  2. Select the product and quantity moved
  3. Set the directionWarehouse → sales floor when restocking shelves; the reverse when pulling stock back.
  4. ConfirmBoth pool counts update instantly.

Common mistakes

  • Restocking shelves all day and recording nothing, so the floor count is fiction by closing.
  • Using a receive to move stock (which double-counts it) instead of a transfer.

Troubleshooting

Sales floor shows zero but the shelf is full.

The restock was never recorded as a transfer. Record it now for the quantity on the shelf.

When to contact support

  • Transfers save but pool counts don't move as expected.

Reach us any time from the Contact Support form.

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