Similarly to receiving and issuing stock, you can also transfer your goods between warehouses. A transfer note is nothing more than a stock issue from warehouse A linked to a subsequent stock receipt into warehouse B.

When creating a transfer note, we can use document types to save ourselves the work of filling in the required data separately in each issued document.

If you're looking for instructions for the desktop application, switch to the desktop application guide.

Go to stock document types (look for "Stock document types") and create two types here - "Transfer receipt" and "Issue for transfer".

First, we'll create the document type "Transfer receipt". We can fill in a number of fields, such as whether it's an accounting document or not. In our case, however, it's enough to just fill in the movement type.

With the document type set up this way, we can save it and move on to creating the document type "Issue for transfer". This one contains more important fields.

Once we have the above set up, we can move on to creating the transfer note.

As mentioned above, a transfer note always has two sides - an issue and a receipt. The issue must always be created first. With the correct settings, Flexi can automatically create the receipt into the destination warehouse.

In the issue document, you can (in addition to the fields filled in from the document type) fill in the destination warehouse. If you fill it in right before saving the document, Flexi won't ask about the warehouse when saving.

You also need to fill in, among other things, the items being transferred and save the document. If everything mentioned above is filled in, the web interface will complete the transfer automatically.

The second option is to complete the transfer manually using the services at the bottom.

Both options, however, will create a receipt into the destination warehouse and thus complete the transfer.

You do not enter the price on a transfer note. A transfer note starts with an issue, so the price is determined according to the configured inventory valuation method, the same as for a regular issue document. The goods are then received into the destination warehouse at the same price, so both sides of the transfer must match.

Shipping costs between warehouses can be factored into the transfer price, but not by direct overwriting. Record them as additional costs on the receipt that completes the transfer. However, you must always have a supporting document for them, typically an invoice from the carrier or a fuel receipt.