When to use one
- Restocking a shop from a warehouse
- Moving goods between branches
- Loading a delivery vehicle
- Returning unsold stock to a central store
Two ways to transfer
Complete in one step
Use this when the move is immediate — carrying stock between rooms, or between two shops on the same trip. Stock leaves the source and arrives at the destination in a single action.Ship, then receive
Use this when the goods are in transit for a meaningful period — a lorry between towns, an overnight delivery.1
Ship
Stock is deducted from the source. It is now in transit.
2
The goods travel
They are neither at the source nor at the destination. The transfer sits In transit.
3
Receive
Stock is added at the destination when it physically arrives.
Creating a transfer
1
Open Inventory, then Transfers
Choose New transfer.
2
Select the source and destination
They must be different locations.
3
Add your lines
Item, quantity and unit for each.
4
Add a reference
A delivery note number, a vehicle registration, a driver’s name — whatever helps you trace it.
5
Save as draft
Nothing has moved yet.
6
Check it against what is physically going
Right items, right quantities.
7
Ship or complete
Ship if the goods will be in transit. Complete if the move is immediate.
Receiving
1
Open the transfer
From Inventory → Transfers, filtered to In transit.
2
Check what actually arrived
Against the transfer lines. Count it — do not assume.
3
Receive
Stock is added at the destination.
4
Deal with any shortfall separately
See below.
Transfer statuses
If something is missing on arrival
This is the situation the in-transit stage exists for.1
Receive what actually arrived
Do not record a quantity you did not receive.
2
Investigate the difference
Was it short-loaded, mis-counted at the source, or lost in transit?
3
Record the shortfall as an adjustment
At whichever location the loss actually occurred, with the reason loss and a note
explaining it.
4
Follow it up
A pattern of shortfalls on a particular route or with a particular driver is worth knowing about.
Voiding
Only an administrator can void, and a reason is required. The original transfer stays visible.
What Bumara checks
Good practice
- Ship and receive separately when goods are genuinely in transit. The visibility is the point.
- Count on arrival. Every time. This is where discrepancies are caught cheaply.
- Reference the physical paperwork. Delivery note number, vehicle, driver.
- Review what is in transit weekly. A transfer shipped three weeks ago and never received means either the stock or the record has gone astray.
- Receive promptly. Stock sitting in transit is stock nobody can sell.
Reviewing transfers
Related: Adjustments and Stock counts.