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Moving Stock: Transfer Orders Explained

Back to Inventory ManagementHomepage Inventory Management Moving Stock: Transfer Orders Explained

What you’ll need

You’ll need the Manage inventory permission and at least two stores set up in TaoRocket to move stock between them.

1. Access the Transfer Orders list

  1. From the sidebar, click Inventory ➔ Transfer Orders.
  2. You’ll see your existing transfer orders with their statuses.

2. Create a new transfer order

  1. Click New Transfer.
  2. Fill in the form with:
    • From store – the location sending stock.
    • To store – the receiving location.
    • Transfer order date – defaults to today but can be adjusted.
    • Notes – (Optional) with information to annotate.
  3. Add items and quantities to transfer.

3. Understand order statuses

  • Draft: Order is created but not yet finalized. Can be deleted or edited freely.
  • Pending: Order has been finalized and awaits transfer. Editable until fully transferred.
  • Partially transferred: Some items have been moved; others remain. Still editable.
  • Transferred: All items have been moved; order is closed and cannot be edited.

4. Transfer your stock

  • When your transfer order is Pending or Partially transferred, the TRANSFERRED button appears.
  • Click TRANSFERRED to begin moving stock items.
  • Confirm transferred quantities for each line, then save to update inventory.
  • For Draft orders, the TRANSFERRED button is not available.

5. Additional options

Use the MORE menu to:

  • Save as PDF or CSV.
  • Duplicate the order.
  • Produce negative stock to prepare for the transfer (if needed) – it create a production order with the items that need to be produced to fulfill the transfer order.
  • Cancel remaining items to close the order early.

6. Managing stock in multiple locations

  • Transfer orders keep stock synchronized across locations.
  • Track quantities available at both From and To stores while editing the order.

What’s next?

🎉 With transfer orders streamlined and stock accurately tracked across your locations, your business can stay agile and well-stocked—happy transferring!