Transaction: Move

Move transfers stock from one warehouse to another. It decreases stock in the source warehouse and increases stock in the destination warehouse.

Menu Location and Access

Open Move from the sidebar. Users need Move permissions to create or update movement documents.

Field Guide

Field	Meaning
Transaction Category	Classifies the movement document.
No Document	Document number according to transaction category numbering.
Transaction Date	Date of the movement.
From Warehouse	Source warehouse.
To Warehouse	Destination warehouse.
Reference	Transfer reference or request number.
Description	Standard document note.
Document Status	Draft does not update stock; Complete updates both warehouses.
Item / Quantity	Item lines and quantity transferred.
Custom Fields	Extra transfer data configured in Move Form.

Important: Draft does not change stock. Complete decreases the source warehouse and increases the destination warehouse.

Move Form Examples

Recommended custom fields below are examples, not built-in fields. Add them only if they match your transfer process.

Scenario	Recommended Custom Fields	Why They Help
Transfer between warehouses	Transfer Request No, Requested By, Approved By, Dispatch Date.	Makes the transfer request traceable.
Branch replenishment	Branch Name, Replenishment Reason, Priority.	Explains why stock was sent.
Delivery preparation	Driver, Vehicle No, Loading Time, Dispatch Time.	Tracks goods during physical movement.
Staging area movement	Staging Location, Prepared By, Checked By.	Clarifies responsibility before final shipment.

Create a Move

1. Open Move and select Create Movement.
2. Choose transaction category and transaction date.
3. Select source warehouse and destination warehouse.
4. Fill reference and transfer notes if needed.
5. Add item lines and quantities.
6. Fill required custom fields from Move Form.
7. Save as draft or complete the document.

If there are many move lines, use transaction line import from the form. Review source and destination warehouses before completing because Move changes both balances.

Practical Example: Transfer Between Warehouses

The team transfers 20 pieces of Packaging Tape from Main Warehouse to Branch Warehouse.

Step	User Action	Result to Check
1	Create a Move transaction.	Movement document is created for internal transfer.
2	Select Main Warehouse as From Warehouse.	Stock will decrease from the source.
3	Select Branch Warehouse as To Warehouse.	Stock will increase in the destination.
4	Fill Transfer Request No, Driver, or Vehicle No if configured.	Physical transfer is traceable.
5	Add the item and quantity 20.	Moved quantity matches physical transfer.
6	Complete the Move after goods are sent or received according to company procedure.	Both warehouse balances are updated.

Print and Report Relationship

Print Move when the transfer needs a handover document. Use Summary Stock Card to compare source and destination balances, and Detail Stock Card to audit the transfer rows.

Common Problems

Problem	Fix
Destination warehouse is missing	Confirm the destination warehouse is active.
Stock is still in old warehouse	Confirm Move is completed.
Item line cannot be added	Check source warehouse and item selection.
Required custom field blocks completion	Fill the field or review Move Form configuration.
Source and destination are accidentally the same	Cancel before saving, or correct according to company policy if already completed.