A transfer moves quantity of one or more items from a source location to a destination location. In Retrac, transfers execute immediately — there is no separate “ship” or “receive” step. Stock updates the moment you submit the transfer.
When to use transfers
- Restocking a retail store from the warehouse
- Loading a service van before a route
- Moving returned goods back to main inventory
- Any internal stock movement between your own locations
For count corrections (stocktake adjustments), use Adjust stock instead. For receiving from external suppliers, adjust stock at the receiving location with an appropriate note.
Create a transfer
Open Transfers
Click Transfers in the sidebar and click Create transfer.
Select locations
Choose From (source) and To (destination). They must be different locations.
Add line items
For each item to move:
- Choose an item (only items with stock at the source are listed once a source is selected)
- Enter quantity — cannot exceed available stock at the source
- Optionally add a per-line note
Submit
Add an optional transfer-level note and submit. Stock is deducted from the source and added to the destination. The transfer appears in your history with status completed.
Transfer limits
Each workspace has a transfers per billing cycle limit based on your plan. The sidebar usage widget and Settings → Billing show how many transfers you have used this cycle. Limits reset at the start of each billing period.
Revert a transfer
Workspace owners can undo a completed transfer if it was entered in error:
- Find the transfer in the list.
- Click Revert.
- Optionally add a revert note.
- Confirm.
Only revert when the physical stock still matches what the ledger should show after reversal. If goods were already consumed or moved again, adjust stock manually instead.
