> For the complete documentation index, see [llms.txt](https://workmate.gitbook.io/workmate-knowledge-base/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://workmate.gitbook.io/workmate-knowledge-base/workmate-feature-guides/workmate-pos-features/stock-transfers.md).

# Stock Transfers

<mark style="color:blue;">Creating a transfer order in WorkMate allows you to seamlessly move inventory between locations, manage stock levels, and track transfers — all from within WorkMate.</mark>

## Demo:

{% embed url="<https://www.loom.com/share/a9e2c7e137194ac7a48b071e974b64b7?sid=469be4dd-bad4-4038-9515-14f03d5d9a28>" %}

## **Documentation:**

**1. Create your Work Order**&#x20;

* Click **New Work Order**&#x20;
* Select a product that is out of stock from your work order.
* Ensure that the product is sold at more than one location.
* For a more detailed guide on how to create work orders on POS, click here: [Work Orders](/workmate-knowledge-base/workmate-feature-guides/workmate-pos-features/b2c-work-orders.md)&#x20;

**2. Work Order Sourcing**

* Once your work order has been created, you can begin to source your item
* Click the **Sourcing** button on the work order page.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FWgsjHM9RmQXC9QIqolo9%2Fimage.png?alt=media&amp;token=7373b9ae-6351-4d9d-879f-fd33a6b90f72" alt=""><figcaption></figcaption></figure>

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FxzLYkJ6y4LKzmIrWMzam%2Fimage.png?alt=media&amp;token=4bba2b2e-c7c7-4fb6-a17c-4176b0b535b5" alt=""><figcaption></figcaption></figure>

**3. Create the Transfer Order**

* You'll be redirected to another page where you can view the product you'd like transferred to your store location.&#x20;
* Click the **Create transfer order** button.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2F8xaBV8HZFjblMHUJt7ml%2FIMG_0451.jpg?alt=media&amp;token=b8d40e4f-b9d1-4828-ad9d-4883b06053ad" alt=""><figcaption></figcaption></figure>

* You will be taken to a page that displays the store locations able to transfer your selected product.
* Select your **transfer order location.**

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2Foz4xDH8fMso050DCrhOt%2Fimage.png?alt=media&amp;token=a2d5907b-89bd-4f7b-9426-0fb4828bfea1" alt=""><figcaption></figcaption></figure>

* Review your transfer order details and click **Create stock transfer.**

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FsSBodDdGa7uGCfBSZKr5%2Fimage.png?alt=media&amp;token=62e59ed7-d99a-4ff6-b6fd-eef191a5092e" alt=""><figcaption></figcaption></figure>

* Once created, you will receive a confirmation message saying **"Stock transfer saved."**

**4. Verify the Transfer Order**

* To review the transfer order, click the **Stock Transfers** tile from the Shopify POS home page.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FZCNjKk9mwYFgnKOt0g6I%2FIMG_0146.jpeg?alt=media&amp;token=f25e0149-3d8d-4208-8ca5-6402ed9bf1c4" alt="" width="314"><figcaption></figcaption></figure>

* Here you can view your stock transfers.
* The status should say **Pending.**
* You can manually update this status once you have received your products.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FP9vj4vynI5lwEjuGg06x%2Fimage.png?alt=media&amp;token=2a10f91e-9e1b-4ba2-a916-2c9c8467514a" alt=""><figcaption></figcaption></figure>

**5. Update your Status**

* Click on the **stock transfer** for a more detailed view.&#x20;
* Click on the product.
* Here, you can see a detailed view of the product

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2FpLtoKNUG2IhTBH6AGH3j%2Fimage.png?alt=media&amp;token=7f070207-6e4a-4ad6-9774-46d071a9e435" alt=""><figcaption></figcaption></figure>

* From this menu, you can adjust the status and quantities of your products.

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2F14htUEQiWcuMYk9UGOJL%2Fimage.png?alt=media&amp;token=1726ecd9-e0be-47a2-82e5-d05a7ed5db3f" alt=""><figcaption></figcaption></figure>

* Click **Save** once you've updated your product status.&#x20;
* You will be redirected to the transfer order page, where the new status will be displayed.
* Click **Update stock transfer**.
* After updating your stock transfer, your Shopify inventory will also be updated to reflect this change.&#x20;

<figure><img src="https://929556970-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F9QRNYn7PCoQK6KIOC55m%2Fuploads%2F90lQj6g3yIFc7ZRGkOOf%2Fimage.png?alt=media&amp;token=2175f351-1ab7-4b95-a678-788a587402fb" alt=""><figcaption></figcaption></figure>
