Stock Transfers & Warehouses

Learn how to create warehouses and stores, transfer stock between locations, and track transfer statuses in Stogly.

Overview

Stogly supports multi-location operations with dedicated warehouses and stores. Stock transfers move inventory between these locations with full status tracking — from creation through transit to completion — so you always know where your products are.

Creating Warehouses

Warehouses are storage locations that hold inventory but do not process sales.

1. Navigate to Settings > Locations > Warehouses
2. Click Add Warehouse
3. Enter the warehouse name and address
4. Click Save

Common setups:

Creating Stores

Stores are selling locations linked to POS devices.

1. Navigate to Settings > Locations > Stores
2. Click Add Store
3. Enter the store name, address, and assign a default warehouse
4. Click Save

Each store is automatically assigned a warehouse for its own stock. You can change the default warehouse or add additional warehouses later.

Stock Transfers

Creating a Transfer

1. Navigate to Inventory > Transfers
2. Click New Transfer
3. Select the source location (where stock is coming from)
4. Select the destination location (where stock is going)
5. Add products to the transfer:
   - Search by name or SKU
   - Enter the quantity to transfer for each product
6. Add optional notes (e.g., reason for transfer, delivery instructions)
7. Click Create Transfer

Transfer Statuses

Each transfer moves through a defined workflow:

Updating Transfer Status

1. Open the transfer from Inventory > Transfers
2. Click Mark as In Transit when goods are shipped
3. At the destination, click Mark as Completed once goods are received and verified
4. If quantities differ from what was sent, adjust individual line items before completing

Allocation (Retail Only)

For retail businesses, allocation lets you reserve stock at a central warehouse for specific stores before creating a transfer.

1. Navigate to Inventory > Allocations
2. Click New Allocation
3. Select the source warehouse and target store(s)
4. Add products and assign quantities per store
5. Click Confirm Allocation
6. Once confirmed, create transfers from the allocation to move the stock

Allocations are useful when distributing a new shipment across multiple retail locations based on sales velocity or planned promotions.

Tips & Best Practices

• Name locations clearly — use consistent naming like Warehouse - Central and Store - Downtown so transfers are easy to understand at a glance
• Complete transfers promptly — leaving transfers in "In Transit" status makes stock counts unreliable since the items are deducted from the source but not yet added to the destination
• Use notes — include delivery details or batch references in the transfer notes for easy reference later
• Review transfer history — go to Inventory > Transfers and filter by location or date range to spot patterns in stock movement
• Allocate before transferring — for multi-store retail operations, allocation ensures fair distribution before physical shipment

Need help? Contact support at support@stogly.com