--- title: How to Create and Manage a Stock Transfer description: A Stock Transfer is the next step after a Warehouse Request. It means that you have sent the items from the Warehouse to the Request Initiator. How to Download Printed Stock Transfer Documents Created --- [Skip to content](https://help.precoro.com/how-to-create-and-manage-a-stock-transfer-1#main-content) [Contact us](https://help.precoro.com/kb-tickets/new?hsLang=en) [Customer portal](https://help.precoro.com/tickets-view?hsLang=en) [![Property 1=Default](https://help.precoro.com/hubfs/Property%201=Default.svg)](https://app.precoro.com/login) Open main navigation Close main navigation - [Contact us](https://help.precoro.com/kb-tickets/new) - [Customer portal](https://help.precoro.com/tickets-view) - [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) [Contact Us](https://share.hsforms.com/1-5JilMA_Qv6AOSVjFtNhDg14slf) Hi there! 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[Inventory](https://help.precoro.com/how-to-use-precoro?hsLang=en#inventory) # How to Create and Manage a Stock Transfer ## Learn how to create and manage stock transfers in Precoro. #### TABLE OF CONTENTS - [How to Create a Stock Transfer](https://help.precoro.com/how-to-create-and-manage-a-stock-transfer-1#create) - [How to Cancel a Stock Transfer](https://help.precoro.com/how-to-create-and-manage-a-stock-transfer-1#cancel) - [How to Complete Stock Transfers for Non-Catalog Items](https://help.precoro.com/how-to-create-and-manage-a-stock-transfer-1#noncatalog) - [Managing and Tracking Stock Transfers](https://help.precoro.com/how-to-create-and-manage-a-stock-transfer-1#managing) - [How to Download Printed Stock Transfer Documents Created from Inventory Consumption](https://help.precoro.com/how-to-create-and-manage-a-stock-transfer-1#Download-Printed-Stock-Transfer) A **Stock Transfer** is the next step after a Warehouse Request. It means that you have sent the items from the Warehouse to the Request Initiator. Precoro will notify you if and when a new Stock Transfer is required. You can also enable the Warehouse Request initiator to receive an email notification on the new Stock Transfer creation. To learn more about this function, please read [this article](https://help.precoro.com/email-notifications-1?hsLang=en). ### How to Сreate a Stock Transfer There are two ways to create a Stock Transfer: 1\. Directly from the Warehouse Request.  [![create-stock-transfer](https://help.precoro.com/hs-fs/hubfs/create-stock-transfer.jpg?width=670&height=391&name=create-stock-transfer.jpg)](https://help.precoro.com/hubfs/create-stock-transfer.jpg?hsLang=en) You can later preview a **Stock Transfer** directly from its related Warehouse Request, without opening the document. In the WR's related documents section, click the eye icon next to the Stock Transfer to see its details. ![stock transfer](https://help.precoro.com/hs-fs/hubfs/stock%20transfer.png?width=670&height=275&name=stock%20transfer.png) 2\. From the Inventory page. To do this, please navigate to the left-side menu and choose **Inventory → Create Stock Transfer.** A sticker number on the Create Stock Transfer button indicates the number of open Warehouse Requests to complete for Stock Transfers.  **💡 Please note: Non-catalog** items can not be posted to the Warehouse.  3\. On the next page, choose a Warehouse Request to complete the Stock Transfer.  4\. On the **Stock Transfer** page, you can see the required items and available stock balance. Put the amount in the **Warehouse** column. You can transfer items from multiple warehouses at once. If you want to keep transferred items in another Warehouse, choose the Warehouse in **Transfer to**. 5\. To complete the document, press **Create**. **💡 Please note:** You can see the additional document information in the Document Customs Fields displayed on the Stock Transfer page. ### How to Cancel a Stock Transfer To make a cancelation, please follow the steps below: 1\. Open the **Stock Transfers** list and click the one you want to cancel. 2\. Click the **Cancel** button on the right. And that is it. The Transfer gets the Canceled document status. After the Stock Transfer is canceled, the Warehouse Request receives the **Not Transferred** status. The Stock will be updated, and the transferred amount will return. [![](https://help.precoro.com/hubfs/Monosnap%20Warehouse%20Request%20%23103%202022-12-18%2000-36-19-png.png)](https://help.precoro.com/hubfs/Monosnap%20Warehouse%20Request%20%23103%202022-12-18%2000-36-19-png.png?hsLang=en) ### How to Complete Stock Transfers for Non-Catalog Items If you have a **Not Completed Stock Transfers** info card in the Inventory module, it means that you ordered a non-catalog item and posted it to the warehouse in the Receipt creation stage. **💡 Please note: Non-catalog** items can not be posted to the warehouse.  There are two ways to proceed with such items: 1\. If you do not want to add the stock balance for the non-catalog item, or if it was posted to the warehouse by mistake: - Press the **Not Completed** Infocard ![](https://help.precoro.com/hubfs/Monosnap%20Inventory%202023-10-02%2014-38-41-png.png) - Press **Remove**.  ![](https://help.precoro.com/hubfs/1Monosnap%20Stock%20Transfers%202023-10-19%2008-16-56-png.png) 2\. If you want to add the stock balance for the non-catalog item: - Go to**Item Management** first and add an appropriate item to the catalog. [![](https://help.precoro.com/hubfs/Monosnap%20Item%20Management%202022-12-18%2001-15-08-png.png)](https://help.precoro.com/hubfs/Monosnap%20Item%20Management%202022-12-18%2001-15-08-png.png?hsLang=en) - Go back to the **Inventory module** → **Not Completed Stock Transfers** Infocard → press **Add Item** and match it with a catalog item. ![](https://help.precoro.com/hubfs/Monosnap%20Stock%20Transfers%202023-10-19%2008-16-19-png.png) When you click the **Add item** button in the Not Completed list, you will now see the additional information regarding **Supplier** as well as the message that suggests you match the previous item with the corresponding one from the Catalog:  ![](https://help.precoro.com/hubfs/Monosnap%20Stock%20Transfers%202023-10-11%2011-36-20-png.png) The process of completing those Transfers will look like this: Once it matches, you will find that item in your warehouse list. ### Managing and Tracking a Stock Transfer Press the **Stock Transfers** button in the Inventory section to see the list of all transfers and manage them with filters. [![](https://help.precoro.com/hubfs/Knowledge%20Base%20Import/s3.amazonaws.comcdn.freshdesk.comdatahelpdeskattachmentsproduction35172678148original5FGIqsQSzgk9DlDqrUkh2cZ9JfGqqgRm5Q-1.gif)](https://help.precoro.com/hubfs/Knowledge%20Base%20Import/s3.amazonaws.comcdn.freshdesk.comdatahelpdeskattachmentsproduction35172678148original5FGIqsQSzgk9DlDqrUkh2cZ9JfGqqgRm5Q-1.gif?hsLang=en) In the **Other Details** column in **Stock** **Transfers** and **Inventory** **Consumption** documents, you can see the display of **Custom** **Fields for Documents** information. **💡 Please note:** Only those CFDs with active **Display in the lists of documents** setting will be displayed. More information on CFD settings can be found [here](https://help.precoro.com/documents-custom-fields-types-and-configuration-1?hsLang=en). ![](https://help.precoro.com/hubfs/Monosnap%20Edit%20Documents%20custom%20field%202023-10-11%2010-50-17-png.png) The display is as follows: - On the Stock Transfers page ![](https://help.precoro.com/hubfs/Monosnap%20Stock%20Transfers%202023-10-11%2010-52-54-png.png) - On the Inventory Consumption page ![](https://help.precoro.com/hubfs/Monosnap%20Inventory%20Consumptions%202023-10-11%2010-54-29-png.png) You can also quickly gather the needed **CFI** and **CFD** data by **utilizing** **filters,** as well as by using a new **Transfer Date** filtering option on the Stock Transfer page that lets you select the needed date range: - Using filters on the Stock Transfers page: - Using filters on the Inventory Consumption page You can also see the display of **CFI Code** and **Name** columns in the printed forms for **Stock** **Transfers created from Warehouse Request** documents: ![](https://help.precoro.com/hubfs/Monosnap%20screencast%202023-10-11%2011-21-55-gif.gif) #### How to Download Printed Stock Transfer Documents Created from Inventory Consumption You can download the printed Stock Transfer in PDF and XLSX formats when they are created based on Inventory Consumption. You will see the related **Inventory Consumption #** displayed in that printed document. 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