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Transfers

Last updated 2026-06-10

A transfer moves stock from one of your locations to another — one store sends, another receives. Even if you run a single location today, transfers are how you'll move inventory once you open a second.

In the POS mode, open the Transfers left tab — that's where every transfer lives.

The Transfers list

The top-tab strip on Transfers is the lifecycle of a transfer, left to right. Each tab shows a live count of transfers in that state.

transfers screenshot 1

  • New — the empty builder; start a fresh transfer here.

  • Drafts — in-progress transfers saved but not yet submitted.

  • Requested — transfers waiting on approval or fulfillment at the source location.

  • Sent — stock has left the source, in transit to the destination.

  • Received — stock has landed at the destination; counts have been updated on both sides.

  • Voided — canceled before completion.

A transfer moves through New → Drafts → Requested → Sent → Received, with Voided as the off-ramp if it gets canceled.

Step 1: Start a new transfer

Open the New top tab (or click Transfers in the left sidebar — it lands you here by default). You'll see the transfer transaction-builder: Transfer from and Ship to on the left, product search in the middle, totals on the right, and the action cluster at the bottom.

transfers screenshot 2

Transfer from and Ship to are both required before the builder will let you submit. Until both are set, the product line-item table is empty and the Submit button is disabled.

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Rundoo doesn't flag missing fields when you click Submit or Save draft on a half-filled transfer — the button just does nothing. If nothing happens, double-check you've picked both a source and a destination and added at least one product.

Step 2: Pick source and destination

Click Select location under Transfer from and pick the store that's sending the stock. Then click Select location under Ship to and pick the destination.

  • Transfer from — the store losing stock. Once picked, the store's address appears underneath.

  • Ship to — the store receiving stock. Same address treatment.

  • Requested date — a target date for the transfer to arrive. Defaults to ASAP.

  • Generate transfer — a Rundoo AI button that suggests quantities based on each location's sales velocity and on-hand stock. Click it and the cart fills itself with a proposed transfer — review the numbers before sending. The button only appears in tenants with Rundoo AI enabled; if it's not visible on your Transfer from panel, the feature isn't on for your company yet.

The destination can't be the same as the source; Rundoo won't offer your current source location in the Ship to picker.

Step 3: Add products

Click Search for a product and start typing — matches on SKU, name, or vendor SKU. Use the quantity stepper to the right of the search box to set how many before adding.

transfers screenshot 3

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The product search on the transfer page doesn't show a live dropdown the way the Orders page does. Type your query and press Enter to pick the first match — there's no list to browse. If the wrong product lands on the cart, remove it with the ✕ on the line and search more specifically.

Each line fills the table with PRODUCT, INVENTORY, QUANTITY, and VALUE columns.

  • PRODUCT shows the SKU, name, and product image.

  • INVENTORY shows on-hand counts at both locations involved (source and destination), each with its location badge.

  • QUANTITY is how many units you're moving. Stepper increments by one; click in and type for larger numbers.

  • VALUE is the unit cost × quantity — the dollar value of the stock in motion. The unit cost follows your company-wide Cost method setting (Average or Standard) and isn't labeled on the transfer page itself — switching the company setting changes which cost feeds this column going forward. Updates live as you change quantity.

Transfer totals at the bottom right show Subtotal and Transfer total — the combined value of every line.

Step 4: Submit the transfer

The action cluster at the bottom right has two terminal verbs for a transfer:

transfers screenshot 4

  • Save draft — stash the transfer in the Drafts tab without submitting. Safe to come back to later.

  • Submit — the primary action. Submits the transfer and moves it into Requested (or Sent, depending on how your locations are configured for approval).

Click Submit when the cart is right. Rundoo drops a green confirmation banner at the bottom of the screen and moves the transfer into the next state.

Receiving a transfer

When the stock shows up at the destination, open the transfer from the Sent tab and confirm what actually arrived. The QUANTITY column lets you record each line as "N of N" received — mark short shipments or damage here so both locations' inventory counts stay honest.

transfers screenshot 5

Once receiving is confirmed, the transfer moves into the Received tab. Stock at the destination increments by the received quantity, stock at the source has already been decremented by the sent quantity, and the ledger is square.

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Receiving updates on-hand inventory at the destination the moment you confirm. If a shipment is partial, receive only what landed — the remainder stays on the transfer as outstanding so you can receive it when it shows up.

  • Purchase orders — restocking from a vendor (as opposed to moving stock between your own locations).

  • Products — where product on-hand counts per location are tracked.