Inventory Stock Transfers

Transfers move products from one branch to another. Use them when one branch has stock and another branch needs it.

Open Inventory → Transfers. The Transfers tab appears only when your clinic has more than one branch and transfers are enabled by setup and permissions.

Configuration links

• Branches and Rooms
• Users

Create Transfer

1. Open Inventory → Transfers.
2. Confirm the selected source branch.
3. Click Create Transfer.
4. Select the From Branch and To Branch.
5. Add products to the transfer.
6. Enter transfer quantities.
7. Review available stock, transferred quantity, received quantity, and total value.
8. Click Create Transfer.

The source and destination branches must be different. A transfer cannot be created without products.

Transfer statuses

The transfer detail window includes status steps:

• Created: the transfer is planned.
• Sent: stock has been sent from the source branch.
• Received: the destination branch has received the stock.

When a transfer is marked Received, Dentaltap may request a receiving signature. Receiving confirms the destination branch stock update.

Available stock and received stock

Each transfer item shows how much stock is available and how much is being transferred. For received transfers, the received quantity confirms what arrived at the destination branch.

If the destination receives a different amount than expected, update the received quantity before saving, or follow clinic policy for a later stock adjustment.

Update Transfer

1. Open Inventory → Transfers.
2. Click a transfer row, or use the row action menu and choose Edit.
3. Update branches, products, quantities, received quantities, or status as allowed.
4. Click Save Changes.

After a transfer is received, avoid changing it unless you are correcting a clear mistake. Use a stock adjustment if the real branch quantity needs to be corrected later.

Delete Transfer

1. Open the row action menu or open transfer details.
2. Choose Delete or Delete Transfer.
3. Confirm the deletion.

Delete a transfer only when it was created by mistake. If the transfer already represents stock movement between branches, an adjustment may be safer for audit clarity.