Material Transfer — Move and Track Warehouse Stock

Use Material Transfer in Kuvera Arc to create requisitions, track stock in transit, and complete direct warehouse-to-warehouse stock issue workflows.

Material Transfer gives you a controlled workflow for moving stock between warehouses in Kuvera Arc. Use it to create requisitions, approve transfer requests, track stock in transit, and complete direct stock issues between warehouses.

Overview

Material Transfer is organized into three functional areas.

Material Transfer section in Inventory

New Requisition Entry

Create and manage stock movement requests that go through approval before stock is dispatched.

Stock in Transit

Track stock that has been dispatched from the source warehouse but not yet received at the destination.

New Stock Issue

Transfer goods directly between warehouses within the same branch.

Transfer workflow

The material transfer process follows a controlled sequence from request to receipt.

1. Create a requisition or stock issue

   Create a stock movement request or a direct transfer record.

   Create transfer record

2. Review and approve the request

   An authorized user reviews and approves the request before stock is moved.

3. Dispatch stock into transit

   Approved stock is dispatched from the source warehouse and marked as In Transit.

4. Receive stock at the destination

   The destination warehouse receives the transferred stock and confirms receipt.

5. Update inventory records

   Inventory records at both warehouses update after the transfer is completed.

Material Transfer ensures stock moves through approved, trackable steps so inventory stays accurate at every location.

Requisitions

A requisition is a formal stock movement request used to transfer inventory from one warehouse to another. It starts the transfer process but does not move stock by itself.

Request stock

Request stock from another warehouse or branch.

Require approval

Ensure stock movement is approved before dispatch.

Track requests

Keep a traceable record of every transfer request.

Protect inventory accuracy

Maintain accurate inventory tracking across locations.

Stock only moves after a requisition is approved and dispatched.

Access Requisition Listings

1. Open Material Transfer

   Go to Inventory and open Material Transfer.

   Material Transfer in the sidebar

2. Open New Requisition Entry

   Select New Requisition Entry from the Material Transfer sub-sections.

3. Open Requisition Listings

   Click Requisition Listings to view all requisition records.

   Requisition Listings page

Requisition Listings page

Use Requisition Listings to view, filter, and manage requisitions by type and status.

Requisition type filter

Switch between outgoing and incoming requisitions.

Status filter

Filter by Pending, Approved, In Transit, or Completed.

Search

Find records by requisition ID.

Records per page

Control how many records appear in the table.

Requisition table

Requisition ID

Unique identifier for the requisition.

From Warehouse

Source warehouse where stock will be dispatched from.

To Warehouse

Destination warehouse where stock will be received.

Status

Current workflow status of the requisition.

Item Count

Number of product lines included in the requisition.

Action

Open full details or perform available record actions.

Create a requisition

1. Open New Requisition Entry

   Go to Inventory > Material Transfer > New Requisition Entry.

2. Click New Requisition Request

   Click New Requisition Request.

   New Requisition Request button

3. Click Add New Requisition

   Click Add New Requisition to open the requisition form.

4. Complete transfer details

   Fill in the required transfer details before adding products.

   Requisition form

5. Add products

   Add products to transfer, along with quantities and rates.

6. Save the requisition

   Save as draft or submit the requisition for approval.

Requisition details

Select Date

Required date of the requisition request.

Requisition From

Required source warehouse where stock will be dispatched.

To Warehouse

Required destination warehouse where stock will be received.

Reference Number

Optional reference number for tracking.

Remarks

Optional notes or context about the requisition.

Add products to a requisition

Single product

Select a product from the product field, enter the quantity and rate per item, and review the automatically calculated total price.

Single product entry

Bulk products

Click Add Items in Bulk to select multiple products at once.

Left panel

Search and browse the available product list.

Right panel

Review selected products, adjust quantities, remove items, or clear all selections.

Bulk product selector

Save as Draft

Stores the requisition without submitting it for approval.

Save Requisition

Submits the requisition for review and approval.

Cancel

Discards changes and exits without saving.

Manage requisition details

Open a requisition record to review the full details and take actions based on its status.

1. Open Requisition Listings

   Go to Inventory > Material Transfer > New Requisition Entry > Requisition Listings.

2. Find the requisition

   Locate the required record in the table.

3. Open details

   Click the View icon in the Action column.

   View requisition action

Requisition summary

Shows ID, status, source and destination warehouse, date, requester, item count, and remarks.

Requisition items

Shows product name, quantity, rate, total, subtotal, and total amount.

Edit Requisition

Modify details when the record is in Draft or Pending status. Editing is restricted after approval or transit.

Duplicate Requisition

Create a copy with a new ID. Items and details are copied, and the new record is saved in Pending status.

Void Requisition

Permanently cancel a requisition. The record cannot proceed further but remains visible for audit history.

Stock in Transit

Stock in Transit displays inventory that has been dispatched from a source warehouse but has not yet been received at the destination.

Stock in Transit page

Stock in transit records are created automatically when a transfer enters the In Transit stage.

Access Stock in Transit

1. Open Material Transfer

   Go to Inventory and open Material Transfer.

2. Select Stock in Transit

   Select Stock in Transit from the Material Transfer sub-sections.

3. Open the listings page

   Click Stock in Transit to view all active transit records.

Transit record types

Requisition Stock In Transit

Displays requisition-based transfers that are currently in the In Transit stage. These appear after a requisition is approved and dispatched, but before the destination warehouse confirms receipt.

Stock Issue In Transit

Displays direct stock issue transfers that are currently in transit between warehouses within the same branch.

Stock in Transit acts as a temporary tracking layer for inventory moving between warehouses. Once stock is received, the transfer moves to Completed status.

Stock Issues

Stock Issues transfer goods directly from one warehouse to another within the same branch. Unlike requisitions, stock issues do not require a separate branch request workflow.

Requisition

A requisition is a formal request process for moving stock between warehouses or branches. It focuses on requesting and approving stock movement before dispatch.

Stock Issue

A stock issue is a direct operational transfer between warehouses within the same branch. It focuses on dispatching and transferring inventory efficiently.

Move stock quickly

Move goods between warehouses under the same branch.

Maintain availability

Keep inventory available across multiple locations.

Track movement

Record warehouse-to-warehouse movement with proper documentation.

Protect accuracy

Ensure stock is correctly recorded during the transfer process.

Access Stock Issue Listings

1. Open Material Transfer

   Go to Inventory and open Material Transfer.

2. Open New Stock Issue

   Select New Stock Issue from the Material Transfer sub-sections.

3. Open listings

   Click Stock Issue Listings to view all stock issue records.

   Stock Issue Listings page

Stock Issue Listings page

New Stock Issue

Create a new direct warehouse transfer.

Status tabs

Review Pending, Approved, In Transit, and Completed records.

Stock issue table

Review stock issue records and open details.

Stock Issue records table

Stock Issue No

Unique identifier for the stock issue record.

From Warehouse

Source warehouse for the transfer.

To Warehouse

Destination warehouse for the transfer.

Status

Current workflow status of the stock issue.

Item Count

Number of product lines in the transfer.

Action

View details or perform available record actions.

Create a stock issue

1. Open New Stock Issue

   Go to Inventory > Material Transfer > New Stock Issue.

2. Click New Stock Issue

   Click New Stock Issue to open the creation form.

   New Stock Issue button

3. Complete transfer details

   Fill in the source warehouse, destination warehouse, date, and optional remarks.

   New Stock Issue form

4. Add products

   Add products to transfer, with quantities and rates per item.

5. Submit stock issue

   Click Add Stock Issue to submit the transfer for processing.

From Warehouse

Source warehouse dispatching the stock.

To Warehouse

Destination warehouse receiving the stock.

Select Date

Date of the stock issue transfer.

Remarks

Optional notes or reason for the transfer.

Add products to a stock issue

Single product

Select a product, enter quantity and rate per item, and review the automatically calculated total.

Stock issue product line

Bulk products

Click Add Items in Bulk to select multiple products.

Left panel

Search and browse available products.

Right panel

Review selected products, adjust quantities, remove items, or clear all.

Bulk products for stock issue

Click Add Stock Issue to submit the transfer, or Cancel to discard all changes.

Manage stock issue details

1. Open Stock Issue Listings

   Go to Inventory > Material Transfer > New Stock Issue > Stock Issue Listings.

2. Find the stock issue

   Locate the required record in the table.

3. Open details

   Click the View icon in the Action column.

   View stock issue details

Basic details

Shows status, stock issue ID, item count, source warehouse, destination warehouse, requester, and requested date.

Product details

Shows product name, rate, quantity, total, subtotal, and total amount.

Edit Stock Issue

Modify stock issue details when the current status allows editing.

Duplicate Stock Issue

Create a copy with a new ID. Products, quantities, and warehouse details are copied into a new Pending record.

Void Stock Issue

Permanently cancel the stock issue. The record cannot proceed further but remains visible for audit history.

Approve and transfer a stock issue

A new stock issue starts in Pending status. An authorized user must approve it before stock can be dispatched.

Stock Issue Details page

Approve

Review the product contents and confirm the details are correct.

Once approved:

• Status changes to Approved
• Dispatch and transfer actions become available
• Products are ready for physical warehouse transfer

Transfer

After approval, move the stock issue into the In Transit stage.

1. Open the transfer action

   Click the transfer action from the Stock Issue Details page.

2. Confirm warehouse direction

   Verify the source warehouse and destination warehouse.

3. Select products for dispatch

   Choose the products that are physically ready to be dispatched.

4. Assign batches

   Select inventory batches for the products being transferred. You can assign one batch for the full quantity or split quantities across batches.

5. Confirm transit

   Click Confirm Transit to move the stock issue into In Transit status.

Stock issue statuses

Pending

The stock issue has been created and is waiting for approval.

Approved

The stock issue has been approved and stock is ready to be dispatched.

In Transit

Products have been dispatched and are moving between warehouses. The destination warehouse has not confirmed receipt.

Completed

The destination warehouse has received the stock and inventory records at both warehouses have been updated.

Void

The stock issue has been cancelled and will not be processed further. The record remains visible for audit purposes.

Use requisitions, stock in transit tracking, and stock issues together to ensure every stock movement is approved, dispatched, received, and accurately reflected in Kuvera Arc.