> ## Documentation Index
> Fetch the complete documentation index at: https://help.kuverbooks.com/llms.txt
> Use this file to discover all available pages before exploring further.

# 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.

<Frame caption="Material Transfer section in Inventory" />

<CardGroup cols={3}>
  <Card title="New Requisition Entry" icon="file-circle-plus">
    Create and manage stock movement requests that go through approval before stock is dispatched.
  </Card>

  <Card title="Stock in Transit" icon="truck">
    Track stock that has been dispatched from the source warehouse but not yet received at the destination.
  </Card>

  <Card title="New Stock Issue" icon="right-left">
    Transfer goods directly between warehouses within the same branch.
  </Card>
</CardGroup>

## Transfer workflow

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

<Steps>
  <Step title="Create a requisition or stock issue">
    Create a stock movement request or a direct transfer record.

    <Frame caption="Create transfer record" />
  </Step>

  <Step title="Review and approve the request">
    An authorized user reviews and approves the request before stock is moved.
  </Step>

  <Step title="Dispatch stock into transit">
    Approved stock is dispatched from the source warehouse and marked as **In Transit**.
  </Step>

  <Step title="Receive stock at the destination">
    The destination warehouse receives the transferred stock and confirms receipt.
  </Step>

  <Step title="Update inventory records">
    Inventory records at both warehouses update after the transfer is completed.
  </Step>
</Steps>

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

## 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.

<CardGroup cols={2}>
  <Card title="Request stock" icon="file-circle-plus">
    Request stock from another warehouse or branch.
  </Card>

  <Card title="Require approval" icon="circle-check">
    Ensure stock movement is approved before dispatch.
  </Card>

  <Card title="Track requests" icon="clipboard-list">
    Keep a traceable record of every transfer request.
  </Card>

  <Card title="Protect inventory accuracy" icon="boxes-stacked">
    Maintain accurate inventory tracking across locations.
  </Card>
</CardGroup>

<Info>
  Stock only moves after a requisition is approved and dispatched.
</Info>

## Access Requisition Listings

<Steps>
  <Step title="Open Material Transfer">
    Go to **Inventory** and open **Material Transfer**.

    <Frame caption="Material Transfer in the sidebar" />
  </Step>

  <Step title="Open New Requisition Entry">
    Select **New Requisition Entry** from the Material Transfer sub-sections.
  </Step>

  <Step title="Open Requisition Listings">
    Click **Requisition Listings** to view all requisition records.

    <Frame caption="Requisition Listings page" />
  </Step>
</Steps>

## Requisition Listings page

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

<CardGroup cols={2}>
  <Card title="Requisition type filter" icon="filter">
    Switch between outgoing and incoming requisitions.
  </Card>

  <Card title="Status filter" icon="table-list">
    Filter by Pending, Approved, In Transit, or Completed.
  </Card>

  <Card title="Search" icon="magnifying-glass">
    Find records by requisition ID.
  </Card>

  <Card title="Records per page" icon="list-ol">
    Control how many records appear in the table.
  </Card>
</CardGroup>

<Frame caption="Requisition table" />

<CardGroup cols={2}>
  <Card title="Requisition ID" icon="hashtag">
    Unique identifier for the requisition.
  </Card>

  <Card title="From Warehouse" icon="warehouse">
    Source warehouse where stock will be dispatched from.
  </Card>

  <Card title="To Warehouse" icon="warehouse">
    Destination warehouse where stock will be received.
  </Card>

  <Card title="Status" icon="circle-check">
    Current workflow status of the requisition.
  </Card>

  <Card title="Item Count" icon="boxes-stacked">
    Number of product lines included in the requisition.
  </Card>

  <Card title="Action" icon="eye">
    Open full details or perform available record actions.
  </Card>
</CardGroup>

## Create a requisition

<Steps>
  <Step title="Open New Requisition Entry">
    Go to **Inventory > Material Transfer > New Requisition Entry**.
  </Step>

  <Step title="Click New Requisition Request">
    Click **New Requisition Request**.

    <Frame caption="New Requisition Request button" />
  </Step>

  <Step title="Click Add New Requisition">
    Click **Add New Requisition** to open the requisition form.
  </Step>

  <Step title="Complete transfer details">
    Fill in the required transfer details before adding products.

    <Frame caption="Requisition form" />
  </Step>

  <Step title="Add products">
    Add products to transfer, along with quantities and rates.
  </Step>

  <Step title="Save the requisition">
    Save as draft or submit the requisition for approval.
  </Step>
</Steps>

## Requisition details

<CardGroup cols={2}>
  <Card title="Select Date" icon="calendar-days">
    Required date of the requisition request.
  </Card>

  <Card title="Requisition From" icon="warehouse">
    Required source warehouse where stock will be dispatched.
  </Card>

  <Card title="To Warehouse" icon="warehouse">
    Required destination warehouse where stock will be received.
  </Card>

  <Card title="Reference Number" icon="hashtag">
    Optional reference number for tracking.
  </Card>

  <Card title="Remarks" icon="file-lines">
    Optional notes or context about the requisition.
  </Card>
</CardGroup>

## Add products to a requisition

<Tabs>
  <Tab title="Single product">
    Select a product from the product field, enter the quantity and rate per item, and review the automatically calculated total price.

    <Frame caption="Single product entry" />
  </Tab>

  <Tab title="Bulk products">
    Click **Add Items in Bulk** to select multiple products at once.

    <CardGroup cols={2}>
      <Card title="Left panel" icon="magnifying-glass">
        Search and browse the available product list.
      </Card>

      <Card title="Right panel" icon="list-check">
        Review selected products, adjust quantities, remove items, or clear all selections.
      </Card>
    </CardGroup>

    <Frame caption="Bulk product selector" />
  </Tab>
</Tabs>

<AccordionGroup>
  <Accordion title="Save as Draft">
    Stores the requisition without submitting it for approval.
  </Accordion>

  <Accordion title="Save Requisition">
    Submits the requisition for review and approval.
  </Accordion>

  <Accordion title="Cancel">
    Discards changes and exits without saving.
  </Accordion>
</AccordionGroup>

## Manage requisition details

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

<Steps>
  <Step title="Open Requisition Listings">
    Go to **Inventory > Material Transfer > New Requisition Entry > Requisition Listings**.
  </Step>

  <Step title="Find the requisition">
    Locate the required record in the table.
  </Step>

  <Step title="Open details">
    Click the **View** icon in the Action column.

    <Frame caption="View requisition action" />
  </Step>
</Steps>

<CardGroup cols={2}>
  <Card title="Requisition summary" icon="file-lines">
    Shows ID, status, source and destination warehouse, date, requester, item count, and remarks.
  </Card>

  <Card title="Requisition items" icon="boxes-stacked">
    Shows product name, quantity, rate, total, subtotal, and total amount.
  </Card>
</CardGroup>

<AccordionGroup>
  <Accordion title="Edit Requisition">
    Modify details when the record is in **Draft** or **Pending** status. Editing is restricted after approval or transit.
  </Accordion>

  <Accordion title="Duplicate Requisition">
    Create a copy with a new ID. Items and details are copied, and the new record is saved in Pending status.
  </Accordion>

  <Accordion title="Void Requisition">
    Permanently cancel a requisition. The record cannot proceed further but remains visible for audit history.
  </Accordion>
</AccordionGroup>

## 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.

<Frame caption="Stock in Transit page" />

<Info>
  Stock in transit records are created automatically when a transfer enters the **In Transit** stage.
</Info>

## Access Stock in Transit

<Steps>
  <Step title="Open Material Transfer">
    Go to **Inventory** and open **Material Transfer**.
  </Step>

  <Step title="Select Stock in Transit">
    Select **Stock in Transit** from the Material Transfer sub-sections.
  </Step>

  <Step title="Open the listings page">
    Click **Stock in Transit** to view all active transit records.
  </Step>
</Steps>

## Transit record types

<Tabs>
  <Tab title="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.
  </Tab>

  <Tab title="Stock Issue In Transit">
    Displays direct stock issue transfers that are currently in transit between warehouses within the same branch.
  </Tab>
</Tabs>

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

## 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.

<Tabs>
  <Tab title="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.
  </Tab>

  <Tab title="Stock Issue">
    A stock issue is a direct operational transfer between warehouses within the same branch. It focuses on dispatching and transferring inventory efficiently.
  </Tab>
</Tabs>

<CardGroup cols={2}>
  <Card title="Move stock quickly" icon="right-left">
    Move goods between warehouses under the same branch.
  </Card>

  <Card title="Maintain availability" icon="warehouse">
    Keep inventory available across multiple locations.
  </Card>

  <Card title="Track movement" icon="clipboard-list">
    Record warehouse-to-warehouse movement with proper documentation.
  </Card>

  <Card title="Protect accuracy" icon="boxes-stacked">
    Ensure stock is correctly recorded during the transfer process.
  </Card>
</CardGroup>

## Access Stock Issue Listings

<Steps>
  <Step title="Open Material Transfer">
    Go to **Inventory** and open **Material Transfer**.
  </Step>

  <Step title="Open New Stock Issue">
    Select **New Stock Issue** from the Material Transfer sub-sections.
  </Step>

  <Step title="Open listings">
    Click **Stock Issue Listings** to view all stock issue records.

    <Frame caption="Stock Issue Listings page" />
  </Step>
</Steps>

## Stock Issue Listings page

<CardGroup cols={2}>
  <Card title="New Stock Issue" icon="plus">
    Create a new direct warehouse transfer.
  </Card>

  <Card title="Status tabs" icon="table-list">
    Review Pending, Approved, In Transit, and Completed records.
  </Card>

  <Card title="Stock issue table" icon="table">
    Review stock issue records and open details.
  </Card>
</CardGroup>

<Frame caption="Stock Issue records table" />

<CardGroup cols={2}>
  <Card title="Stock Issue No" icon="hashtag">
    Unique identifier for the stock issue record.
  </Card>

  <Card title="From Warehouse" icon="warehouse">
    Source warehouse for the transfer.
  </Card>

  <Card title="To Warehouse" icon="warehouse">
    Destination warehouse for the transfer.
  </Card>

  <Card title="Status" icon="circle-check">
    Current workflow status of the stock issue.
  </Card>

  <Card title="Item Count" icon="boxes-stacked">
    Number of product lines in the transfer.
  </Card>

  <Card title="Action" icon="eye">
    View details or perform available record actions.
  </Card>
</CardGroup>

## Create a stock issue

<Steps>
  <Step title="Open New Stock Issue">
    Go to **Inventory > Material Transfer > New Stock Issue**.
  </Step>

  <Step title="Click New Stock Issue">
    Click **New Stock Issue** to open the creation form.

    <Frame caption="New Stock Issue button" />
  </Step>

  <Step title="Complete transfer details">
    Fill in the source warehouse, destination warehouse, date, and optional remarks.

    <Frame caption="New Stock Issue form" />
  </Step>

  <Step title="Add products">
    Add products to transfer, with quantities and rates per item.
  </Step>

  <Step title="Submit stock issue">
    Click **Add Stock Issue** to submit the transfer for processing.
  </Step>
</Steps>

<CardGroup cols={2}>
  <Card title="From Warehouse" icon="warehouse">
    Source warehouse dispatching the stock.
  </Card>

  <Card title="To Warehouse" icon="warehouse">
    Destination warehouse receiving the stock.
  </Card>

  <Card title="Select Date" icon="calendar-days">
    Date of the stock issue transfer.
  </Card>

  <Card title="Remarks" icon="file-lines">
    Optional notes or reason for the transfer.
  </Card>
</CardGroup>

## Add products to a stock issue

<Tabs>
  <Tab title="Single product">
    Select a product, enter quantity and rate per item, and review the automatically calculated total.

    <Frame caption="Stock issue product line" />
  </Tab>

  <Tab title="Bulk products">
    Click **Add Items in Bulk** to select multiple products.

    <CardGroup cols={2}>
      <Card title="Left panel" icon="magnifying-glass">
        Search and browse available products.
      </Card>

      <Card title="Right panel" icon="list-check">
        Review selected products, adjust quantities, remove items, or clear all.
      </Card>
    </CardGroup>

    <Frame caption="Bulk products for stock issue" />
  </Tab>
</Tabs>

<Note>
  Click **Add Stock Issue** to submit the transfer, or **Cancel** to discard all changes.
</Note>

## Manage stock issue details

<Steps>
  <Step title="Open Stock Issue Listings">
    Go to **Inventory > Material Transfer > New Stock Issue > Stock Issue Listings**.
  </Step>

  <Step title="Find the stock issue">
    Locate the required record in the table.
  </Step>

  <Step title="Open details">
    Click the **View** icon in the Action column.

    <Frame caption="View stock issue details" />
  </Step>
</Steps>

<CardGroup cols={2}>
  <Card title="Basic details" icon="file-lines">
    Shows status, stock issue ID, item count, source warehouse, destination warehouse, requester, and requested date.
  </Card>

  <Card title="Product details" icon="boxes-stacked">
    Shows product name, rate, quantity, total, subtotal, and total amount.
  </Card>
</CardGroup>

<AccordionGroup>
  <Accordion title="Edit Stock Issue">
    Modify stock issue details when the current status allows editing.
  </Accordion>

  <Accordion title="Duplicate Stock Issue">
    Create a copy with a new ID. Products, quantities, and warehouse details are copied into a new Pending record.
  </Accordion>

  <Accordion title="Void Stock Issue">
    Permanently cancel the stock issue. The record cannot proceed further but remains visible for audit history.
  </Accordion>
</AccordionGroup>

## 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.

<Frame caption="Stock Issue Details page" />

<Tabs>
  <Tab title="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
  </Tab>

  <Tab title="Transfer">
    After approval, move the stock issue into the **In Transit** stage.

    <Steps>
      <Step title="Open the transfer action">
        Click the transfer action from the Stock Issue Details page.
      </Step>

      <Step title="Confirm warehouse direction">
        Verify the source warehouse and destination warehouse.
      </Step>

      <Step title="Select products for dispatch">
        Choose the products that are physically ready to be dispatched.
      </Step>

      <Step title="Assign batches">
        Select inventory batches for the products being transferred. You can assign one batch for the full quantity or split quantities across batches.
      </Step>

      <Step title="Confirm transit">
        Click **Confirm Transit** to move the stock issue into In Transit status.
      </Step>
    </Steps>
  </Tab>
</Tabs>

## Stock issue statuses

<AccordionGroup>
  <Accordion title="Pending">
    The stock issue has been created and is waiting for approval.
  </Accordion>

  <Accordion title="Approved">
    The stock issue has been approved and stock is ready to be dispatched.
  </Accordion>

  <Accordion title="In Transit">
    Products have been dispatched and are moving between warehouses. The destination warehouse has not confirmed receipt.
  </Accordion>

  <Accordion title="Completed">
    The destination warehouse has received the stock and inventory records at both warehouses have been updated.
  </Accordion>

  <Accordion title="Void">
    The stock issue has been cancelled and will not be processed further. The record remains visible for audit purposes.
  </Accordion>
</AccordionGroup>

<Note>
  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.
</Note>