Watch a video version of this tutorial here, or continue reading below

Introduction: stock transfers are a financial lever, not just logistics

You send 300 units across town. Three days later, your store manager still hasn’t received them. Meanwhile, your online store oversells that same item.

As your business expands across multiple warehouses, 3PLs, or retail locations, stock transfers evolve from operational task to financial control point.

Missed scans, skipped steps, or half-finished receipts don’t just cause confusion, they throw off stock levels, inflate COGS, and erode customer trust.

At Fiskal, we help brands use Cin7 Core to track inventory with audit-level accuracy. In this guide, Systems Specialist Ryan walks through a clean, end-to-end transfer workflow using the Cin7 WMS app, from pick to reconciliation, so your team never loses track of stock in motion.

Step 1 - Create or locate the transfer order

Problem: You need to move stock, but if it's not logged, it's already gone.
Impact: Inventory ends up in limbo, counted in neither warehouse, but promised to both.
Fix: Start with a clearly tracked transfer order.

From the Cin7 Core Desktop App:

• Go to Inventory → Transfers → New Transfer

• Select From and To locations (e.g., Main Warehouse → Retail Store)

• Add SKUs and quantities

• Save; it will appear as a Pending Transfer in the WMS app

Fiskal Tip: Confirm your warehouse/bin setups first. Mismatched locations are a common cause of failed syncs.

Problem: Staff can't fulfil what they can't see.
Impact: Transfers sit idle or get duplicated because no one knows what’s been assigned.
Fix: Use filters to surface the right orders in the app.

In the WMS App:

• Go to Stock Transfer

• Filter by:

  • From Location – origin site

  • To Location – receiving site

  • By Order – view all for your assigned location

• Tap Ordered Transfers to begin picking

Step 2 - Access the transfer in the WMS App

Step 3 - Pick and send inventory from the source location

Problem: Skipping the “Send” step shows stock in both locations.
Impact: Inflated availability and accidental double-selling.
Fix: Pick, scan, and confirm before sending.

• Select the transfer order

• Scan product barcodes or confirm quantities manually

• Tap Send to move items to “In Transit”

Example:

• ✅ 20 × Blue Gel Pens

• ✅ 5 × Red Pencil Cases

Pro Tip: Always scan from the correct bin, especially if the same SKU lives in multiple zones. Cin7 prompts for bin selection when required.

Step 4 - Receive stock at the destination location

Problem: Items are picked and sent, but never received.
Impact: They stay stuck in “In Transit,” skewing on-hand stock and accounting.
Fix: Complete the receipt using the WMS app.

At the receiving location:

• Go to Stock Transfer → To Location

• Open the In Transit order

• Scan each item’s barcode

• Confirm quantities and tap Finish

Fiskal Insight: Still emailing spreadsheets for handoffs? WMS gives you a timestamped, auditable trail, and instant inventory updates.

Step 5 - Verify and reconcile the transfer in Cin7 Core

Problem: The warehouse is right, but the books are off.
Impact: Unverified transfers distort margins and working capital.
Fix: Always reconcile completed transfers in Cin7 Core.

On desktop:

• Go to Inventory → Transfers

• Open the completed transfer

• Confirm status: Picked and Put Away

• Review:

  • Timestamps

  • Responsible users

  • SKUs and quantities moved

Fiskal Pro Tip: Review your in-transit account monthly. Unreconciled transfers can bloat inventory and distort financials.

Step 6 - Avoid these 4 common stock transfer mistakes

These are the top errors we see during client audits, and how to fix them:

Transfer Sent Late → Double Counted Inventory

• Cause: User skips "Send" and goes straight to "Receive"

• Fix: Enforce “Send before Receive” in your SOPs

Missing Bin Assignments → Ghost Stock

• Cause: SKUs aren’t assigned to bins during pick/receive

• Fix: Assign default bins for every active SKU

No Barcode Scans → Dirty Data

• Cause: Manual confirmation instead of scanning

• Fix: Enable Mandatory Scanning in WMS settings

Left “In Transit” → Accounting Errors

• Cause: Receive step skipped or failed sync

• Fix: Turn on sync alerts + run periodic transfer audits

Fiskal Fix: During a recent WMS audit, we uncovered over $120K in “ghost stock” tied up in old transfers. Our automation flagged, reconciled, and restocked it within days.

Step 7 - Optimize multi-location transfers with Fiskal

Transfers don’t just move stock, they shape your financial clarity.

Fiskal’s Cin7 Optimization Service includes:

• Custom transfer workflows across warehouse and retail

• Bin-level tracking at send and receive

• Monthly reconciliation of in-transit accounts

• Integration tests across Shopify, QuickBooks, Xero & more

Case study snapshot: luxury leather products

The challenge: the brand was managing stock across retail showrooms and warehouses, but 15+ unconfirmed transfers were quietly tying up inventory and wrecking replenishment cycles.

The fix:

• We unified the transfer process for both fulfillment and retail teams

• Enabled bin-level scans at both ends

• Introduced aging reports to catch stuck transfers

The result:

• $85K in “lost” inventory recovered

• 99.3% inventory accuracy

• Cleaner month-end closes and more confident reorders

“We thought it was a transfer issue. Fiskal showed us it was a visibility issue. Now our data is clean, and so are our shelves.”

Still wrestling with stuck transfers or unreliable inventory?

If your team struggles with transfers that never reconcile, items stuck “In Transit”, or manual workarounds to close stock gaps, it’s time for a system health check.

📞 Or call us directly: (954) 415-7895

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