Shelf positions: moving stock between shelves

Use Move between shelves to put away stock that is Unassigned, move units from one shelf to another, or take units off a shelf back into Unassigned. It works inside one warehouse. To move stock to a different warehouse, record a transfer instead.

From the product's page

1. Open the product's page. The product must be tracked by shelf.
2. In the Inventory by Warehouse card, find the Shelves section and select Move between shelves.
3. Choose the Warehouse. Only warehouses that hold some of the product are offered.
4. Choose From: Unassigned, or a shelf that holds some of the product. Each entry shows how many units it holds, and the line under the box shows how many are available.
5. Choose To: Unassigned, or any shelf of that warehouse, including empty ones.
6. Enter the Quantity.
7. Enter a Comment if useful.
8. Select Move.

From the Shelves page

1. Open Inventory, then Shelves.
2. Choose the warehouse.
3. In the product row's Actions menu, select Move between shelves on a row that sits on a shelf, or Put on a shelf on an Unassigned row. The same Move between shelves window opens, with the warehouse and the From place already filled in.
4. Choose To.
5. Enter the Quantity.
6. Select Move.

Move limits and stock records

You cannot move more than the From place holds. The quantity box turns red and the message says how many units are available there. From and To must be two different places.

A move between shelves changes nothing but the shelf breakdown. The warehouse's quantity on hand, the value of your stock and every report stay exactly the same. No row is added to Inventory, then Movements, because no stock entered or left the warehouse. The product's page and the Shelves page show the new quantities straight away.

A move is recorded at the moment you make it and cannot be backdated. There is no screen that lists past moves between shelves.

Permissions

Moving between shelves needs the Stock Out, Transfer & Adjustments permission. Without it, the Move between shelves button and the row actions on the Shelves page are not shown. On the product's page, the button also only appears once the product holds stock in at least one warehouse.

An integration that uses an API key with the Add stock movements permission can make the same move. See Shelf positions through the API.