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Branch transfers moves stock from this pharmacy to another pharmacy you own — “Move stock between your pharmacy branches.” The sending branch loses the stock on dispatch; the receiving branch gains it when someone there confirms it arrived.

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A branch is not a location — read this first

This is the single thing that catches people out, because the product uses the word Transfer for two different moves. A branch is a whole separate pharmacy workspace under the same owner, with its own staff, its own till and its own stock. Adding a fridge or a back room is not a branch — that is a location, created on Inventory › Locations. If you run one pharmacy, this screen tells you so: “You have no other pharmacy branches to transfer to.”, and Transfer to branch is disabled. That is not a fault, and it is not fixed by adding a location. Everything you need is the Inventory toolbar’s Transfer — see Stock control.

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Dispatch a transfer

1

Open the dialog

Select Transfer to branch. The dialog states what is about to happen: “Stock is drawn from this branch now and lands when the receiving branch confirms receipt.”
2

Choose where it is going

Destination branch — “Choose a branch…”. Only branches under the same owner are listed.
3

Add the items

Under Add items, search — “Search medications…” — and add each product with the quantity you are sending. You cannot send more than this branch holds.
4

Say why, if it matters

Notes (optional) — “e.g. urgent restock” — is read by whoever receives it at the other end. Use it for anything they need to act on, such as a short-dated lot to sell first.
5

Dispatch

Select Dispatch. The button reads Dispatching… while it saves, then a toast confirms the transfer number and its state — for example “Transfer TRF-1042 dispatched — now in transit”.
Dispatching removes the stock from this branch immediately, and it stays In transit — on nobody’s sellable shelf — until the receiving branch confirms it. A transfer nobody receives is stock you cannot sell at either end. Tell the far branch it is coming.

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Receive a transfer

At the receiving branch, Incoming transfers — “Stock dispatched to this branch, awaiting receipt.” — lists everything on its way.
1

Find the transfer

Open Transfers at the receiving branch. If there is nothing to collect the card reads “Nothing incoming.”
2

Check the goods against the lines

Match what is physically in the box against the lines on the transfer before confirming. Confirming is what puts the stock on your shelf in the system.
3

Receive it

Select Receive. The button reads Receiving…, then a toast confirms how many lines landed — for example “Received 4 line(s) into stock”.

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Check it worked

  • At the sending branch, the transfer appears under Sent transfers marked In transit, and the quantities have left the Stock tab. An empty card reads “No transfers sent yet.”
  • At the receiving branch, the lines appear on the Stock tab after receiving, with a movement on the Ledger tab.
  • Once received, the transfer no longer sits in Incoming transfers.

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If something goes wrong

This owner has only one pharmacy workspace. A second location does not create a branch. Use the Inventory toolbar’s Transfer for room-to-room moves, or contact support about opening a second branch.
Nothing is selected in Destination branch. The dispatch is refused before any stock moves.
The transfer has no lines, or every line has a quantity of zero.
Either your plan does not include branch transfers, or you do not hold the “transfer stock between branches” permission. See Change your plan and Staff permissions.
It is still In transit. Somebody at the receiving branch has to select Receive. Until they do, it belongs to neither shelf.
Have the receiving branch confirm it, then dispatch it onward from there. Do not adjust stock at either end to compensate — that leaves two false entries in the ledger instead of one honest pair of transfers.
The search reads this branch’s catalogue and stock. A product held only at the other branch is not sendable from here.