Multi-store inventory transfers
Move inventory between stores without losing count.
Move stock between stores without losing custody of the count. Give the sending and receiving teams one visible record for the source, destination, sent quantity, received quantity, and stock still in transit.
Shared custody between stores
Move stock between stores with a record both teams can trust.
LiftedPOS keeps the source, destination, sent quantity, received quantity, and remaining in-transit balance visible through the handoff. Move stock between stores without losing custody of the count. During scoped setup, we help configure locations, products, opening counts, permissions, sending ownership, receiving ownership, and a representative transfer.
Plan before stock moves
Choose two active locations and confirm the exact items and quantities the source can send.
Make one accountable send
Deduct the source lines together and preserve who sent the transfer and when custody changed.
Receive the physical count
Add positive whole units to the destination line by line and reconcile what remains in transit.
Use the seeded product to explore the operating path, then bring us the locations, roles, devices, records, and exceptions that matter to your business.
The transfer rule
One Send deducts source stock; each received line adds destination stock.
Transfers is a separately enabled module. view_transfers allows record review; manage_transfers is required for changes. Keep physical custody explicit because the record alone cannot prove the pick, handoff, or arrival.
Custody equation
Keep the physical handoff and the record in the same calculation.
The product records the transfer state and quantities; physical evidence confirms the actual pick, custodian, arrival, and exception owner.
Source on hand before
Confirm selected-location stock and the requested quantity before Send.
Sent quantity
One atomic Send deducts every eligible source line together or changes nothing.
Remaining in transit
Remaining in transit = sent quantity − cumulative received quantity.
Destination increment now
Each positive whole-unit received line updates its counter and destination inventory together.
Transfer readiness gate
Stop before Send when the identity, stock, or owner is unclear.
Use the correct tenant, correct product, and two different active locations before asking the transfer record to move stock.
Open the intended tenant.
Confirm the Transfers module, then separate view_transfers record access from manage_transfers changes.
Choose two distinct active locations.
Verify source and destination before the physical pick begins.
Confirm the exact product line.
Compare the product and requested quantity with source on hand.
Name the handoff owners.
Assign source picker, physical custodian, destination receiver, and reviewer before travel.
Stock transfer status rail
Let the state say where stock is—not where someone expects it to be.
Stock does not move while Open. Source deduction happens at Send; destination additions happen per line during receiving; Complete requires every sent line to be fully received.
- 01Open
Add, edit, or remove lines; no stock has moved.
- 02Sent
Source deduction is committed; this is not destination inventory.
- 03Receiving
Receive positive whole-unit quantities per line.
- 04Complete
Every sent line is fully received.
Atomicity applies to Send, not to whole-transfer receiving. Each receipt submission is per line, so refresh the current record before recovery work.
Current product screens
See the transfer and both store counts before you move a box.
These are current LiftedPOS product captures with safe seeded demo data, not merchant records or a promise about a future deployment.
Swipe to inspect the full product screen, or use the full-resolution link.
Swipe to inspect the full product screen, or use the full-resolution link.
Open-transfer procedure
Prepare the record before the physical pick.
Open is the only stage for line editing and cancellation when the movement should not proceed.
- 01 · OPENCONTROL · identity
Select source and destination.
Confirm two distinct active locations, then add the product lines and compare requested quantity with source on hand.
- 02 · REVIEWEVIDENCE · pick list
Review or change lines while Open.
Add, edit, or remove lines before Send. Print the current browser-generated packing slip if it helps the physical handoff.
- 03 · SENDWRITE · source deduction
Freeze the pick and submit one Send.
Confirm every source, destination, and line. One atomic Send rechecks stock, deducts every source line, records sent quantities, and advances the transfer together.
- 04 · RECEIVEWRITE · per-line destination increment
Receive only after physical arrival.
Compare the handoff with physical units, enter positive whole-unit quantity accepted now per line, submit, and refresh the record.
- 05 · VERIFYRECOVERY · current record
Reconcile before retry or completion.
Confirm cumulative received and remaining quantity, then verify destination on-hand inventory. Complete occurs only after every sent line is fully received.
In-transit reconciliation worksheet
Calculate the remaining quantity before entering a receipt.
Use this worksheet to reconcile the physical handoff; the current LiftedPOS transfer record remains the source of truth and the worksheet does not change it.
Static formula: remaining in transit = sent quantity − cumulative received quantity.
Planning aid only. Refresh the current transfer after an ambiguous response, calculate only the remaining delta, and do not blindly retry.
Transfer exception tree
Use the current record and physical evidence to recover safely.
The physical handoff, merchant policy, and the transfer state each answer a different part of an exception.
Source stock is insufficient
Remain Open, reconcile the pick, and correct the line before Send. An unsuccessful Send changes nothing.
Product or location is wrong
Stop before Send and correct the Open transfer and physical pick.
Send or receive response is ambiguous
Refresh status and inventory from server truth before retrying. After receiving, reconcile each line and submit only the remaining delta.
Receipt exceeds sent quantity
Stop and reconcile physical evidence; cumulative receipt cannot exceed the sent line quantity.
Goods are missing or not accepted
Receive only accepted units and escalate under merchant policy. A permanently missing unit remains a manager-owned Receiving exception until the merchant determines a supported resolution.
Responsibility and evidence matrix
Keep handoff accountability visible even when one person has several roles.
The record provides current transfer context; physical evidence carries the real-world custody handoff.
| Role | Decision | LiftedPOS evidence | Physical evidence |
|---|---|---|---|
| Transfer planner | Where and what to move | Source, destination, product lines, requested quantity | Reason and approved operating policy |
| Source picker | What leaves the source | Open lines and sent quantity | Picked units and source-on-hand check |
| Physical custodian | Who holds stock in transit | Sent status | Handoff and arrival confirmation |
| Destination receiver | What is accepted now | Per-line cumulative receipt and remaining quantity | Counted units and destination-on-hand check |
| Manager / reviewer | Whether an exception remains owned | Status and current quantities | Named next action and review |
Printable transfer packet
Record requested / sent / previously received / received now / remaining.
Before you go live
Move a real test shipment between two stores.
Run these cases with merchant modules, permissions, locations, products, stock, and custody policy before relying on a production transfer.
| Scenario | Action | Expected record | Pass gate |
|---|---|---|---|
| Location and access | Open two active locations with view-only and manager roles | Read and mutation authority remain distinct | Correct role and locations confirmed |
| Insufficient stock | Attempt Send with one source line short | Transfer remains Open with no source deduction | All lines reconcile before retry |
| Successful Send | Send a complete physical pick | Sent status and source deduction change together | Destination has not yet increased |
| Partial receipt | Receive part of one sent line | Receiving state with remaining quantity | Destination increment verified |
| Mid-loop recovery | Interrupt a multi-line receive drill | Earlier line results may already be committed | Refresh and retry only remaining lines |
| Over-receipt guard | Enter above remaining quantity | Receipt is blocked | Physical count is reconciled |
| Full receipt | Receive every sent line | Complete state | Destination on-hand verified |
| Permanent shortage | Leave one sent unit missing | Receiving remains unresolved | Merchant exception owner is named |
Commercial and rollout boundary
Price the station plan clearly; accept transfer custody with the merchant's real stock.
LiftedPOS software is $100/month for the first station and $50/month for each additional station. A standard station is $499.99 to purchase or $39.99/month to lease. You can cancel anytime—there is no long-term software contract. After cancellation, leased equipment must be returned or billed at the full purchase price.
Tenant login uses {company-prefix}.liftedpos.com/login. LiftedConnect is the POS-related PAX application. Modules, roles, locations, product identity, opening stock, physical custody policy, and real-data acceptance remain deployment-specific.