Last updated 22/01/2021
To move stock from one Branch to another, create a Branch Transfer as follows:
Once a Branch Transfer has been dispatched, the stock is moved into Holding Stock. This means that the stock cannot be sold whilst in transit. When stock is received by the recipient, the stock moves back out of Holding Stock into the stock of the new branch. There are two ways Holding Stock can be viewed, firstly in the products page the Holding Stock is shown next to the SOH column:
Secondly, in the Stock on Hand and Availability Report stock that is in transit is shown separately from SOH. By dragging the field HoldingGroups into the table, the count in the Holding Groups will be broken down by specific group:
Once stock has arrived at its destination, the Branch Transfer will need to be completed to increase the stock in the receiving branch. To do this:
Branch Transfers should not affect your Accounting Software because the value of stock moved from one branch will equal the value of stock received at the receiving branch.
The lost stock will need to be written off by creating a negative adjustment for that stock. To do this, the stock will still need to be receipted in by the receiving branch to bring the stock out of holding, and then immediately adjusted out to account for the loss.
Yes. Typically a warehouse will create branch transfers in the back end. When goods are received in-store, staff can use the POS to receive the stock - instructions for this can be found at Branch Transfers in the POS.
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