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How to transfer stock between branches

Send stock from one branch to another and receive it at the other end. Stock leaves the sending branch when you send, joins the receiving branch when it is received, and short deliveries are recorded with a note.

Updated

With more than one branch or a godown, stock often moves between locations. A transfer keeps both branches correct: the sender’s stock goes down when the goods leave, and the receiver’s stock goes up only when someone there confirms what arrived.

Open Transfers in the sidebar under Inventory (the page header reads Stock transfer). Transfers are valued at cost; they are not sales. Staff tied to one branch only see transfers that touch their branch.

Send and receive stock

  1. Step 1: Start a transfer

    Press Maal bhejein (send goods).

  2. Step 2: Choose the branches

    Under Kahan se pick the sending branch, and under Kahan the receiving branch. They must be different.

  3. Step 3: Add items

    Search or scan items. Pick the unit (pcs, carton or box) and quantity. Each line shows stock now and after sending, and you cannot send more than you have.

  4. Step 4: Add a reason and note

    Tap a reason under Kis liye bhej rahe hain, and add a note such as who is carrying the goods. The note prints on the slip.

  5. Step 5: Confirm

    Press Aage, check the summary, and press Haan, bhej dein. Print the slip with Print slip if the goods travel with a rider.

  6. Step 6: Receive at the other branch

    At the receiving branch, open the transfer under Aane wala (incoming) and press Receive karein. Choose Sab poora aaya if everything arrived, or enter what actually came.

Nafaa send stock dialog with sending and receiving branch, two items with stock before and after, and the reason for the transfer
  1. From
  2. To
  3. Search or scan
  4. Stock now and after
  5. Reason
  6. Next
Maal bhejein: sending and receiving branch, items with stock before and after, and the reason.

Questions

When does stock change?

The sending branch loses the stock as soon as you send. The receiving branch gains it when the transfer is received.

Can I cancel a transfer?

Yes, while it is still on the way. Open it, press Cancel, write a reason and confirm with Cancel karein. The stock goes back to the sending branch. A transfer that has been received cannot be cancelled.

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