Stock Requests (To Other Branches)

A stock request asks another branch to send products to your branch. It doesn't move any stock itself. The other branch sees your request and delivers against it.

Menu: Stock Transferring › Stock Requests (To Other Branches)

How a transfer between branches works

1. Your branch creates a stock request (this page).
2. The supplying branch sees it in Stock Requests (From Other Branches) and creates a Stock Delivery Outbound. Approving the outbound takes the stock out of their branch.
3. Your branch receives the goods with a Stock Delivery Inbound. Approving it adds the stock to your branch.

For buttons, statuses and approvals shared by all transactions, see Working with transactions.

How to request stock from another branch

Required permission

Stock Transferring › Stock Requests (To Other Branches) › Create

1. Open Stock Transferring › Stock Requests (To Other Branches) and click ⊕ (Add New Transaction).

2. Fill in:

   Field	What to enter
   Created For	Your branch.
   For Location	The location in your branch that needs the stock.
   Request by	The user making the request.
   Request To	The branch you're requesting from.
   Remarks	Optional notes.

3. Add the products and quantities (see How to add products).

   tip

   To request what you've sold, use Copy ▾ › Import Sales Outbound in the toolbar. Choose the Transaction Date range (or a Sheet Number range with its Sheet Number Prefix) and the Approval Status, and CIRMS adds the products from those sales outbounds.

4. Click Save ▾ and choose Save, Approve or Approve and Print.

Once approved, the request appears in the other branch's Stock Requests (From Other Branches).

Example: moving stock from the warehouse to a store

The full flow, from Store 2 asking to Store 2 receiving:

Step	Who	Transaction	Stock at the warehouse	Stock at Store 2
1	Store 2	Stock request to the warehouse: 48 Bath Towels	300 (48 now counted as requested for Store 2)	5
2	Warehouse	Stock Delivery from the request, approved: the towels are reserved	300 (48 reserved)	5
3	Warehouse	Stock Delivery Outbound, approved when the truck leaves	252	5 (48 in transit)
4	Store 2	Stock Delivery Inbound, approved on arrival	252	53

If only 40 towels arrive, Store 2 receives 40; the remaining 8 stay open on the outbound and show in the Pending Stock Delivery Outbound Report until they're found or written off. Small branches often skip steps 1 and 2 and create the outbound directly.

Settings that affect this module

Your administrator can change these in Settings (see About settings). Click a section to see the choices.

Generic Settings › Product

• Allow product name searching to ignore special characters?

Generic Settings › Purchase

• Enable transaction reminder popup for products with pending remaining order qty's to inbound.

Generic Settings › Sales and Other Income

• Hide all Sales & Collection Transactions before the specified date?

Generic Settings › Stock Request

• Warn if inventory exceeds maximum?
• Check to turn on the following warnings for repeated requests. Indicate duration of warning (in days) in the textbox for system to verify the existing product within the duration.
• Auto-print after Save?
• Set the default printout template for this transaction module
• Enable transaction reminder popup for products with pending remaining request qty's to deliver.

Branch Settings › Stock Request

• Display inventory on transaction detail?
• Price shown is based from

Other permissions for this module

Permission	Allows you to
Stock Transferring › Stock Requests (To Other Branches) › Approve	Approve stock requests
Stock Transferring › Stock Requests (To Other Branches) › Revert	Revert them back to draft
Stock Transferring › Stock Requests (To Other Branches) › Clear Undelivered Transactions	Close requests that won't be fully delivered
Stock Transferring › Stock Requests (To Other Branches) › View Other Users' Transaction	See requests created by other users