Moving stock between branches
| Step | Who | Module | What changes |
|---|---|---|---|
| 1. Request | Receiving branch | Stock Requests (To Other Branches) | Nothing yet. |
| 2. Send | Supplying branch | Stock Delivery Outbound | Stock leaves the supplying branch when approved. |
| 3. Receive | Receiving branch | Stock Delivery Inbound | Stock arrives at the receiving branch when approved. |
Step by step
- The receiving branch requests the stock. In Stock Transferring › Stock Requests (To Other Branches), choose Request To (the supplying branch), add the products, and approve.
- The supplying branch sends it. In Stock Requests (From Other Branches), it ticks the request and uses Create Transactions › Stock Delivery Outbound. It approves the outbound when the goods leave.
- The receiving branch sees it coming in Stock Delivery Outbound (From Other Branches).
- The receiving branch receives it. In Stock Delivery Inbound, it imports the outbound, enters what actually arrived, and approves.
caution
Between steps 2 and 4 the stock is in transit: it has left one branch but hasn't arrived at the other. Use the Pending Stock Delivery Outbound Report to find deliveries that haven't been received yet.
Sending stock back
To return transferred stock, use Stock Return → Stock Return Outbound at the branch sending it back, then Stock Return Inbound at the branch receiving it.