Two steps, two branches
A transfer between warehouses of one branch is one document (Move stock between warehouses with a stock transfer). Moving stock between branches is two, one in each branch:
| Step | Who | Transfer type | Stock |
|---|---|---|---|
| 1. Send | The sending branch | Branch Stock Out | Goods go out of the From warehouse |
| 2. Receive | The receiving branch | Branch Stock IN | Goods come in to a To warehouse of the receiving branch |
Until step 2 the goods are in neither branch's stock: the sender's balance has already gone down, the receiver's has not yet gone up. This is the time the goods are on the road.
Neither step makes a ledger entry: there is no account between the branches for the goods.
Send: Branch Stock Out
- Choose Add and the type Branch Stock Out
- Add the lines and save
Receive: Branch Stock IN
- Choose Add and the type Branch Stock IN
- Find the transfer
- Choose the To warehouse of each line and save
After the receipt, the Branch Stock Out leaves the list of transfers to receive, and its Edit and Delete are switched off, because the goods have been received (Edit, delete and approve a transfer or an adjustment).
| Area | Branch Stock Out (sender) | Branch Stock IN (receiver) |
|---|---|---|
| Stock | The quantity leaves the From warehouse | The quantity arrives in the To warehouse of each line |
| Value | Leaves at its first-in-first-out cost | Arrives at the line's Rate, the rate of the Branch Stock Out |
| Between the two | The goods are in neither branch's stock reports | |
| Ledgers | Nothing | Nothing |
| The other document | The Branch Stock Out is marked received and can no longer be edited or deleted on screen | |
| Approval | Where approval is on, it waits to be marked approved; the goods have already left | The same |
Value
The goods leave at their cost and come in at the rate on the document, as in a transfer between warehouses (Move stock between warehouses with a stock transfer, How stock is valued and what a sale costs). The receiving branch's stock layer starts at that rate.
Common questions
The goods left but are not in the other branch.
The receipt has not been made. The receiving branch makes a Branch Stock IN for that Transfer no.
The Branch Stock Out is not offered when I receive.
It has already been received, or you chose the wrong sending branch in Transferred from.
I sent the wrong quantity.
Edit the Branch Stock Out while it has not been received. After the receipt, correct with a Stock adjustment in each branch (Adjust stock: counts, damage, expiry and write-offs).