Pick Stock (Units) From Transfer Branch.
YouTube: How to Show Transfer Branch Stock Instead of Current Branch Stock in the Purchase Order Entry Grid?
How to Show Transfer Branch Stock Instead of Current Branch Stock in the Purchase Order Entry Grid?
In this tutorial, we will learn how to display and pick Stock Units from a Transfer Branch while creating a Purchase Order in Logic ERP. This feature allows users to view stock availability from another branch and optionally make the Purchase Order available in that branch for further processing.
Objective of This Feature
Display stock availability from a selected Transfer Branch.
Improve branch-wise stock visibility.
Facilitate Inter-Branch Procurement planning.
Automatically associate Purchase Orders with a specific branch.
Streamline multi-branch inventory management.
Understand the Default Behavior
Initiate a New Purchase Order.
Proceed to the Item Details section.
Enter or scan an item.
Observation
The Stock Units column displays the stock available in the current branch only.
Enable Stock Display from Transfer Branch
Open the Configuration window.
Navigate to Other Settings.
Locate and enable the option labeled as:
"Pick Stock (Units) From Transfer Branch".
Select the Transfer Branch
Go to the Defaults section.
Select the required Transfer Branch whose stock you want to display.
Purpose of Transfer Branch
The Transfer Branch defines:
The branch whose stock will be displayed during Purchase Order entry.
The branch where the Purchase Order can be made available for retrieval and further processing.
Enable the Transfer Branch Field (If hidden)
If the Transfer Branch field is not visible in the Purchase Order screen:
Open General Settings
Click Column Locks
Search for Transfer Branch
Unlock the field
Save the configuration
Result
The Transfer Branch field becomes visible in the Purchase Order header and automatically displays the default branch selected in the configuration.
Configure PO Retrieval in the Transfer Branch
If you want the Purchase Order to be available for retrieval in the selected Transfer Branch:
Open Logic Admin
Navigate to Global Settings
Go to the Purchase Section
Locate the option labeled as:
Retrieve PO / DNO Purchase Voucher/Challan (Branch Filter).
Please ensure that you select the "PO Transfer Branch" option here.
Note: This configuration controls whether Purchase Orders created in one branch can be retrieved and processed in the selected Transfer Branch.
Observe the Functionality in Purchase Order
Start a New Purchase Order.
Select the configured Transfer Branch.
Enter or scan an item.
Result
The Stock Units column now displays stock available in the selected Transfer Branch instead of the current branch.
For example:
Displayed Stock: 94 Units
Transfer Branch: Delhi Branch
This indicates that 94 units of the selected item are currently available in the Delhi Branch.
Additional Impact
Once the Purchase Order is saved:
The Purchase Order becomes associated with the selected Transfer Branch.
It can be made available in that branch for further processing, subject to the retrieval settings configured in Logic Admin.
Verify Stock Availability
Open the Stock Query Report
Select the required item.
Generate the report.
The report displays stock availability for:
Current Branch
Transfer Branch
This allows you to verify the stock displayed during Purchase Order entry.
Key Benefits
Provides branch-wise stock visibility.
Improves procurement planning across branches.
Reduces unnecessary stock transfers.
Enables centralized purchasing with branch-specific processing.
Supports efficient multi-branch inventory management.
Best Practice Tips
Always verify the selected Transfer Branch before creating the Purchase Order.
Keep the Transfer Branch field visible for better transaction control.
Periodically review branch-wise stock levels through Stock Query Reports.
Configure PO Retrieval settings carefully when working in a multi-branch environment.
Final Outcome
After enabling "Pick Stock (Units) From Transfer Branch", Logic ERP displays stock availability from the selected Transfer Branch during Purchase Order entry. The Purchase Order can also be associated with the selected branch for retrieval and processing, helping organizations manage inventory and procurement efficiently across multiple branches.
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