Stock Transfer
Last updated
Last updated
YouTube: How to Configure Inter - Branch Stock Transfers (Outward) in Sale Bill?
In this tutorial, we will walk you through the process of configuring a default stock transfer option during billing in a multi-branch environment using Logic ERP.
Open the Sales Voucher Configuration window.
Select the relevant billing series.
Under "Other Settings - 1", click on "Other Settings".
Then navigate to "Defaults - 2".
Locate the option "Stock Transfer" and enable it.
The Stock Transfer option is used for transferring stock from one branch to another in a multi-branch setup.
In this example, we are logged into the Ahmedabad branch and initiating a transfer to the Kolkata branch.
Ahmedabad = Source Branch
Kolkata = Destination Branch
Before proceeding, ensure the destination branch is linked to the relevant party in the account setup.
Press F2 to open the Setup Account Form.
Make sure:
The selected party is marked as a Stock Transfer Party.
The Destination Branch is properly linked.
Navigate to the Sale Bill Window.
The Stock Transfer checkbox will be selected by default.
Proceed to generate the stock transfer document.
Once complete, the Stock Transfer Document will be generated successfully.
Navigate to Setup and then click to Bill Series.
Create or edit a series for stock transfer:
Set Series Name (e.g., STO).
Type = Sale {SL}.
Stock Transfer = Enabled (True).
Enter other required details and save the configuration.
Go back to Sales Voucher Configuration.
Select the newly created Stock Transfer Out Series.
Configure it in one of two ways:
Manual Configuration.
Copy Configuration From another existing series:
Choose the desired source series.
Click Copy.
Save the configuration.
Result
The new STO series has been configured successfully.
It will now appear only in the Stock Transfer Out section under billing.
This setup streamlines inter-branch stock transfers by automatically selecting the correct settings and minimizing manual input during billing.
