Stock Transfer

YouTube: How to Configure Inter - Branch Stock Transfers (Outward) in Sale Bill?

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.


Access Sales Voucher Configuration

  • 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.


Understanding Stock Transfer

  • 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.


Perform Stock Transfer in Billing

  • 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.


Define Stock Transfer Series

  • 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.


Configure the Series for Stock Transfer

  • Go back to Sales Voucher Configuration.

  • Select the newly created Stock Transfer Out Series.

  • Configure it in one of two ways:

    1. Manual Configuration.

    2. 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.

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