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.

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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.

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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

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Link Destination Branch to Party

• 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.

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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.

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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.

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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.

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Result

• The new STO series has been configured successfully.

• It will now appear only in the Stock Transfer Out section under billing.

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This setup streamlines inter-branch stock transfers by automatically selecting the correct settings and minimizing manual input during billing.