# Allocate Stock Transfer Accounts
**YouTube:** [How to Designate Accounts for Stock Transfer Transactions?](https://www.youtube.com/watch?v=yj9XHWc7JIo)
## How to Designate Accounts for Stock Transfer Transactions?
In this tutorial, we will learn how to **allocate and manage Stock Transfer Accounts in Logic ERP**. This feature allows businesses to **designate specific accounts as stock transfer parties**, enabling smooth stock movement between branches or locations.
***
### Open Allocate Stock Transfer Accounts Window
First, navigate to the setup section where stock transfer accounts can be configured.
**Navigation Path**
* Go to the **Main Menu**
* Open the **Setup Module**
* Expand **Set Other Account Details**
* Click **Allocate Stock Transfer Accounts**
This will open the **Stock Transfer Account Allocation window**.
***
### Select Account Type
* At the top of the window, you will find the **Choose Account Type dropdown**.
* Select the **category of accounts** you want to review or allocate for stock transfer.
**Examples may Include:**
* Customer Accounts
* Vendor Accounts
* Other Account Categories
Once the account type is selected, the system displays two sections.
***
### Understand the Account Sections
* The screen is divided into two main sections:
**Free Accounts**
* Displays **Accounts that are not currently allocated for stock transfer**.
**Stock Transfer Accounts**
* Displays **Accounts that are already allocated for Stock Transfer**.
* This layout helps users **quickly identify which accounts are allocated and which are not**.
***
### Select Accounts for Allocation
* **Account Type Selected:** Customer Account
* The **Free Accounts section** will display all customer accounts that are **not marked as stock transfer parties**.
You can also use the **Select Accounts option** to search for specific accounts.
For this demonstration, we will allocate:
* **Logic ERP - Delhi**
* **Logic ERP - Punjab**
***
### Verify Account Status Before Allocation
Before proceeding, let's verify the current stock transfer status of these accounts.
* Navigate to **Setup Module**
* Open **Setup New Accounts**
Check the following accounts:
* **Logic ERP - Delhi**
* **Logic ERP - Punjab**
**As observed:**
* Both accounts are **not marked as Stock Transfer Party**.
* Now return to the **Allocate Stock Transfer Accounts window**.
**Allocate Accounts for Stock Transfer**
* Return to Allocate Stock Transfer Accounts window.
* Select the Accounts:
* **Logic ERP - Delhi**
* **Logic ERP - Punjab**
* Click **Allocate**
**After Allocation:**
* The selected accounts are **removed from the Free Accounts section**
* They appear under the **Stock Transfer Accounts section**
* This indicates that the **allocation process has been completed successfully**.
***
### Verify Allocation in Setup New Accounts
* Go Back to **Setup New Accounts**
* Check the same accounts again.
**You will now observe:**
* **Logic ERP - Delhi** is marked as a **Stock Transfer Party**
* **Logic ERP - Punjab** is also marked as a **Stock Transfer Party**
This confirms that the **Stock Transfer Allocation** has been **Successfully applied.**
***
### View Stock Transfer Setting in Billing Window
You can also view this setting during billing.
* Navigate to the **Billing Window**
* Click **Configuration.**
**In the configuration screen:**
* The **Stock Transfer option will appear as enabled (Ticked)**
* This indicates that the **selected account is configured for stock transfer**.
* If required, you can also **untick this option** to disable stock transfer for that particular bill.
***
### Deallocate Accounts from Stock Transfer
Logic ERP also allows you to **remove accounts from stock transfer allocation**.
* Let's Return to **Stock Transfer Accounts section**:
* Select the **Account** you want to Remove
* **Example:** Logic ERP - Delhi
* Click **Deallocate**
***
### Verify Deallocation
* After clicking **Deallocate**:
* The account will **move back to the Free Accounts section**
* This indicates that the **Deallocation process has been completed**.
**Now verify the changes again.**
* Go to **Setup New Accounts**
**You will observe:**
* **Logic ERP - Delhi** is no longer marked as a **Stock Transfer Party.**
This confirms that the **stock transfer allocation has been successfully removed**.
***
### Conclusion
Using the **Allocate Stock Transfer Accounts feature in Logic ERP**, businesses can:
* Designate specific accounts as **stock transfer parties**
* Manage **stock movement between branches or locations**
* Easily **allocate or deallocate accounts**
* Maintain **accurate stock transfer records**
This functionality helps ensure **better inventory control and streamlined stock transfer management**.
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