# 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.

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### 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**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FjTYIA180wdDrqaR6vpcj%2FWindow.png?alt=media&#x26;token=dab693e0-ef16-48b9-9eb0-84fbff5ddafc" alt=""><figcaption></figcaption></figure>

This will open the **Stock Transfer Account Allocation window**.

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### 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.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FRnY59UxgmPVgGcoaWUyU%2FChoose%20Account%20Type.png?alt=media&#x26;token=86ae8493-cb8c-47ee-bb36-3aebee17e554" alt=""><figcaption></figcaption></figure>

**Examples may Include:**

* Customer Accounts
* Vendor Accounts
* Other Account Categories

Once the account type is selected, the system displays two sections.

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### Understand the Account Sections

* The screen is divided into two main sections:

**Free Accounts**

* Displays **Accounts that are not currently allocated for stock transfer**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FDRfR5lMSdwQDFJ7PqNnE%2FFree%20Accounts.png?alt=media&#x26;token=e4e39903-154f-4c7b-815f-86530aca6c2c" alt=""><figcaption></figcaption></figure>

**Stock Transfer Accounts**

* Displays **Accounts that are already allocated for Stock Transfer**.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2Fpxvz8iS5VejabhfCTYDg%2FStock%20Transfer%20Accounts.png?alt=media&#x26;token=dac6bc48-dc1d-4174-9920-f67774cd7c81" alt=""><figcaption></figcaption></figure>

* This layout helps users **quickly identify which accounts are allocated and which are not**.

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### 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**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FBrWPCZ6tztk0a6q3lWr7%2FSelect%20Accounts.png?alt=media&#x26;token=70c6f61b-cbdb-46b5-a529-b9d46343ce02" alt=""><figcaption></figcaption></figure>

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### 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**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F2c5m5fKfmBqw7ZvOHQtt%2FDefault%20Account.png?alt=media&#x26;token=1770646d-4064-4f29-8890-32b515535dbc" alt=""><figcaption></figcaption></figure>

**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**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FtUyvxCdK9kcihyWhPkud%2FAllocate%20Accounts.png?alt=media&#x26;token=3c2f4c91-544e-48f9-8283-6d5c520a3b51" alt=""><figcaption></figcaption></figure>

* Click **Allocate**

**After Allocation:**

* The selected accounts are **removed from the Free Accounts section**
* They appear under the **Stock Transfer Accounts section**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FvxAZdx2N1XCSgdfckYX5%2FSTO.png?alt=media&#x26;token=a232c195-8d30-4155-80df-dfa6389bd44b" alt=""><figcaption></figcaption></figure>

* This indicates that the **allocation process has been completed successfully**.

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### Verify Allocation in Setup New Accounts

* Go Back to **Setup New Accounts**
* Check the same accounts again.

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2F5CDvXyDxko6QIaPlY5N4%2FStock%20Transfer%20Accounts%20Tick%20Applied.png?alt=media&#x26;token=cc474119-9b83-4a74-8165-424a3664948b" alt=""><figcaption></figcaption></figure>

**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.**

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### View Stock Transfer Setting in Billing Window

You can also view this setting during billing.

* Navigate to the **Billing Window**
* Click **Configuration.**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FtkxYcOGKmjag9LbTv8dm%2FConfiguration.png?alt=media&#x26;token=56a24397-c59d-4e2b-b33f-501b568093f9" alt=""><figcaption></figcaption></figure>

**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.

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### 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&#x20;

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FEr8d4gZEif7Hi8w11jCH%2FSelect%20Accounts%20-%20DeAllocate.png?alt=media&#x26;token=081084c2-53c2-413a-91ac-89fa9ee815e8" alt=""><figcaption></figcaption></figure>

* Click **Deallocate**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FEWvJfKq9F9YydJtftPPE%2FDe-Allocate.png?alt=media&#x26;token=fcb65178-833e-4fb3-ab58-0a3f9a673317" alt=""><figcaption></figcaption></figure>

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### Verify Deallocation

* After clicking **Deallocate**:
* The account will **move back to the Free Accounts section**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FhEsdV3BwVGFeaV6rzRgM%2FFree%20Accounts%20-%20Allocated.png?alt=media&#x26;token=c5a9e235-44b1-48b4-9b37-fe48fe43ec8e" alt=""><figcaption></figcaption></figure>

* This indicates that the **Deallocation process has been completed**.

**Now verify the changes again.**

* Go to **Setup New Accounts**

<figure><img src="https://4031188996-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FXMVkjt8zqHBQX1c9QvFS%2Fuploads%2FEWo8NCiS7BblMHJa5g3k%2FSTO%20-%20New.png?alt=media&#x26;token=9b9beb39-cca4-4757-85a5-3663c6306945" alt=""><figcaption></figcaption></figure>

**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**.

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### 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**.
