Transfer Out

A Transfer Out refers to the process of moving inventory items from one store/location to another within the organization. This helps in managing stock across multiple branches and ensures accurate inter-location tracking.

To access the Transfer Out, go to: > Home > Application > Multistore> Operations >Transfer Out

How can I get Benefit ?

• Internal Stock Management: Enables seamless transfer of stock between branches or warehouses.
• Real-Time Updates: Automatically updates inventory at both source and destination.
• Scan & Track: Easily scan tags or select items with quantity and track product movements.

Properties

Primary Properties

Property	Description
Document Date	Auto-filled with the current date
Document No	Auto-generated unique Transfer Out number
From Location	Auto-filled with current store/branch
To Location	Select the destination store from the dropdown
Reference No	Enter reference no if needed
Notes	Add any extra information in the field
Scan Tag	Scan or Enter the tag no in this field
Quantity	Here, You can enter the Quantity value

Status of a Transfer Out

• Draft : This status indicates, that a transfer out has been created and is yet to be Authorised.
• Authorised : This status indicates, that a transfer out has been created and is Authorised.
• Cancelled : This indicates that your transfer out has been cancelled.

Create New Transfer Out

• Go to Transfer Out and click on Add New.

• Select To Location from the dropdown.
• Scan the Tag or Enter the tag no in the scan tag field.
• Enter the Quantity in the quantity field for bulk product.
• Added items will appear in the main table.

• You can double-click a row to view the particulars.
• Enter Reference No and Notes if needed.
• Click Save as Draft to keep it editable.
• Click Save & Authorise to authorise the transfer.

Edit Transfer Out

• Navigate to the Transfer Out List.
• Select the desired entry and click Edit.

• Update all the necessary changes.
• Click the Save as Draft or Save as Authorised button to update your changes.

info

Only Transfer Out in Draft status can be edited.

Delete Transfer Out

• Navigate to the Transfer Out List.
• Select the desired entry and click Edit.

• Click Cancel to Cancel that transfer Out entry.

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Only Transfer Out in Draft status can be cancelled.

See Also

• Transfer In