Intercompany Stock Transfer [MIGRATED]

Migrated to http://wavelet.asia/customer-portal/2011/02/25/create-3/

Intercompany Stock Transfer is transferring stock of any items in the warehouse from one PC Center to another or among Branches from different PC Centers. But first, you must Define PC Center and  Add Branches / Configurations for Branches.
The concept of intercompany stock transfer uses the invoicing concept, where the stock sender will invoice the recipient.
  • Accounting > Maintenance > Configurations > Intercompany Stock Transfer
  • Set by clicking:
    • Customer - who will receive the stock. Must link to the Branch in the drop down list below. Eg. ABC BRANCH to ABC HQ.
    • Supplier - who will send the stock
  • Branch - Select the customer branch of where you are performing the stock transfer.
  • Click 'Add Now'.
* * If a branch cannot be found in 'Customer', please Create Account for the branch which will be receiving the stock. Same goes for Create Supplier, if the supplier (branch / PC Center) account does not exist in the system.
  • Then, a list will appear. Click 'Remove' on the right to delete the entry.
  • Remember to take note of the Customer and Supplier PKID.

  • To transfer the stock, you must create an invoice as transfer of stock is between different PC Center. By creating an invoice here, it automatically creates a GRN on the receiving end. There is a charge on the transfer of stock because it affects the Profit or Loss for both PC Centers. You can set the prices on the stock transfer when creating the Invoice.
  • Select the Supplier branch. Click 'Change'.
  • Under Customer / Billing Account, enter the PKID as above. Click 'Submit'.
  • Select the Item for transfer. Click 'Submit'.
  • As can be seen in the yellow highlighted area below, check the box if you want to transfer the stock immediately to the transferee. Do not check the box if you want to transfer stock at a later date.
  • The item description will be displayed at the bottom. Click 'Edit' or 'Delete' if needed.
  • Click 'Confirm and Save'.

  • If you want to transfer the stock in the future:
  • Trading > Other Functions > Intercompany Stock Transfer
  • Enter the Invoice ID of the invoice created as above.
  • Press 'Enter'. The GRN will be displayed.
  • Click 'Generate GRN Now!'
  • If the Invoice ID is not known, search Intercompany Stock Transfer Listing.
  • Trading > Other Functions > Intercompany Stock Transfer Listing

To set the permission for different users to perform stock transfer, please refer Configure Permissions.