Stock Transfer
Overview
The Stock Transfer in DIGITZ ERP is used to move stock from one warehouse to another within the organisation.
This document ensures proper tracking of internal stock movement between locations such as main warehouses, branch warehouses, stores, service vans, or temporary storage areas.
The system updates the stock balances of both the source and target warehouses upon submission.
Purpose
The purpose of Stock Transfer is to:
- Record the movement of items between warehouses in a controlled and traceable manner.
- Maintain accurate warehouse-wise stock levels.
- Support internal operations such as replenishment, redistribution, or shifting stock.
- Ensure clean tracking of internal logistics without affecting buying or selling documents.
- Update stock availability immediately after the movement is posted.
How It Works
- Users select the Source Warehouse and Target Warehouse.
- Items and quantities to be moved are added line by line.
- When the document is submitted, the system reduces the quantity from the source warehouse and increases it in the target warehouse.
- The movement is fully captured in the stock ledger with appropriate posting.
Key Fields
Posting Date & Time
Indicates when the transfer is considered effective.
Source Warehouse
The warehouse from which the stock is being moved.
Target Warehouse
The warehouse receiving the stock.
Item Details
Each row includes:
- Item
- Quantity – the quantity being transferred
- UOM (based on item’s available units)
- Remarks (optional notes related to the transfer)
Remarks
Optional overall reference or reason for the transfer.
Workflow
- Open Stock Transfer.
- Select Posting Date, Source Warehouse, and Target Warehouse.
- Add the items and specify the quantities to be transferred.
- Save the document.
- Submit the Stock Transfer to update stock levels in both warehouses.
Impact on Stock & Accounting
- Decreases stock from the Source Warehouse.
- Increases stock in the Target Warehouse.
- Creates appropriate Stock Ledger Entries for both sides.
- Does not generate any accounting impact since this is an internal movement.
- Updated quantities instantly reflect in all stock reports.
Notes
- Stock Transfer is strictly for internal warehouse movements only.
- Can be used for replenishment, stock shifting, service van loading, or inter-branch support.
- Ensure correct warehouses are selected to avoid misallocation of stock.
- Only users with the required permissions should perform transfers.
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