Stock Transfer

Creating a Stock Transfer

1. Navigate to Inventory → Stock Transfer.

2. Click Create Stock Transfer.

3. Enter the Primary Document Details:

   • From Store* – Select the source store/warehouse.

   • To Store* – Select the destination store/warehouse.

   • Document Series* – Choose the document series for tracking.

4. Add Items to be transferred:

   • Item / Item Name* – Select the product.

   • Variation – Specify variation (if applicable).

   • UOM* – Select the unit of measure.

   • Batch* – Choose the batch for traceability.

   • Current Quantity – Displays available stock in the source store.

   • Change Quantity* – Enter the quantity to transfer.

   • Price – Price of the item (if applicable).

   • Tax Classes – Define applicable tax.

   • Total – Auto-calculated based on quantity and price.

5. Fill in Additional Details:

   • Attachments – Upload supporting files (e.g., challans, transport docs).

   • Attach Signature – Digital/physical signature if required.

   • Internal Comment – Notes for internal team use.

   • Terms & Conditions – Any applicable terms.

6. Review the Total (before tax, after tax, round-off, and grand total) on the right panel.

7. Click Submit to complete the stock transfer.