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Transfer Items

Move stock between branches and stores without it ever looking like a sale.

What it does

Transfer Items moves stock from one branch/store to another, reducing quantity at the source and adding it at the destination. Transfer Items Order works the same way as a non-posting, plannable draft first. Posting a transfer generates a GL voucher between the transfer-credit account and the destination side's own account.

How it works

Pick source and destination

Choose the sending branch/store as usual, and the receiving branch and store in the dedicated 'to' fields this document type exposes.

Add items and quantities

Enter what's moving, at cost - there's no client/supplier or sale price involved.

Apply a transfer cost markup, if configured

A per-company markup percentage can bump every line's cost at once (Ctrl+T) - useful when transferred stock should carry a bit of handling cost into the receiving branch.

Post to move stock

Posting writes a balanced voucher for the transferred value and moves the quantity between the two locations.

The problem it solves

Multi-branch and multi-store businesses constantly need to reposition stock, and that movement has nothing to do with a sale - forcing it through a sales or purchase document would distort revenue and margin reporting. A dedicated transfer type keeps the movement's cost basis intact and its accounting narrow: just the two sides of the transfer, nothing else.

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