Transfer stock between branches

A transfer takes goods out of one branch and puts them into another, with a numbered note you print and send along with the goods.

Before you start

• Your organisation needs two or more branches, and a plan that includes branch transfers.
• You need the right Inventory, receiving, stock-take. A person limited to some branches can only send from their own.

Steps: make a transfer

1. Open Inventory → Transfers.
2. Pick the From branch and the To branch.
3. Scan or type each product in Product or barcode and type the Qty.
4. Add a Note if you want one.
5. Select Transfer. Kluvan shows the numbered note, for example Transfer #18, with the lines and their value at cost.
6. Select Print the note and send it with the goods.

Past transfers lists every earlier transfer with its date, branches, lines and who made it.

Steps: move slow stock to where it sells

1. Open Inventory → Slow and dead stock and pick the Branch that holds the slow stock.
2. Read the Sells at column: each other branch where the same product sells, its rate there, what it holds, the days that lasts, and how many to move.
3. Select Create transfer on one product, or Move all suggested to a branch for every suggested product.
4. Kluvan opens the numbered transfer note, ready to print.

Good to know

• By default, the goods leave one branch and arrive in the other in one step. If a manager chooses Travel until the other branch receives them in Settings → Warehouses, the goods are on their way until the receiving branch counts them: see Send a transfer in transit.
• A transfer cannot send more than the branch holds.
• The suggestion keeps enough at the sending branch for its own expected sales, and never sends more than the other branch needs to reach its reorder target.
• What is on its way to a branch counts as "on order" in reorder suggestions, so it is never ordered twice.
• The weekly slow-stock alert and the summary mail say how many products could move and where.