Learn How to Create Branch Transfer (Out) Invoice in Retailgraph ERP

Branch Transfer (Out)

How to Transfer Stock from one Branch to another in SwilERP Enterprise


When a user transfers stock from one branch to another, this operation is referred to as a "Branch Transfer (Out)" within the SwilERP Enterprise.
This process can also generate an invoice seamlessly. When conducting a stock transfer, it is essential to ensure that the customer's name is accurately inputted in the Branch Creation window to facilitate a smooth transaction.

Start with Login in SwilERP Dashboard to initiate the process:

Step 1:- Create a New Branch

  1. Start by creating a new branch for invoice exports.

Note:- When initiating a Branch Transfer Out, please enter the correct Branch Number, Mobile Number, and Customer Name to ensure a smooth and accurate transfer process. (branch no has to be entered of the branch to which the stock is to be sent).

  1. Go to the Options > Export/Import Data.
Points to be noted: After creating a branch,  link a branch with the head office or warehouse for successful exporting:
  1. Use RG Reg No with branch no.
  2. Include station and Phone1 details.
Reference Image:
SwilERP Dashboard Window
  1. Go to the Transaction section.
  2. Click on the Link Customer tab.
  3. A customer window will open; select the customer which you want to link.
  4. Enter RG RegNo, for example, R00443/71 (71 is a branch number that should be entered with Registration no.)
  5. Customer details such as Station and Phone1 should be mentioned to make exporting successful.
  6. Now to save the details click on the Save tab.
Note: Branch numbers should have a minimum of two digits, and if they are single-digit numbers, a zero should be added in front to meet this requirement.

Reference Image:
Import/Export Data Window

Step 3:- Create SMS/E-mail Schedule

             After linking customers, you have to make a schedule at head office so invoices can be transferred online.
  1. Go to the Tools > Schedule SMS/Email.
Reference Image:
SwilERP Dashboard Window

Process to create a schedule:

  1. Go to the Home tab.
  2. Select the "Transaction" Schedule because you are creating a schedule for the Transaction purpose.
  3. Select the Upload In Database in the next option.
  4. Select the "Branch Transfer (Out)" option in the Transaction/Report tab.
  5. To save this window, click on the Save tab.
Reference Image:
Schedule Window

Step 4: Create new Series for Branch Transfer Transactions

  1. Go to the Masters > Others > Transaction Series.
Reference Image:
SwilERP Dashboard Window

Process to create Transaction series:

  1. Select the Transaction Name as Sales Invoice.
  2. Then select the Name of your series.
  3. Enter Starting number from where you will start your series i.e.,0, 1,2, etc.
  4. Select the Location of your selected transaction.
  5. Select Billing Rate as in MRP, Sales rate, Purchase rate, or Cost rate.
  6. Select Branch Transfer option in Document column.
  7. Now press on Save button.

Reference Image:
Transaction Series Window

Step 5:- Create Branch Transfer (Out) invoice

  1. Go to the Sales > Branch Transfer (Out)
Reference Image:
SwilERP Dashboard Window

How to create an invoice:

  1. Go to the Home tab.
  2. Select the Customer name.
  3. Select the Entry number from the drop-down list.
  4. Now, select the Products which you want to transfer to other branches.
  5. Click on the Save tab.
Reference Image:



  1. While saving, you get a message Do You Want To Upload Data In Database.
  2. Click on 'OK' to upload an invoice to the database. 
Reference Image:




For detailed instructions on how to receive transferred stock, please visit this link: Learn More.

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