Branch Transfer (Out) Process

Branch Transfer (Out) Process

OVERVIEW

Need to move stock from one branch to another? SwilERP makes it easy! With the Branch Transfer (Out) feature, you can quickly transfer goods, update your inventory, and generate invoices—all in just a few simple steps. It’s designed to keep things smooth and organized, so you can focus on running your business without any hassle.

 

PROCESS STEPS

Options → Export/Import Data → Link Customer → Save

Tools → Schedule SMS/Email → Create Schedule → Save

Masters → Others → Transaction Series → Create Series → Save

Sales → Branch Transfer (Out) → Select Customer → Select Products → Save

System Confirms Upload to Database → Click OK

 

FORM NAME

Branch Transfer (Out)

PREREQUISITES
  • Access to SwilERP system.

  • Stock transfer details prepared.

  • Destination branch set up in the system.

  • Customer linked with the branch.

 

ARTICLE LINK TO READ MORE
Click here to learn more about Branch Transfer Out process 

Reference Image: