Process to Issue & Receive Location Transfer of Goods

How to Issue & Receive Location Transfer of Goods in SwilERP Enterprise

Efficiently manage stock transfers between different locations within SwilERP Enterprise. This feature is invaluable for relocating goods, especially if you have expired, Hold or damaged stock that needs to be moved. With this option, users can move their stock to the created location, such as Non-Saleable, Hold stock, and In-Transit Stock. Discover the step-by-step process for seamless location transfers of goods in the following guide.

Types Stock Location

In SwilERP, there are four types of system default locations. You can transfer your stock to a non-billing location using the "Issue Location Transfer" option. These locations are detailed in the image above.

How to create stock location: Read More

Varieties of goods for relocation between stock locations

Expired Stock
Damaged Stock
Hold Stock, etc.

Start with Login in SwilERP Dashboard to Initiate the Process

Go to Menu> Inventory> Issue Location Transfer.

Reference image:

SwilERP Dashboard Window

How to Move Expiry Products in Non Saleable Location

In SwilERP, relocate expired stock to a non saleable location for processing purchase returns of expired and nearly expired products.

Click on the Issue location Transfer option. A new window of Issue Location Transfer appears.
Select Non Saleable Stock in the Location column.
After that, click on the Collect Expired Data button.

Reference image:

Collect Expiry Data

Once you click the "Collect Expiry Data" button, a new window titled "Expiry Detail" will appear.
Here, you can utilize filters for Product, Vendor, and Manufacturer to choose the desired product.
Choose the products you intend to relocate to the non-saleable location.
Click on the Update button.

Reference image:

Expiry Data Window

All the products you select in the "Expiry Detail" window will be automatically updated in the "Issue Location Transfer" window.
Save the window to transfer it non saleable stock location.

Reference image:

Issue Location Transfer Window

Note: In SwilERP, receiving the transfer is not required when selecting a non-salable location in the issue location transfer option. However, for transfers to other locations, you must receive the transfer in the "Receive Location Transfer" section.

How to Transfer Goods in Other Locations

Important: Before initiating this process, it's essential to create a new transaction series for the specific location you plan to transfer your stock to. Additionally, grant the necessary role and permissions to this location. Read More

Go to Issue Location Transfer option.
Select the Location in the column, for example, you choose In Transit.
Choose the desired Products from the dropdown list for transfer.
Add the product Quantity.
Click on the Save option.

Reference image:

In Transit Stock Window

How to View Transferred Stock

Go to View tab in Issue Location Transfer window.
Use the provided navigation options to access Previous and Next transferred data.
You can access the transferred data through the following options:

Month Wise/Date Wise/Entry Wise/Current Year/Last 7 Days.

Here you can see Received status of transferred stock.

Reference image:

View Transferred Stock

How to Receive Location Transfer Stock

When a user transfers stock from one branch to another, the recipient must perform a stock entry for that product. This process is referred to as "Receive Location Transfer." After the stock has been transferred from one branch to another, it needs to be received by the recipient.

Important: Make sure to access the stock location where you want to receive the stock before proceeding.

Go to Menu> Inventory> Receive Location Transfer.
In the Home tab, click on the View option.
After that, you will see the details of transferred stock.
Simply check the box and save the window. Following this step, the stock will be successfully added to your inventory.

Reference image:

Receive Location Window

How to Transfer Stock Again in Billing Location

To transfer stock back to the billing location, you must create a new transaction series from the desired location. Follow the steps below to complete this process.

Go to Menu> Masters> Others> Transaction Series.
Open it and click on the New button.
Select the transaction type as "Issue Location Transfer."
Choose the Location from which you want to transfer the stock. (For example, you've choose Hold Stock)
To know more details about transaction series: read more.

Reference image:

Transaction Series Window

Open the "Issue Location Transfer" window once more.
Select the Series (hold Stock) that you have created.
Now, choose the Location (Billing location) to which you want to transfer the stock.
Follow the same process as you did in the previous steps for transferring the stock.

Reference image:

Issue Location Transfer