How to Transfer Stock Between Branches in Biztory (New Vers.)

Modified on Fri, 25 Apr at 11:13 AM

How to Transfer Stock Between Branches in Biztory (New Vers.)

Learn how to transfer stock from one branch to another in Biztory to keep your inventory accurate across locations.



1. Before proceeding to stock transfer, you have to enable Delivery Order first.Click on Settings

Click on Settings



2. Click on Delivery Orders

Click on Delivery Orders



3. Click on Preference

Click on Preference…



4. Toggle Enabled

Toggle Enabled



5. Click on Stock Transfer

Click on Stock Transfer



6. Click on Add New

Click on Add New



7. Click on Add Branch

Click on Add Branch



8. Select a branch to transfer from

Select a branch to transfer from



9. Select a branch to transfer to

Select a branch to transfer to



10. Click on Confirm

Click on Confirm



11. Select an invoice date

Select an invoice date



12. Select an owner (optional)

Select an owner (optional)



13. Add Additional Field (optional)

Add Additional Field (optional)



14. Select the item to transfer

Select the item to transfer



15. Enter the quantity amount to transfer

Enter the quantity amount to transfer



16. Click on Add Item (optional)

Click on Add Item (optional)



17. Click on Save

Click on Save



18. For the branch that needs to receive incoming stock (Eg. B2), click on Switch Branch

For the branch that needs to receive incoming stock (Eg. B2), click on Switch Branch



19. Choose the receiving branch and click on Switch

Choose the receiving branch and click on Switch



20. Click on the Reference Number of the created stock transfer

Click on the Reference Number of the created stock transfer



21. Click on Received Stock

Click on Received Stock



22. Select the user to receive the stock

Select the user to receive the stock



23. Click on Confirm

Click on Confirm



24. The receiver has been set

The receiver has been set



25. The stock transfer's status will be marked as 'Transfer'

The stock transfer's status will be marked as 'Transfer'



26. Click on the Reference Number

Click on the Reference Number



27. Select the item code

Select the item code



28. Click on Inventory Logs

Click on Inventory Logs



29. You can see the stocks have transferred to the branch

Click on  is template cell column header Payee / Remark



30. To view the stock report, click on Products/Services and select 'View Report'

To view the stock report, click on Products/Services and select 'View Report'



31. Click on Stock Report

(To learn more about the stock report, please refer to Stock Report)

Click on Stock Report



32. To switch to the receiving branch, click on Switch Branch

To switch to the receiving branch, click on Switch Branch



33. Click on Switch

Click on Switch



34. You can see the stock transfer added in the Branch’s stock report

You can see the stock transfer added in the Branch’s stock report



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