How to configure Transfer Out approval and Auto Transfer In
Purpose:The purpose of enabling “Transfer Out Approval and Auto Transfer In (TIN)” is to streamline and automate the stock transfer process between branches, warehouses, or locations within the organization.
When a Transfer Out is initiated and approved from the source location, the system will automatically create and accept the corresponding Transfer In at the destination location — without requiring any manual action.
Real Time Scenario:
Example Scenario:
Branch "A" sends 100 units of product to Branch "B".
The store person at Branch A raises a Transfer Out Request in the system.
Once the Transfer Out is approved by the reporting manager, the system automatically generates and accepts the Transfer In at Branch B — no manual entry required.
Simultaneously, the reporting manager of the user who initiated the transfer receives an email and in-system notification confirming the stock transfer.
Notification alerts received on below cases:
Accept Transfer out notification and Email: If stock transfer out approved by the reporting manager then the mail and notification will be received for the stock transfer out which was done by the user.
Cancelled Transfer out notification: If stock transfer out cancelled by the reporting manager then the mail and notification will be received for the stock transfer out which was done by the user.
How to Set the "Transfer out approval and Auto TIN"
Click-> Tools-> Business Configuration -> Enable Transfer out approval : Select "Approval and Auto Transfer In" In dropdown option in Business configuration screen.
Steps to proceed for stock transfer out Approval and Auto TI:
1. Click -> Sales -> more -> " Transfer out" menu
2. Select an item From LOV
3. After Loading the Item click F6 save in transfer out screen.
4. After Saving the TO by user ( Notification and Email ) Received by approval manager/ Admin
5. Login with Approval manager/ Admin click on Sales → More →Transfer Out Approval and Auto TI
6. Approve and Reject Transfer Out.
Select an Transfer out checkbox.Click on Approve button.
Note - Without selecting checkbox approve and reject button is disabled. Selecting the checkbox the approve and reject button is enabled in Transfer out approval and Auto TI screen.
Approve => Customer able to approve Multiple transfer outs at the same time in the Transfer out approval and Auto TI screen.
Reject =>Customer able to reject only one transfer out at a time in the Transfer out.
Multiple Transfer Outs:
Remarks in transfer out approval and auto TI screen:
Remarks are mandatory for rejecting the transfer outs. It is not mandatory to approve the transfer outs
Remarks for transfer out accept:
Remarks for transfer out reject:
7. Pop up message in transfer out approval and auto TI screen:
Pop up message will display for both approve and reject transfer out.
1. Approval Popup Message 
2. Reject Popup Message
8. Transfer IN Screen:
Transfer IN -> Customer approves in transfer out and Auto TI screen. It Reflects on TransferIn screen automatically.
1. Click on purchase-> more -> transfer in
2.Select on To branch dropdown and click on 'view' function key.
Frequently Asked Questions ( FAQ) :
Q1. Is there same user can do approval And Auto TI the transactions?
→ The same user can't approval the transactions, If customer required the same user to approve means they can disable the approval and continue in single transaction. Either "admin" can act as a approval manager or other users can act as a approval manger. If you map the same user as approval manager means you will get the "JSON parsing" error while loading the transaction in approval screen.
Q2. In which report we can check the Transfer Out Status?
Ans- In transfer Out approval detail report we can check the status.
Reports-> Inventory -> Stock management -> Transfer out approval detail.
Transfer out by the customer details is displayed on the stock transfer out detail report screen.
Reports-> Stock transfer out detail -> Pending Approved and Cancelled transfer out is displayed in the transfer out Reports.
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