Transfer out

Stock Transfer Out refers to the process of moving goods from one branch to another within the same organization. The sending branch initiates a transfer out entry, reducing its stock. The receiving branch records it as a transfer in, ensuring accurate inventory tracking across all branches in the system.

TruePOS effectively handles stock transfers between different branches (applicable only when you subscribed for managing two or more branches) and records the quantities transferred accurately.

Note: You can make Transfer Out entries only with items for which you maintain stocks (i.e only the items for which Allow Negative option is set as 'No' in Item Master screen)

Steps to create Transfer out:-

1. From dashboard, navigate to Sales > More > Transfer Out

2. To transfer stocks from the current branch to a different branch
Press ENTER in Branch Name to find the destination branch where you want to transfer. The Branch/Location selection pop-up appears.

3. Select the Branch, that you want to transfer stocks to, from the pop-up.
4. Add the stocks to be transferred
Specify the Item Code or Press ENTER in Item to select from the pop-up.

5. The price details of the item appear in Sell Price and the MRP (Maximum Retail Price).Specify the quantity in Qty to be transferred.

6. Press F6 or Click Save to record the transfers. After saving, you will get the Popup with Stock Transfer out No.




Configuration: Select Transfer Price From  

Options:  
1. Selling Price -When this is selected, the system calculates the transfer price based on the Selling Price of the item.
2. Transfer Price -If we set the "Transfer Price" at the time of item creation what was the MRP we set for the item which we will be taken default.


Reports Related to Stock Transfers :  

•  Reports > Inventory > Stock Movement > Stock TransferOut Summary

• Reports > Inventory > Stock Movement > Stock TransferOut Detail

• Reports > Inventory > Stock Movement > Stock Transfer Discrepancy

• Reports > Inventory > Stock Movement > TO Vs TIN
  

Frequently Asked Questions (FAQ) :  

Q1. Is it possible to cancel the transfer out?

→ No, It is not possible to cancel the transfer out and you will be only able to Transferred from the Received location and refer the help document further -- https://help.true-pos.com/Cancel-Transfer-Out.html


Q2. Can we print Barcode in transfer out screen ?
→ Yes we can do, For that after saving the TO kindly open the TO in view mode then press CTRL + F8 ( Print barcode ) and you can do print.

Q3. Why is the default selling price shown on the Transfer Out screen?  
→Typically, the transfer out calculation is based on the cost price of the item. However, at the screen level, the default selling price is displayed instead. This is intentional because cashier users generally should not have visibility into the cost price of items.

Note: This behavior does not apply if the configuration "Select Transfer Price" is enabled, where the system will follow the selected pricing method (Selling Price or Transfer Price) for transfer calculations and display.


Q4. How to apply Price Level to Transfer Out?  
→To apply a price level to Transfer Out transactions, the Apply Price Level setting should be configured as either:( Transfer, or Both Transfer and Sales )

Note :- Additionally, the Transfer In location must have the respective "Price Level" mapped in the Branch master. 

Q5. What should I do if the "Transfer Out" screen has been used via the "Touch" option?
→ Please contact the support team via live chat or email at retaileasy-support@gofrugal.com. They will assist in enabling it from the backend.