Inter Branch Indent Approval [HQ]
Gofrugal’s Inter Branch Indent Approval is a process that requires Head Quarters (HQ) authorization for inventory transfers between branches. This ensures controlled stock movement, minimizes errors, and improves inventory management by allowing configurable approval workflows for different types of inter-branch transfers.
The following section explains the process for Inter Branch Indent Approval.
Open HQ and navigate to Admin > Configuration > Setup Configuration Settings.
In the left pane, locate and click Indent Wise Replenishment. In the right pane, find Inter Branch Indent Approval and select the required option from the drop-down list: Not Required, Outlet to Outlet, Outlet to DC, or Both. Click the Save button to complete the process.
The following message is displayed after clicking the Save button.
Open outlet POS and navigate to Purchase > Purchase Order/Indent.
Select Indent as the Tran Type from the list.
Select the required outlet name from the list.
Select the required indent type from the list.
Select the item from the product list.
10. Click the F6 – Save button, then click Yes.
The following message will be displayed once the indent number is generated.
Open HQ and navigate to BPM > Inventory Management > Replenishment > Inter Branch Indent Approval.
12. Select the required date filter, then click the Apply button.
13. Click the Edit button under the Approve column.
14. After completing the review, click the Approve button.
The following pop-up will be displayed after completing the approval process.
After approval, the indents are treated as Stock Transfer Advice (STA) and sent to the requested outlet.
The following steps explain how to verify the STA at the specified outlet and how to perform transfer out and transfer in at the requesting outlet.
Open NetTrade and navigate to Reports > Received Transactions.
Click the No button to generate the report.
Click the Go button.
Select the required filters, then click the F2 – Apply button.
Verify whether the Stock Transfer Advice is displayed in the report. If it is available, proceed to the Transfer Out screen. If not, contact the support team.
Navigate to Sales > Transfer Out.
Click the F1 – NT-STA button, then select the required outlet name.
Select the STA from the pending STA list.
After the item is loaded, click the F6 – Save button, then click Yes to complete the process.
Open NetTrade in the receiving outlet and verify whether the stock transfer has been received.
Receive the Stock Transfer Order (STO) in NetTrade.
Click the Ok button to complete the process.
Navigate to Purchase > Transfer In.
Select the required outlet from the list.
Find and select the TO number, then press Enter.
16. Click the Yes button to complete the process.
After clicking the OK button, the invoice number will be generated and displayed on the screen.
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