1.1 Edit Button (Transfer Entry)

Used to update the transfer entry.

Common Use Cases

• Correct quantity
• Update warehouse selection
• Modify details

1.2 Delete Option (Transfer Entry)

Used to remove the transfer entry.

Important:
Deleting this entry will update stock levels.

Recommended Practice:
Allow deletion only to authorized users.

Add Transfer

The Transfer screen is used to record stock movements.

By Clicking the “Transfer” Button, the Following Functions Apply:

2.1 Transfer Details (Form)

Enter basic transfer information:

• Transfer Date: Date of stock movement
• Invoice No: Unique reference number

2.2 Transfer Item (Movement Direction)

Defines stock movement direction.

Transfer From

Select source details:

• Branch Name
• Warehouse Name

Transfer To

Select destination details:

• Branch Name
• Warehouse Name

Purpose:
Specifies where stock moves from and to.

2.3 Item Details (Form)

Add items being transferred.
To add multiple items, click + New Row.

2.4 Remark (Form)

Used for additional notes.

2.5 Submit / Cancel / Back

• Submit: Saves the transfer entry.
• Cancel: Exits without saving.
• Back: Returns to the previous screen.

Transfer Details View

This screen displays complete information for the selected transfer entry.

1.1 Viewing Details
Selecting a transfer entry displays all related details.

1.2 Transfer Details
Shows the basic transfer information.

Fields Available

• Invoice No: Unique reference number
• Transfer Date: Date of stock movement

1.3 Transfer From
Indicates where stock is moved from.

Fields Available

• Branch Name: Source branch
• Warehouse Name: Source warehouse

1.4 Transfer To
Indicates where stock is moved to.

Fields Available

• Branch Name: Destination branch
• Warehouse Name: Destination warehouse

Purpose:
Clearly defines stock movement direction.

1.5 Item Details
Displays items included in the transfer.

Columns Available

• Sr. No.: Item sequence
• Item Name: Name of product
• UOM: Unit of measurement
• Available Qty: Current stock before transfer
• Qty: Quantity transferred
• Rate: Item value per unit
• Amount: Total item value

Purpose:
Provides stock and value breakdown.

1.6 Remarks
Displays additional notes.

View Invoice

Used to preview the transfer invoice.

Purpose:
Allows review or printing of transfer details.

2.1 Invoice Preview

Shows the full transfer invoice including:

• Business details
• Transfer information
• Item details
• Totals

Purpose:
Allows you to verify the transaction before sharing or printing.

2.2 Edit Button (Invoice Preview)

Used to modify the invoice details.

Purpose:
Allows corrections without leaving the preview screen.

2.3 Download Button

Used to download the invoice.

Purpose:
Helps save the invoice for records or sharing.

2.4 Print Button

Used to print the invoice.

Purpose:
Allows quick physical copy generation.

2.5 Close Button

Closes the invoice preview.

Purpose:
Returns to the previous screen.

Introduction to Transfer Module

The Transfer module is used to move stock between warehouses or branches.

1.1 Common Use Cases

• Stock movement between branches
• Warehouse stock movement

Transfer – List View

Navigation Path:
Inventory Module → transfer

2.1 Purpose of Transfer List View

Displays all stock transfer entries. Each entry typically includes:

• Invoice Number
• Transfer Direction
• Amount
• Date

2.2 Transfer Direction

The Transfer Direction shows the movement of stock between locations.

Explanation
Stock moved from one location to another location.

Example
If the record displays HQ to Surat, then:

• Stock moved from HQ
• Stock moved to Surat

If the record displays Surat to HQ, then:

• Stock moved from Surat
• Stock moved to HQ

Purpose:
Provides instant visibility of stock movement without opening details.

2.3 Search Bar

Used to quickly find transfer records.
Shortcut: Ctrl + K

How to Use

• Enter Invoice No or Amount.

2.4 Sort Function

Used to arrange transfer records.

Available Options

• Invoice Date
• Transfer Date
• Updated Date
• Voucher Number
• Amount

Sort Order

• Ascending
• Descending

Apply: Confirms sorting
Reset: Clears selection

Purpose:
Helps organize transfer records easily.

2.5 Filter Panel

It helps you find exactly what you’re looking for by filtering out unnecessary results. 

Available Filters

• Item Name
• Amount
• Transfer Date

How to Use

• Open the Filter Panel.
• Enter filter details.
• Click Submit.
• Click Reset to clear filters.

Purpose:
Allows viewing only relevant transfers.