Move stock between warehouses

When goods move from one place to another inside your company, record it with a Stock Entry of type Material Transfer. The quantity leaves the source warehouse and arrives in the target warehouse. Nothing is bought or sold.

Before you start

• Both warehouses must exist. See the warehouses page.
• You need the Stock User role.
• Count what you are actually moving. The entry should match what physically left the shelf.

Steps

Transfer stock

Example: Abebe sends 10 Bags (500 Kg) of corn grits from "Raw Materials - EF" to "Work In Progress - EF" for today's production.

1. Go to Stock in the sidebar and open Stock Entry, then click + Add Stock Entry.
2. Set Stock Entry Type to Material Transfer.
3. Set Default Source Warehouse to "Raw Materials - EF" and Default Target Warehouse to "Work In Progress - EF". Every row uses these unless you change it.
4. In the Items table, select the Item Code "RM-CORN-GRITS".
5. Enter Qty 10 and set UOM to Bag. OLY ERP converts this to 500 Kg.
6. If the item has batches, select the Batch No you are moving.
7. Add more rows if you move several items together, for example 4 Rolls of printed film from "Packaging - EF".
8. Click Save, check the rows, then click Submit.

The stock only moves when you Submit. A saved draft changes nothing.

Other common stock entry types

• Material Issue: stock leaves a warehouse and is used up, with no target warehouse. Example: samples given away, or damaged goods written off. OLY ERP posts the value to an expense account.
• Material Receipt: stock arrives in a warehouse without a purchase. Example: a returned sample you get back. Do not use it for supplier deliveries; use a Purchase Receipt for those.
• Manufacture: used by production to consume raw materials and receive finished goods. Your consultant sets this up for your production process.

Good to know

• If you made a mistake on a submitted entry, click Cancel, then Amend to make a corrected copy. See the document lifecycle page.
• OLY ERP stops you if the source warehouse does not have enough stock. Check the balance first, or check that the earlier receipt was submitted.
• Material Issue reduces your stock value. Your accountant may want to approve large issues before you submit.
• Use the Stock Ledger report to see every movement of an item, including transfers.

Related

• Warehouses
• Draft, submit, cancel and amend documents
• Request materials (material request)
• Stock reports: balance, movements and ageing