Tutorial
Record a stock transfer
Create Stock Entry with the applicable transfer purpose.
Before you start
Maintain items and categories, request materials, obtain quotations, purchase and receive goods, control warehouses and trace stock. Supplier onboarding, UNSPSC categories, federal logistics references and scanning belong here.
ERP links open in a new tab. Sign in with your own account; record visibility, actions and approval authority follow your assigned permissions. Screens can differ by company and configuration.
Step-by-step instructions
- Create Stock Entry with the applicable transfer purpose.
- Select the source and target warehouses for the correct company.
- Add the actual item quantities and the required serial or batch selections.
- Review the document and submit when authorized. Check Stock Ledger for the corresponding movements.
Check the result
Return to the saved record or relevant list and verify the intended values, links and status. Check the role-restricted portal or report when it is part of this task. A successful save, approval, submission and external payment are different events.
Troubleshooting
Use physical quantities and permitted stock controls. Editing an Item master does not change its warehouse balance.
If the task is blocked, record the page name, operation, error text and time. Contact Support through an authorized channel. Remove passwords and unnecessary personal information from screenshots.