View Categories

๐Ÿ”„ Stock Transfer in BillBook

1 min read

Stock transfer allows businesses to move inventory from one location to another, ensuring better stock distribution and availability. ๐Ÿš€๐Ÿ“ฆ


๐Ÿ“Œ How Does Stock Transfer Work? #

โœ… Stock decreases from the โ€œFromโ€ location.
โœ… Stock increases in the โ€œToโ€ location.
โœ… Stock updates only when the transfer status is โ€œCompletedโ€.

๐Ÿ“Œ If the transfer status is โ€œPendingโ€ or โ€œIn-Transit,โ€ stock levels will NOT change.


๐Ÿ“‹ Editing a Stock Transfer #

โœ… Stock Transfer can be edited only if the status is:

  • Pending
  • In-Transit

โŒ Once marked as โ€œCompleted,โ€ the stock transfer CANNOT be edited.
โœ… If a completed stock transfer needs correction, delete it and create a new one.


๐Ÿšจ Stock Not Showing in Destination Location? #

If the stock doesnโ€™t appear in the โ€œToโ€ location, check:

1๏ธโƒฃ The product is assigned to the location (Go to Products โ†’ Edit Product โ†’ Assign Location).
2๏ธโƒฃ The Stock Transfer Status is โ€œCompletedโ€ (Stock wonโ€™t update if itโ€™s โ€œPendingโ€ or โ€œIn-Transitโ€).


๐Ÿ‘๏ธ Show/Hide Price During Stock Transfer #

Sometimes, warehouse staff only need to transfer stock without viewing purchase prices. BillBook allows restricting price visibility during stock transfer.

๐Ÿ› ๏ธ How to Restrict Users from Seeing Product Prices in Stock Transfer #

โœ… Step 1: Go to โ†’ User Management โ†’ Roles
โœ… Step 2: Find the role (e.g., Warehouse Worker) and click Edit.
โœ… Step 3: Under the Products Section, uncheck โ€œView Purchase Priceโ€.
โœ… Step 4: Click “Save” ๐Ÿ’พ

๐Ÿ“Œ Now, users with this role wonโ€™t see product prices while transferring stock!


๐Ÿš€ Why Use Stock Transfer in BillBook? #

โœ… Ensures better stock distribution across multiple locations. ๐Ÿ“ฆ
โœ… Prevents overstocking or understocking issues. ๐Ÿ“Š
โœ… Provides controlled access to product prices for warehouse staff. ๐Ÿ”
โœ… Improves inventory tracking and reporting. โœ…

With BillBookโ€™s Stock Transfer feature, managing inventory across multiple locations is seamless and efficient! ๐Ÿš€๐Ÿ”„

Let me know if you need any refinements! ๐Ÿ˜Š

Powered by BetterDocs

Leave a Reply

Your email address will not be published. Required fields are marked *