Track Inventory Transfers

Monitor and record every movement of stock between warehouses—whether transferring raw materials, finished goods, or supplies—so you maintain accurate, real-time inventory balances across all locations in the CGIC App.

Overview

What it does:

• Uses “Stock Entries” with purpose = Material Transfer to move quantities between source and target warehouses (and bins, if enabled)
• Updates on-hand quantities immediately for both sending and receiving locations
• Provides a searchable history of all transfer transactions for audit and reconciliation

Prerequisites

• At least two warehouses are defined under Stock > Warehouse
• Bin/Location management is enabled if you need sub-warehouse tracking (optional)
• Items exist under Stock > Item > Item List and are set as “Stock” items

1.0 Create a Stock Entry for Transfer

1. Navigate to Stock > Stock Entry > New Stock Entry.
2. In the header, set:
   • Purpose: select “Material Transfer”
   • Posting Date: date on which transfer occurs (defaults to today)
   • Company: your entity (e.g., Charisma Industrial)
3. Click Save to draft the Stock Entry.

1.1 Specify Source & Target Warehouses (and Bins)

1. In the Items table, click Add Row.
2. For each line, enter:
   • Item Code (search or scan)
   • Qty to transfer
   • Source Warehouse: where the stock is coming from
   • Target Warehouse: where the stock is going to
   • Source Bin / Target Bin (if bin locations are enabled—click the magnifying glass to choose the bin)
3. Repeat for multiple items or split quantities across bins within the same line by clicking the “+” icon next to that row.

1.2 Review & Submit the Transfer

1. Double-check each row to confirm:
   • Qty matches the intended transfer
   • Source and Target fields are correct (avoid reversed warehouses)
2. Click Save to validate calculations.
3. Click Submit to finalize:
   • Inventory in the Source Warehouse/Bin is reduced by the transferred quantity
   • Inventory in the Target Warehouse/Bin is increased by the same quantity
   • A Stock Ledger Entry is posted for each movement, creating a permanent audit trail

1.3 Verify Transfer in Reports

1. To confirm the transfer, navigate to Stock > Reports > Stock Ledger.
2. Set filters:
   • Item: choose the transferred item
   • Warehouse: leave blank (to see both sides) or filter individual warehouses
   • From Date/To Date: covering the transfer date
3. Click Refresh. You’ll see two entries: a negative “Qty Out” for the source and a positive “Qty In” for the target.
4. For a consolidated view of bin-level balances, run Stock > Reports > Bin-Wise Stock and verify that the source bin’s balance decreased while the target bin’s balance increased by the same amount.

Use Filters > Warehouse to quickly switch between source and target warehouse views.

By properly creating and tracking warehouse inventory transfers in the CGIC App, you ensure that stock moves are recorded accurately—maintaining real-time visibility of on-hand quantities across all locations and empowering your team to fulfill orders and plan production without stock discrepancies.