Stock Delivery Outbound

A stock delivery outbound records stock leaving your branch for another branch. When it's approved, the quantities are removed from stock at the For Location. The receiving branch then receives them with a Stock Delivery Inbound.

Menu: Stock Transferring › Stock Delivery Outbound

For buttons, statuses and approvals shared by all transactions, see Working with transactions.

How to send stock to another branch

Required permission

Stock Transferring › Stock Delivery Outbound › Create

You can start from a request in Stock Requests (From Other Branches), or from an approved Stock Delivery. To create one here:

1. Open Stock Transferring › Stock Delivery Outbound and click ⊕ (Add New Transaction).
2. Fill in Created For, For Location (where the stock leaves from), Request by, Deliver To and Deliver To Location (the receiving branch and location), and Remarks.
3. Choose how to add products:
   • Direct: add the products yourself.
   • From Invoice: pick an approved Stock Delivery or Stock Request and click Import.
4. Click Save ▾ and choose Save, Approve or Approve and Print.

caution

Approving removes the stock from your branch right away, even before the other branch receives it. If the goods don't leave after all, Revert the outbound (requires Stock Transferring › Stock Delivery Outbound › Revert). You can't revert it once the receiving branch has imported it into a Stock Delivery Inbound.

Incoming deliveries from other branches

Stock Delivery Outbound (From Other Branches) lists outbounds other branches have sent to your branch, so you can see what's on its way. It's view-only. To receive the stock, create a Stock Delivery Inbound.

What approval does

• Stock goes down at your For Location. The goods are in transit until the other branch receives them: they show as in-transit quantity at the receiving branch, and serial numbers are On Transit.
• The stock delivery's remaining quantities go down.
• The receiving branch sees the outbound in Stock Delivery Outbound (From Other Branches) and receives it with a Stock Delivery Inbound. Until then it's listed in the Pending Stock Delivery Outbound Report.

Example

The truck leaves with 48 towels and 24 bottles of shampoo for Store 2: import the approved stock delivery, pick the shampoo's batch, print the delivery receipt with Approve and Print, and send the printout with the driver.

Settings that affect this module

Your administrator can change these in Settings (see About settings). Click a section to see the choices.

Generic Settings › Product

• Allow product name searching to ignore special characters?

Generic Settings › Stock Delivery Outbound

• Warn if inventory reaches minimum?
• Auto-print after Save?
• Auto select product batch during transaction saving if none is selected
• Set the default printout template for this transaction module

Generic Settings › Stock Delivery

• Auto select product batch during transaction saving if none is selected

Branch Settings › General

• Prevent product inventory to be negative after outbound transactions

Branch Settings › Stock Delivery Outbound

• Display inventory on transaction detail?
• Price shown is based from

Other permissions for this module

Permission	Allows you to
Stock Transferring › Stock Delivery Outbound › Approve	Approve outbounds, which removes the stock
Stock Transferring › Stock Delivery Outbound › Clear Undelivered Transactions	Close outbounds that won't be fully received
Stock Transferring › Stock Delivery Outbound › View Other Users' Transaction	See outbounds created by other users