Transferring Stock Between Branches
How to create and process stock transfers in AskBiz POS — moving inventory from one branch to another, tracking transfer status, and updating both branches' stock counts automatically.
Key Takeaways
- Stock transfers move inventory between branches without creating a sale or purchase — stock is reduced at the sending branch and increased at the receiving branch.
- Both branches can see the transfer status in real time — the receiving branch knows what's coming before it arrives.
- Transfers are logged in the Audit trail with the sending user, receiving branch, and product quantities.
When to use stock transfers
Multi-branch businesses often have uneven stock distribution. Branch A might have 80 units of a product it's barely selling, while Branch B has run out of the same product. Rather than placing a new purchase order, a stock transfer moves the surplus from A to B. Transfers also handle planned resupply: a central warehouse sends weekly replenishments to retail branches. In AskBiz, every transfer is a tracked transaction — stock doesn't just appear or disappear, it moves with an audit trail.
Creating a transfer request
Go to POS > Operations > Retail > Stock Transfers. Click New Transfer. Select the Source Branch (where stock is coming from) and Destination Branch (where it's going). Set the Transfer Date. Add products to the transfer by searching the catalogue — for each product, enter the quantity being transferred. AskBiz checks that the source branch has sufficient stock and flags a warning if you're trying to transfer more than is available. Save the transfer as a draft or submit it immediately.
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Submitted transfers require approval from the source branch manager (if approvals are enabled in your settings). The source branch sees the pending transfer in their transfer queue. They review the quantities, adjust if necessary, and click Dispatch — this marks the stock as 'in transit', reducing it from the source branch's stock count. Both branches now see the transfer with a status of In Transit. The physical goods are loaded and sent.
Receiving the transfer
When the goods arrive at the destination branch, a manager or staff member opens the transfer in AskBiz and clicks Receive. A receiving screen lists each item and quantity. The receiver counts the physical goods and enters what actually arrived. If everything matches, confirm receipt — stock is added to the destination branch immediately. If some items are missing or damaged, mark the discrepancy and confirm the received quantities only. The transfer remains partially open until fully resolved.
Viewing transfer history
The Stock Transfers list shows all transfers with their status, date, source, destination, and total items. Filter by branch, date range, or status. Use this view to identify which branches regularly run short (they're the net receivers) and which tend to accumulate surplus stock (net senders). This pattern data informs better purchasing decisions — rather than buying equal quantities for all branches, you can weight purchases towards the branches with higher throughput.