Just as you can receive goods into and issue goods from a warehouse, you can also transfer your goods between warehouses. A stock transfer is simply an issue from warehouse A with a linked receipt into warehouse B.
When creating a stock transfer, using a document type saves you the work of filling in the required details separately in each document you issue.
If you are looking for the guide for the desktop application, switch to the guide for the desktop application.
Creating document types
Go to stock document types (in Settings at the bottom left under Records, or type "Stock document types" into the global search) and create two types here: Transfer receipt and Issue for transfer.
First, we will create the Transfer receipt document type. There are many details you can fill in, for example whether it is an accounting document or not. In our case, however, it is enough to fill in the movement type. You will find it under More options on the Warehouse tab; for the transfer receipt, select Receipt.
Save the document type configured in this way using the Save and close button and move on to the Issue for transfer document type. This one contains more important details, again on the Warehouse tab:
Movement type and Movement type + specification: set Issue and Issue for transfer. Thanks to this specification, Flexi knows that it is a stock transfer and allows you to complete it with a receipt into the target warehouse.
Transfer document type: determines the document type with which the receipt into the target warehouse will be created. In our case, this is the previously created Transfer receipt document type.
Once the above is set up, we can move on to creating a stock transfer.
Creating a stock transfer
A stock transfer always has two sides: an issue and a receipt. The issue must always be created first; Flexi then creates the receipt into the target warehouse for you.
In the Receipts/Issues module, create a new document and select Issue for transfer as the Document type. The details from the document type are filled in automatically, including the Stock document type field, which determines the type of the resulting receipt. Fill in the Warehouse from which you are issuing the goods and the Target warehouse to which you are transferring them. Among other things, you also need to fill in the transferred items and save the document.
You complete the stock transfer in the detail of the issue document: in the footer, click … (More actions) and select Complete transfer.
In the Complete transfer panel, check the Target warehouse. If you already filled it in on the issue document, it is prefilled. Complete the stock transfer by clicking the Create document button.
Completing the transfer creates a receipt into the target warehouse with the Transfer receipt document type. Both the issue document and the receipt have the Document status Transfer and are linked to each other by a relation.
Price on a stock transfer
You do not enter the price on a stock transfer. A stock transfer starts with an issue, so the price is determined according to the configured inventory valuation method, just as with a regular issue document. The goods are then received into the target warehouse at the same price, so both sides of the stock transfer must match.
ℹ️ If you retroactively correct the price on the original receipt, the change is also reflected in the stock transfer, both in the issue from the source warehouse and in the receipt into the target warehouse. This is handled by the automatic warehouse recalculation.
Costs of transport between warehouses can be included in the price of the stock transfer, but not by overwriting it directly. Record them as incidental costs on the receipt that completes the stock transfer. You must always have a supporting document for them, typically an invoice from the carrier or a receipt for fuel.
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