Transferring a stock item between warehouses

Warehouse -> Documents -> New document -> Inventory movement 

Inventory movement between warehouses is used when:

  • the company has a main warehouse where purchased goods are received and one or more additional warehouses at separate locations
  • goods are delivered for resale under consignment terms (guide in Estonian)

● Adding a new inventory movement

  1. Document number – automatically generated by the system
  2. Date – the date of the inventory transfer
  3. From which warehouse – the warehouse from which the goods are taken out
  4. To which warehouse – the warehouse into which the goods are received
  5. Item – only items with stock can be added
  6. Quantity– the quantity of goods to be moved
  7. Add new line – to add another item
  8. Save movement

Under Settings -> Environment settings -> Warehouse settings, you can define how the cost of goods is handled during transfers between warehouses.
The “Cost price” field displays the unit cost of the item. The total cost is shown after the warehouse transfer has been saved.

● When a warehouse transfer is saved, a financial transaction is generated showing the changes in the warehouse accounts in monetary terms.

● From the Actions menu, you can open the document for editing, view the delivery note or delete the document.
If the warehouse account needs to be changed in the financial transaction, open the document and make the change there.
In most cases, there is no need to edit the financial transaction directly in this view.

If you have any additional questions, please write to us at support@simplbooks.ee

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