What this page is for
This page shows one transfer: its route, its status, who did what and when, and the lines being moved. What you can do here depends on its status and your role.
A draft transfer (always a between-branches move) has not moved anything yet; it can be despatched or cancelled. Once despatched, the goods are in transit: they have left the sending store's stock but are not yet in the receiving store's, and the lines can no longer change. From there it is either received — recorded as arrived, which can show a shortfall — or recalled, which sends every despatched unit straight back to the batches it left from, for when the consignment never arrives at all. A consignment that arrives short, rather than not at all, is a receipt with a shortfall, not a recall.
A direct, same-branch transfer is written received immediately when it is raised; this page then only shows its history.
Receiving, despatching and recalling need a role that can operate stock or adjust stock, as set out below; everyone whose role can view stock can see the page.
How to…
How to despatch a transfer
On a draft transfer, press Despatch. The stock leaves the sending store at once, oldest batches first, and the lines are fixed from this point on.
How to receive a transfer
- On an in transit transfer, press Receive.
- Check the Received at date and time, prefilled to now.
- For each line, type what actually arrived. Tulindo warns if you type more than was despatched; that is refused.
- If any line is short, choose Why it arrived short, such as
Damaged in transit. - Press Record receipt.
A short receipt writes off the missing quantity at the sending store as a discrepancy; it cannot be undone, so check the quantities before confirming. Receiving needs a role that can operate stock.
How to recall a transfer
On an in transit transfer, press Recall, and give a reason if you have one. Every despatched unit goes back to the exact batch it left from at the sending store — use this only when the goods never arrived at all. Recalling needs a role that can adjust stock.
How to cancel a transfer
On a draft transfer, press Cancel transfer. Nothing has moved, so nothing changes except the status.
Worked examples
Butchery that also roasts meat
Mama Njeri's Butchery despatches 25 kg of beef from Kiambu to Thika. Two hours later the Thika shop presses Receive and finds only 23 kg arrived; they choose Why it arrived short as Spoiled in transit. The 2 kg shortfall is written off at Kiambu, and the Thika shop's stock rises by exactly 23 kg.
Supermarket
Tumaini Supermarket despatches a delivery to a new branch, but the van breaks down and the stock never leaves the depot that day. The buyer presses Recall instead of waiting for it to expire; the full quantity goes straight back into the sending store's stock, in the batches it came from.