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Help / Stock

New transfer

Move stock from one of your stores to another, listing each item and the quantity to send.

What this page is for

This page raises a transfer: a document that moves stock from one of your stores to another. Between two stores of the same branch, the move happens at once, as soon as you save. Between two different branches, Tulindo keeps the transfer as a draft: nothing moves until you despatch it from Transfer, and the receiving store does not count it as stock until someone there records it arriving.

Whether a transfer is direct or between branches is decided by the two stores you choose, never by you — pick the stores, and Tulindo works out which it is.

Only people whose role can operate stock see this page.

Before you start

  • Both stores must exist (Organisation → Stores).
  • The items you want to move must already have stock at the sending store; a transfer cannot send more than is on hand.

Fields

From store

The store the stock leaves. Required.

Example: Kiambu — Cutting room

To store

The store the stock arrives at. Required, and must differ from From store.

Example: Thika — Shop

Item

One line per item variant to move. Required on every line.

Example: Beef (steak cut) — Per kg

Quantity

How much of that variant to send, in its own unit. Required, greater than zero.

Example: 25, for 25 kilograms of beef.

How to…

How to raise a transfer

  1. Go to Stock → Transfers and press New transfer.
  2. Choose From store and To store.
  3. For each item, choose it and type the Quantity to send. Press Add line for another item.
  4. Press Raise transfer.

What happens next depends on the two stores: a same-branch transfer is written as received immediately, and the stock has already moved. A between-branches transfer opens as a draft; go to Transfer and press Despatch when the goods actually leave.

Worked examples

Supermarket

Tumaini Supermarket's Nakuru main store sends stock to its smaller branch store, both in the same branch. The buyer chooses Nakuru — Main store as From store and Nakuru — Branch store as To store, adds Jogoo Maize Meal — 2 kg packet with quantity 48, and presses Raise transfer. Both stores' stock updates immediately: the main store's balance falls by 48, the branch's rises by 48.

Butchery that also roasts meat

Mama Njeri's Butchery sends beef between its Kiambu and Thika branches. The manager chooses Kiambu — Cutting room and Thika — Shop, adds Beef (steak cut) — Per kg with quantity 25, and raises the transfer. Because the stores are in different branches, it opens as a draft; the Kiambu team despatches it once the delivery van is loaded.