Overview of Transfer Stock from Head Office to Branch in Marg Books

Process to Transfer Stock from Head Office to Branch in Marg Books

OVERVIEW OF TRANSFER STOCK FROM HEAD OFFICE TO BRANCH IN MARG BOOKS

Marg Books offers the Branch Transfer feature, allowing users to seamlessly move stock from the head office to branches. It streamlines operations by automatically generating Stock Issues for local branches and Sale Bills for out-of-state branches, minimizing the risk of errors.

PROCESS TO TRANSFER STOCK FROM HEAD OFFICE TO BRANCH IN MARG BOOKS

• Firstly, click on 'Master > Branch Master > Branch Transfer'.

• A 'Branch Transfer Entrys List' window will appear.
• The user will click on 'Create' button.

• A 'Select Branch For Transaction List' window will appear.
• The user will select branch for which stock needs to be transferred.
• Suppose select 'Sunrise Pharma - Haiderpur' and press 'Enter' key on it.

• The user can view that 'Sunrise Pharma - Haiderpur' operates in the same state as the head office. Therefore, when transferring stock, the 'Stock Issue' window will appear.
• Hence, the user will enter the items for transfer and then click on the 'Save' button to proceed with the transaction.

• For an inter-state branch transaction, the user will select 'Sunrise Pharma - Uttarakhand' and then press the 'Enter' key to proceed.

• The user can view that 'Sunrise Pharma - Uttarakhand' operates in a different state from the head office. Therefore, when transferring stock, the 'Sale Bill' window will appear.
• Hence, the user will enter the items for transfer and then click on the 'Save' button to complete the transaction.

• Now, click on 'Dropdown' icon to switch to a branch ( as shown in the below fig ).

• The user will select branch on which stock needs to be transferred.
• Suppose select 'Sunrise Pharma - Haiderpur'.

• A 'Confirmation' window will appear.
• Click on 'Yes' button.

• The user will get switched to 'Selected Branch'.
• Now, click on 'Master > Branch Master > Pending Branch List'.

A 'Pending Branch Entry List' window will appear.

The user will select the entry as per the requirement. Suppose select 'Bill No. L000001'.

In 'Status' option, the user will select option as following :

a. Approved: The user will select 'Approved' to approve the transferred stock entry.

b. Reject: The user will select 'Reject' to reject the transferred stock entry.

c. View: The user will select 'View' to only view the transferred stock entry.

Suppose select 'Approved'.

• The user can view the Status of Branch Transfer Entry will get changed to 'Approved'.

• Now, the user can view Stock will get transferred to Branch from the Head Office.

• Also, the user can view Branch Transfer Entry Status in Head Office will get changed to 'Approved'.

After following the above steps, the user can easily Transfer Stock from Head Office to Branch in Marg Books.