In general, Transfer Inventory occurred when the stocks of goods from outlets are empty or low in stock and you want to make delivery from the warehouse to your outlet to maintain the available stocks from the outlet. But, if you have multiple outlets and each outlet has its own inventory besides from the warehouse, you can also make delivery to one another outlet in order to keep the quantity from stocks always available at any time.

To simplify the process from stock movement (stock mutation) from the warehouse to the outlet or from the outlet to the outlet, DealPOS provides 4 types of delivery that you can choose according to the type of your business needs. The 4 types of delivery that DealPOS provides are:

  • Instant

  • 2 Step (Dispatch + Receive)

  • 3 Step (Request + Dispatch + Receive)

  • 4 Step (Request + Approve + Dispatch + Receive)

I. How To Activate Configuration

Step 1. Go to Setup menu, More menu, Module Configuration, Delivery Tab

Outlet Delivery Instant

II. How The Configuration Work

You can follow the steps below to see how the configurations for Outlet Delivery Workflows works:

A. Instant Delivery

On the instant Delivery Workflow, you can instantly send and receive the stocks to/from another outlet.

Step 1: Go to Delivery menu, Click New button

After clicking the 'New' button, You will go to the 'New Outlet Delivery' page. Select the sending outlet and the receiver outlet then input the product item you want to send then click the process button to make the delivery.

Outlet Deliver Instant
Outlet Delivery Instant

Step 2: Status Received

The status on the Outlet Delivery invoice will immediately change to 'Received' and automatically reduce the sender's outlet stock and the stocks will be added to the recipient's outlet stock.

B. 2 Step Delivery (Dispatch + Receive)

On the 2 Step Workflow Delivery, There will be two steps to make the delivery between outlets. At first, the sender's outlet stock will be set to Dispatched if the products are still on the shipping process. After the shipping process is completed, the receiver's outlet needs to Receive the stocks that come from the sender's outlet in order to increase the receiver's stocks inventory.

Step 1: Go To Delivery Menu, Click New

After clicking the 'New' button, You will go to the 'New Outlet Delivery' page. Select the sending outlet and the receiver outlet then input the product item you want to send then click the process button to make the delivery.

Outlet Delivery Two Steps

Step 2: Status Dispatched

The status on the Outlet Delivery invoice will immediately change to 'Dispatched', which means the product is in the process of being shipped. In the 'Dispatched' status, the product stock has been reduced at the sending outlet but the recipient's stock outlet has not increased because it has not been received. The stock at the receiving outlet will increase if you press the 'Received Delivery' button.

Receive Delivery Outlet

Step 3: Status Received

The status on the Outlet Delivery invoice will immediately change to 'Received'* and automatically reduce the sender's outlet stock and the stocks will be added to the recipient's outlet stock.

Outlet Delivery Received

Important Notes:

To be able to receive the delivery from the sender's outlet, your user group must have been given the Roles to be able to receive the delivery. To give this role permission to your group user you can go to user menu, group, select your group user, go to delivery, More permission, and tick the DeliveryReceiver

Roles DeliveryReceiver

C. 3 Step Delivery (Request + Dispatch + Receive)

On the three steps workflow delivery outlet, There is an additional process to make a delivery outlet. The receiver outlet can make Requests to another outlet if their stocks of goods are low on stock.

Step 1: Go to Delivery Menu, Click New

After clicking the 'New' button, You will go to the 'New Outlet Delivery' page. Select the sender outlet and the receiver outlet then input the product item that you want to send and then click the process button to make the delivery.

Delivery Outlet

Step 2: Status Request

The 'Request' status will appear in the Outlet Delivery invoice, which means it requires prior approval before being sent. Click the 'Send' button to make delivery.

Delivery Send Request

After you click 'SEND', you can select the exact quantity to send if there is an adjustment from the quantity requested.

Send Confirmation

In this scenario, we use 'T Shirt (L)' with the quantity requested as many as 10 pieces, but it only sent 5.

*To make "Request" delivery, your user group must have been given the Roles to be able to Request the delivery. You can go to user, group, select your group user, go to delivery, More permission, and tick the DeliveryRequestEditor

Roles DeliveryRequestEditor

Step 3: Status Dispatched

After the 'Send' button is clicked, the status in the Outlet Delivery invoice will immediately change to 'Dispatched' which means the product is in the delivery process.

Receive Delivery

Step 4: Status Received

The status on the Outlet Delivery invoice will immediately change to 'Received' and automatically reduce the sender's outlet stock and the stocks will be added to the recipient's outlet stock.

Status Received

D. 4 Step Delivery (Request + Approve + Dispatch + Receive)

On the four steps workflow delivery outlet, There is an additional process to make a delivery outlet. The receiver outlet can make Approval in order to approve the requested stock from the receiver outlet to the sender outlet if their stocks of goods are low on stock.

Step 1: Go to the Delivery menu, Click New

After clicking the 'New' button, You will go to the 'New Outlet Delivery' page. Select the sender outlet and the receiver outlet, then input the product item that you want to send and then click the process button to make the delivery.

New Delivery

Step 2: Status Request

The 'Request' status will appear in the Outlet Delivery invoice which means it requires prior approval for shipping. Click the Approve Delivery Button to approve the product delivery to the destination outlet.

Approve Delivery

Step 3: Status Approve

After the Approve Delivery Button is clicked, the status from that delivery will be changed to 'Approve' which means the outlet delivery is approved and the requester outlet can make the requested delivery to the sender outlet. Click the 'Send' button to send the product to the destination outlet.

Send Approve Delivery

After you click 'SEND' you can select the exact quantity to send if there is any adjustment from the quantity requested.

Adjustment Send Delivery

In this scenario, we use 'T Shirt (L)' with the quantity requested as many as 10 pieces, but it only sent 5.

*To make "Approve" delivery, your user group must have been given the Roles to be able to approve the delivery. You can go to user, group, select your group user, go to delivery, More permission, and tick the DeliveryApproval

Delivery Approval

Step 4: Status Dispatched

After the 'Send' button is clicked, the status in the Outlet Delivery invoice will immediately change to 'Dispatched' which means the product is in the delivery process.

Receive Delivery

You can also receive and adjust the delivery, in case the goods or products are broken, or lost in the delivery process.

Receive and Adjust
Receive Outlet Delivery

In this scenario, we sent 5 'T Shirt (L)' but only received 3 of those.

Step 5: Status Received

The status on the Outlet Delivery invoice will immediately change to 'Received' and automatically reduce the sender's outlet stock and the stocks will be added to the recipient's outlet stock.

Status received

It also created an Adjustment for the broken/lost product we have adjusted before we received the invoice.

Adjustment Broken/lost Product

Transferring Inventory Between Outlets Tutorial Video

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