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Configuration of Stock Transfer with different ABNs

Configuration of Stock Transfer with different ABNs

This software release compliments the Stock Transfer process by automatically creating a Sale Invoice in the background.

This is applicable only for companies that have multiple branches with different ABNs.

Following steps are necessary to configure the stock transfer:

1. Create Customer Profiles

Two customer profiles need to be created since one will be selling and another receiving

Under Card File, create two Customers.

Since two branches exist, name them according to their branch name. (Eg: Carlton and Collingwood)

Please Note: If name already exists, then you could either use that or create a unique company name.

 

2. Create Supplier Profiles

Two supplier profiles need to be created since one will be suppling and another receiving

Under Card File, create 2 Suppliers

Since two branches exist, name them according to their branch name. (Eg: Carlton and Collingwood)

Please Note: If name already exists, then you could either use that or create a unique supplier name.

 

3. Configure Store Maintenance

  • Navigate to Maintain>System Admin>Store Maintenance>Select Branch Name (Eg: Carlton; *branch you’re logged into)
  • Scroll down and type in your branch ABN number under Tax No field
  • Under Configured Customer field type in other branch name (Eg: Carlton). Select the Customer name from the pop up window that will appear on the right.
  • Under Configured Supplier field, select your logged in branch from drop down (Eg: Carlton)
  • Click Edit

 

4. Repeat Step 3 to Configure Store Maintenance (Other Branch: Collingwood)

This step is necessary for the other branch, for Stock Transfer process to successfully work.

 

--This is the end of the configuration process. Refer to article “Process for ABN Stock Transfer” to complete the transfer request--

 

 

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