Inventory transfer/disbursement
This document explains how to use ERPNext's Stock Entry feature to record warehouse transfers and manufacturing-related issuances.
What is Stock Entry?
Inventory movement is a form used to record the movement of inventory between warehouses, as well as the issuance of raw materials and the receipt of finished goods for manufacturing. It is a core operation of inventory management in ERPNext.
Types of inventory transfers
| Purpose | Explanation |
|---|---|
| Material Transfer | Transfer from Warehouse A to Warehouse B |
| Material Receiving | Inbound materials from external sources (excluding purchased materials) |
| Material Disbursement | Inventory Consumption/Disposal |
| For Manufacturing | Disbursement of raw materials based on manufacturing orders |
| Completed | Inventory of completed products |
Inventory transfer for manufacturing
Step 1: Create from production order
- Submitted Manufacturing instructions Open
- Click "Create ▾" → "Move Inventory (for Manufacturing)"
Step 2: Review the contents
Raw materials based on the Bill of Materials (BOM) will be automatically entered.
| Item Name | Description |
|---|---|
| Item Code | Ingredients |
| Quantity | Disbursement Quantity (BOM × Manufacturing Quantity) |
| Former Warehouse | Warehouse where raw materials are stored |
| Previous Warehouse | Work-in-Progress (WIP) Warehouse |
Step 3: Submission
Clicking Submit will result in:
- Inventory decreased from the former warehouse.
- Inventory increases in the Work in Progress (WIP) warehouse.
Incoming stock of finished products
Once manufacturing is complete:
- Open the production order.
- Click "Create ▾" → "Finish"
- Enter the quantity of the finished product.
- “Submit”
The finished products will be stored in the designated warehouse.
Inventory transfer between warehouses
When moving inventory between warehouses:
Step 1: Create a new inventory transfer
- In the search bar
在庫移動type - Click "+ Add"
- Select "Material Transfer" under Purpose.
Step 2: Enter the item
| Item Name | Description |
|---|---|
| Item Code | Item to move |
| Quantity | Moving quantity |
| Original Warehouse | Warehouse to which it was moved |
| Previous Warehouse | Destination Warehouse |
Step 3: Submission
Clicking "Submit" will move the inventory from the original warehouse to the destination warehouse.
Disposal of Inventory
When disposing of defective or expired stock:
- Create a new inventory transfer.
- Objective: Select "Material Dispatch"
- Enter the items and quantities to be disposed of.
- Inventory decreases upon "Submission"
Next Steps
We've learned all the procedures for the manufacturing section. Now let's move on to the manual for a different role.
- For accounting staff → Setting up account titles - System administrators → Adding users and setting permissions