Tutorials

Replenish a branch

Request stock for a branch from a warehouse with a transfer order, then approve, dispatch, and receive it.

Replenish a branch with a transfer orderRecording coming soon

A transfer order moves stock between two of your own locations. In this tutorial a branch requests stock from the warehouse. The warehouse approves the request and sends the stock. The branch receives it.

What you need

Two locations: a warehouse with stock, and a branch. Read Set up your business.
Stock of one product at the warehouse. Read Receive a purchase order.
A permission to manage transfer orders. The owner and the Manager role have it.

The life of a transfer order

Status	Meaning
`Draft`	The order is not ready. Use it for a move that the warehouse plans itself.
`Requested`	The receiving location asks for the stock.
`Approved`	The sending location accepts the request.
`InTransit`	The stock has left the sending location.
`PartiallyReceived`	Some of the stock has arrived.
`Received`	All the stock has arrived.
`Rejected`	The sending location refuses the request.
`Cancelled`	The order stops before dispatch.

Steps

Request the stock

As the branch, create a transfer order. Select the warehouse as the origin and the branch as the destination. Add the products and the quantities. Create the order with the status Requested.

Approve the request

As the warehouse, open the request. If you have the stock, change the status to Approved. If you cannot send the stock, change the status to Rejected. The business gets a notification when a transfer is rejected.

If the warehouse does not have enough stock, create a purchase order and link it to the transfer order. The buyer can then see why the purchase exists, and the branch can see when the remainder arrives.

Dispatch the stock

When the truck leaves, dispatch the order. Miridia then:

Adds a transfer out movement at the warehouse. The stock leaves the warehouse immediately.
Shows the quantity as in transit at the branch.
Changes the status to InTransit.

Stock in transit is not available at either location. It also does not disappear from the business total.

Receive the stock

When the stock arrives, record a receipt at the branch. Enter the quantity that arrived for each product. Miridia adds a transfer in movement at the branch and reduces the in-transit quantity.

If only part of the stock arrives, the status changes to PartiallyReceived, and the remainder stays in transit. When all the stock arrives, the status changes to Received.

A transfer order moves stock at cost inside one business. If a franchisee that is a separate company buys stock from the head office, use a sales order instead. A sales order records the revenue and the cost correctly.

Action	Request
Create a transfer order	`POST /api/v1/transfer-orders`
Approve or reject	`PATCH /api/v1/transfer-orders/{transferOrderId}`
Dispatch	`POST /api/v1/transfer-orders/{transferOrderId}/dispatch`
Receive	`POST /api/v1/transfer-orders/{transferOrderId}/receipts`

POST /api/v1/transfer-orders

{
  "originLocationId": "<warehouse-id>",
  "destinationLocationId": "<branch-id>",
  "status": "Requested",
  "items": [
    { "productId": "<product-id>", "quantity": 24 }
  ]
}

PATCH /api/v1/transfer-orders/{transferOrderId}

{
  "status": "Approved"
}

POST /api/v1/transfer-orders/{transferOrderId}/receipts

{
  "items": [
    { "productId": "<product-id>", "quantityReceived": 24 }
  ]
}

Read the Transfer orders reference.

Next steps

Receive a purchase order

Create a supplier, order stock, and receive the stock in two deliveries. Then read the inventory ledger and the average cost.

Cost and produce a product

Build a bill of materials with a scrap factor and a labour cost line, calculate its cost, and complete a work order that posts to inventory.