Keep movement and receipt connected
Define who requests, dispatches and receives stock. Use a transfer reference, count at dispatch and count again on arrival. Agree how goods in transit are represented in your configured system.
Your working checklist
- Confirm item codes and units at both locations.
- Record dispatched quantities and transport evidence.
- Investigate shortages or damage before closing the transfer.
- Review old unconfirmed transfers and repeated variances.
Put it into practice
A physical movement without a recorded transfer can make one branch appear short and another overstocked. Ask to see the stock-transfer screen with a partial receipt or discrepancy example. Agree the exception procedure before rollout.
Questions before you decide
Where should I start?
Use the checklist with your operations and finance teams, then bring a representative example to a Crystal ERP demo.
Is this a quotation or professional advice?
This is a practical buying or operating guide. Obtain a written software quotation and use your accountant or relevant adviser for business-specific decisions.