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๐Ÿ”„ Branch Transfer to Stock Accounting

Branch transfers that match themselves

Moving stock between locations shouldn't mean two mismatched entries and a month-end argument. PeppyBooks records each transfer once โ€” dispatched at the source, tracked in transit, received at the destination โ€” with the stock accounting handled at both ends.

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  • Set up in under 10 minutes
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The workflow

From dispatch to received and matched

Every step below happens in PeppyBooks, on one database. Data entered once carries all the way through.

  1. 1 Request Transfer raised
  2. 2 Dispatch Stock out at source
  3. 3 In transit Tracked
  4. 4 Receive Stock in at destination
  5. 5 Match Matching entries
  6. 6 Books Both branches posted
Who it's for

Built for teams like yours

Multi-branch retailers

Stock moved where it sells, cleanly accounted.

Distributors

Depot-to-depot transfers with in-transit visibility.

Franchise networks

Central-to-outlet stock, matched automatically.

The problems this solves

Before PeppyBooks โ†’ after PeppyBooks

Transfers entered twice, never matching
One transfer creates matching entries both sides
Stock 'lost' while in transit
In-transit status until goods are received
Branch stock value that doesn't add up
Stock accounting posted at both branches
01

One transfer, both sides accounted

A branch transfer dispatches stock at the source and receives it at the destination, with the matching journals created automatically.

Transfer requests with approval

Stock-out at source, in-transit tracking

Stock-in and variance handling on receipt

Matching entries at both branches

02

Multi-branch stock that always balances

Because every branch posts to one structured books, consolidated and per-location stock value is always right.

Live stock by branch and warehouse

Transfer registers for audit

Damage and shortfall handling

Consolidated and per-branch valuation

What you get

The outcomes that matter

No mismatched entries

Both sides match from one transfer.

Nothing lost in transit

Goods are tracked until received.

Branch books that balance

Stock value correct at every location.

Included in plans from $17/user/month โ€” every plan starts with a full-featured trial. See pricing Start for free

Works with what you already have

Native to the PeppyBooks platform, open where it counts.

Reports that come standard

  • Inter-branch transfer register
  • In-transit stock
  • Stock value by branch
  • Transfer variance log
  • Consolidated stock valuation
1database, end to end
0re-typing between steps
14 daysfree on every plan
FAQ

Common questions

How do inter-branch transfers work?

A transfer dispatches stock at the sending branch, tracks it in transit, and completes with a matching receipt entry at the destination โ€” accounted at both ends automatically.

What happens if goods are short or damaged on arrival?

Variances are handled on receipt, with the difference recorded and reported.

Is stock value correct per branch?

Yes โ€” each branch posts to one books, so per-location and consolidated stock value always match.

Start for free โ€” 14 days, no card