How to Transfer a Quantity from One Product to Another
The system has no single command called “transfer a quantity from one product to another,” because each product has its own balance and cost. But you can easily do it with two linked operations: issue the quantity from the first product, then add it to the second product, keeping the same cost so that the stock balance in the accounts isn’t affected.
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Note: the Transfer Stock button on the product page moves the same product from one warehouse to another; it doesn’t move the quantity to a different product.
Choose the Right Method for Your Case
| Case | The Suitable Method |
|---|---|
| Correcting a mistake (for example, goods were received on the wrong product) or converting a quantity from an item to a substitute item | Method One: a manual issue requisition for the first product + a manual addition requisition for the second product |
| Discovering a difference between the actual balance and the system balance for both products during stocktaking | Method Two: stocktaking sheets |
| Converting the first product into a new product (packaging, cutting, manufacturing) with the cost calculated automatically | Method Three: the manufacturing order (requires enabling the manufacturing app) |
| The second product is a fixed bundle made up of the first product | Method Four: a pre-assembled bundle product |
Brief Workflow (Method One)
1. Find the cost of the first product → 2. A manual issue requisition for the first product → 3. A manual addition requisition for the second product at the same cost → 4. Review the balance and the entry
Method One: An Issue Requisition Then an Addition Requisition
Step 1: Find the average cost of the first product
Open the first product from Products and note the average cost price shown on its page. You will need this number to add the quantity to the second product at the same value.
Step 2: Issue the quantity from the first product
- Go to Stock Requisitions and click Add, then choose Manual Issue. (Or from the product page, click Issue Operation.)
- Choose the warehouse and the date.
- In the lines, choose the first product and enter the quantity to be transferred.
- In the Sub-Account field, choose an intermediary account (for example, an account named “Item Transfer Settlement”) — and the same account must be used in the next step.
- Write the reason for the operation in the notes, such as: “Transfer of 10 units to product (B),” then click Save.
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Note: the unit price in the manual issue requisition is not written manually; the system calculates it automatically at the product’s cost in stock.
Step 3: Add the quantity to the second product
- From Stock Requisitions, click Add, then choose Manual Addition. (Or from the second product’s page, click Add Operation.)
- Choose the same warehouse and the same date.
- Choose the second product and enter the same quantity.
- In the unit price, enter the first product’s average cost that you noted in Step 1.
- In the Sub-Account, choose the same intermediary account used in the issue requisition, then click Save.
Practical example
You have 10 units of “Oil 1 Liter (A)” with an average cost of 50, and you want to transfer them to “Oil 1 Liter – Offer (B)”:
- Manual issue requisition: product (A), quantity 10 → the issue value is 500.
- Manual addition requisition: product (B), quantity 10, unit price 50 → the addition value is 500.
- The result: the balance of (A) decreased by 10, the balance of (B) increased by 10, the intermediary account’s balance is zero (debit 500 and credit 500), and the total inventory value didn’t change.
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Warning: if you don’t choose an account in the Sub-Account, the system uses the default account for each requisition type (usually other debit parties for the issue and other credit parties for the addition), so a balance remains in each of them instead of offsetting each other. So it is preferable to choose the same account in both requisitions.
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Note: the unit price field appears editable in the addition requisition only for users who have the permission to edit the stock movement price.
If Stock Requisitions Are Not Enabled
From the first product’s page, click Add Operation and choose Subtract next to the quantity, then from the second product’s page, click Add Operation and choose Add while entering the unit price, and choose the same sub-account in both operations. This method is available for products that aren’t tracked by serial numbers or lots.
Method Two: Stocktaking Sheets
If it appears during stocktaking that the quantity is recorded on the wrong product, create a stocktaking sheet from Stocktaking Sheets that includes both products, enter the actual quantity for each, then click Reconcile. The system automatically creates an outgoing stocktaking sheet for the product that decreased and an incoming stocktaking sheet for the product that increased.
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Note: stocktaking sheets value the differences at each product’s average cost and don’t allow entering a price, so if the cost of the two products is different, Method One is more accurate.
Method Three: The Manufacturing Order
If the second product results from the first product (such as packing a 25 kg bag into 1 kg packs), use manufacturing orders: make the first product among the raw materials and the second product the main product. When the order is completed, the system issues the materials and adds the main product at a cost calculated automatically from the materials and the other costs.
Method Four: The Bundle Product (Pre-assembled)
If the second product is a bundle product of the pre-assembled type made up of the first product, adding a quantity of it with a manual addition requisition automatically deducts its components from stock at their cost.
Frequently Asked Questions
- Can “Transfer Stock” be used to transfer the quantity to another product? No, transferring stock moves the same product between warehouses only.
- Does the second product’s cost change? Yes, the manual addition requisition enters the average cost calculation for the second product, so make sure to enter the correct unit price.
- Does the system link the two requisitions to each other? No, each requisition is independent. Write the other requisition’s number in the notes for easier review later.