> For the complete documentation index, see [llms.txt](https://docs.elastik.mu/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.elastik.mu/enterprise-management-system/stock/stock-transfer/transfer-committed-reserved-or-consigned-stock.md).

# Transfer committed, reserved or consigned-in stock

Sometimes a customer is billed at one store, but the goods leave from another. The goods are already spoken for. A normal Stock Transfer cannot help, because it only moves stock that is free to sell. A Stock Transfer with a **Type** can move the promise itself: the invoice, order or consignment line follows to the other store.

This page is for store and warehouse managers who move stock between branches. You do not need any accounting knowledge.

## Which Type to pick

When you create a transfer you choose a **Type**. It says which kind of stock the transfer moves.

| Type on screen       | What it moves                                                                                  | Pick it when                                                      |
| -------------------- | ---------------------------------------------------------------------------------------------- | ----------------------------------------------------------------- |
| **QTY AVAILABLE**    | Stock that is free to sell. The Type you get if you change nothing.                            | A normal move between stores. Nothing on this page applies.       |
| **QTY COMMITTED**    | Goods on a **Sales Invoice** that has been issued but not yet delivered.                       | The customer has been billed, and a different store will deliver. |
| **QTY RESERVED**     | Goods set aside for a customer on a **Sales Order**.                                           | The order is booked, and a different store will deliver.          |
| **QTY CONSIGNED IN** | Goods a supplier has left with you on a **Purchase Consignment**, once you have received them. | The supplier's goods are in the wrong store.                      |

**Committed and reserved are not the same.** Committed means the customer has already been invoiced. Reserved means the customer has only ordered, and no invoice exists yet. Pick by the document the customer is on: invoice or order.

**What the transfer moves, and what it does not.** It moves the promise, not the stock figures. The item's physical stock figures in **View Stock** (quantity on hand and available) stay exactly as they were. After the transfer is received, the invoice line, order line or consignment line sits at the receiving store instead of the sending store.

## Steps

{% stepper %}
{% step %}

## Create the transfer and choose the Type

Click **Stock**, then **Stock Transfer**, then **Create New**. Set **From Store** to the store the line is at now and **To Store** to the store that will deliver it.

The window has a **Type** box. It opens on **QTY AVAILABLE**. Change it to **QTY COMMITTED**, **QTY RESERVED** or **QTY CONSIGNED IN**. Click **Submit**.

![](https://1263389357-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1RhHon09xexaW3qBPQub%2Fuploads%2Fgit-blob-fac20cef6db960a30ea85a3fba495e53e35f6eff%2Fstock-transfer-withheld-01-create-dialog.png?alt=media)

The transfer opens as a draft. **Type** is shown below **To Store**.
{% endstep %}

{% step %}

## Choose the lines with Select Items

Open the **Items** tab. For a Type other than Qty Available, the usual search box is gone. Click **Select Items** instead.

A window opens. Its title tells you which list you are in:

* **Items Committed List**: lines from Sales Invoices.
* **Items Reserved List**: lines from Sales Orders.
* **Items Consignment In List**: lines from Purchase Consignments. This list is empty until the goods have been received with a Goods Receipt Note. A Purchase Consignment that has only been approved does not appear.

Each row is one line of one document. **Reference** is the invoice, order or consignment. **Balance Qty** is how much of the line can still be moved. **Qty Transfer** is how much you will move. On the consignment list, the column headed **Customer Name** holds the supplier's name.

At the top you can search by item, reference or customer name (supplier name on the consignment list), set a date range, and sort. The list shows only lines held at the **From Store**, so it has no store column. If you are not sure which line is the right one, check the invoice, order or consignment first.

![](https://1263389357-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1RhHon09xexaW3qBPQub%2Fuploads%2Fgit-blob-a25e8919b1ace43fe7302fd81f69f81049c37151%2Fstock-transfer-withheld-02-select-items.png?alt=media)
{% endstep %}

{% step %}

## Tick the rows and set the quantities

Tick a row. **Qty Transfer** fills with the whole balance. Change it if you are moving only part of the line. Then click **Submit**.

Watch for three things:

* A quantity above the balance gives a red message, **You cannot input quantity more than quantity balance!**
* Nothing ticked gives **Please select at least 1 record.**
* A ticked row whose quantity you have emptied is left out, with no message. If a line you expected is missing, check for this.

When it works you see **Added successfully!** and the lines join the transfer. A line you have added on this transfer no longer appears in the list the next time you open **Select Items**.

![](https://1263389357-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1RhHon09xexaW3qBPQub%2Fuploads%2Fgit-blob-980c7a782995d692a4acbc00aa4b757f03148e56%2Fstock-transfer-withheld-03-lines.png?alt=media)
{% endstep %}

{% step %}

## Send it

Click **Send to Location** and confirm in the two windows, as on [Create and send a Stock Transfer](/enterprise-management-system/stock/stock-transfer/send-stock-to-another-store.md). It takes a few seconds. The transfer gets an **ST-** reference and the status **IN TRANSIT**.

Elastik checks the quantities when you send, not when you add the lines. Two drafts can both take the same balance. The second one to be sent is refused with a red message, **The following items are not having enough quantity committed to transfer**, followed by the item. For reserved stock it says *quantity reserved*, and for consigned stock *quantity consignment in*. The transfer stays a draft. Lower the quantity or remove the line.
{% endstep %}

{% step %}

## Check the withheld figures

Open the item in **Items**, then click **View Stock**. While the transfer is in transit:

* **Qty Committed** (or **Qty Reserved**, or the first figure of **Consigned In | Out**) has gone down by the amount you sent. These figures are explained on [View Stock](/enterprise-management-system/items/item-overview/view-stock.md).
* **Quantity Withheld** now shows two numbers, such as **(1) | 1**. Click either one to open a list showing the transfer that holds the stock, its **Type**, a **Store** and the quantity.

![](https://1263389357-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1RhHon09xexaW3qBPQub%2Fuploads%2Fgit-blob-b39a6c9cc760da57002ac6c034e26f355a2be90d%2Fstock-transfer-withheld-04-view-stock.png?alt=media)

The on-hand and available figures have not changed.
{% endstep %}

{% step %}

## Receive it at the other store

Receiving is the same as for any transfer. Follow [Receive a Stock Transfer](/enterprise-management-system/stock/stock-transfer/receive-a-stock-transfer.md): **Process Receiving**, count the quantities (or **Check In**), then **Receive Transfer**.

When the status turns **APPROVED**, **Quantity Withheld** goes back to **0 | 0** and **Qty Committed** is back to the full amount. The quantity you moved is now its own line at the receiving store. To see it, open the Sales Invoice and click **Generate Delivery Note**. In the **Delivery Note** window the item now has two rows, one for each store, and the delivery for the moved quantity comes from the receiving store.

![](https://1263389357-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1RhHon09xexaW3qBPQub%2Fuploads%2Fgit-blob-71f7be64b509ed6c420807ec26feed7bb4111bc1%2Fstock-transfer-withheld-07-after-receive.png?alt=media)
{% endstep %}
{% endstepper %}

## What is blocked while the transfer is in transit

Until the transfer is received, cancelled or rejected, Elastik will not let anyone use the quantity that is on its way. Someone at the sending store tries to deliver an invoice, and Elastik refuses. It is working as designed. The same stock cannot be delivered here and travelling to another store.

Only the quantity in transit is held. The rest of the line can still be processed. If an invoice line has 2 and 1 is travelling, the **Delivery Note** window that opens from **Generate Delivery Note** offers 1.

What you will see:

* **Delivery Note.** In the **Delivery Note** window, **Qty To Deliver** is already lowered, and a higher figure is not kept. In the draft Delivery Note, typing more gives a yellow message, **Qty to Deliver cannot be greater than Remaining Qty**, and the box goes back. If a draft Delivery Note was made *before* the transfer was sent, **Finalise** is refused with a red message:

  **Item Book014 - Dune is in Transit - ST-HO-2611-0002**

  The last part is the transfer that holds the stock. Open it to see where it is.

  ![](https://1263389357-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1RhHon09xexaW3qBPQub%2Fuploads%2Fgit-blob-b90380d08fef0d18ae6698da397f3134aeb6b495%2Fstock-transfer-withheld-05-blocked-delivery-note.png?alt=media)
* **Converting a Sales Order to a Sales Invoice**, for reserved stock. The same kind of message appears when you confirm the conversion.

  ![](https://1263389357-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F1RhHon09xexaW3qBPQub%2Fuploads%2Fgit-blob-838682890c7405955110e5c03febc9fea269dade%2Fstock-transfer-withheld-06-blocked-convert.png?alt=media)

Other documents that draw on the same stock can be refused in the same way.

To release the stock before it arrives, open the transfer and click **Cancel**, or **Reject**, which asks for a reason (see [Stock Transfer statuses](/enterprise-management-system/stock/stock-transfer/stock-transfer-statuses.md)). Both put the quantities back as they were.