Stock Transfer Receipt

Stock Transfer Receipt is the second step of the two-step inter-job stock transfer process. When a source job issues materials with type "Stock Transfer" (via Material Issue), the system automatically creates a Stock Transfer Note. This note appears in the destination job's Stock Transfer Receipt screen as a pending transfer waiting to be received.

By accepting the transfer, the destination storekeeper confirms that the materials have physically arrived, which creates new stock lots in the destination warehouse and generates the corresponding finance voucher (including GST for inter-state transfers if applicable).

Navigation: Main Menu → Logistics → Stock Transfer Receipt

Two-Step Transfer Process

Stock transfers in JobNext are a two-step process to ensure accountability at both ends:

Stock Transfer workflow showing Step 1 at source job (create issue, approve, stock deducted) and Step 2 at destination job (receive transfer, stock added) — Two-step stock transfer: the source job issues and the destination job receives. The Transfer Note links both steps.

Step	Who	Where	What Happens
Step 1: Issue	Source job storekeeper	Material Issue (Type: Stock Transfer)	Creates an issue note selecting the target job. On approval, stock is deducted from the source warehouse and a Stock Transfer Note is created.
Step 2: Receive	Destination job storekeeper	Stock Transfer Receipt (this page)	Views pending transfers, verifies physical receipt, and accepts. New stock lots are created in the destination warehouse with a finance voucher.

Transfer Receipt List View

The list shows all stock transfers targeted at the currently selected job. Use the Status filter to see pending, received, or all transfers.

Toolbar Actions

Button	Action
Export	Download the transfer list as an Excel file.
Ask AI	Open the AI assistant for transfer-related questions.

Filters

Search — Free-text search across all columns.
Status — Filter by Pending, Received, or All.

Step-by-Step: Receiving a Stock Transfer

How to Create a Stock Transfer 0:35

How to Transfer Stock Between Warehouses 0:38

Step 1: Navigate to Stock Transfer Receipt

Go to Logistics → Stock Transfer Receipt. Ensure the correct destination job is selected in the job selector. Pending transfers from other jobs will appear in the list.

Stock Transfer Receipt 0:19

Step 2: Open the Pending Transfer

Click on a pending transfer note to view its details. The transfer note shows:

Source Job — The job that sent the materials.
Transfer Note Code — The auto-generated transfer reference.
Issue Note Reference — The original material issue note at the source.
Materials — List of materials with quantities, rates, and lots dispatched.

Step 3: Verify and Accept

Physically verify the materials against the transfer note. If the quantities match, click Receive to accept the transfer. Upon receiving:

New stock lots are created in the destination warehouse with the transferred materials.
Stock transactions are posted as positive entries (type "Transfer In") in the destination job.
A finance voucher is generated recording the inter-job material movement. For inter-state transfers, applicable GST is calculated automatically.
The transfer note status changes to Received.

Important Notes

Pending transfers must be received: Until the destination job receives the transfer, the materials are "in transit" — they have been deducted from the source but not yet added to the destination. Monitor pending transfers to avoid discrepancies.

When to use stock transfers: Stock transfers are ideal when a project site has surplus materials that another site needs. This avoids unnecessary new purchases and reduces overall material costs across the organization.

Partial receipts: If only some of the transferred materials arrive (e.g., split shipment), check if the system allows partial acceptance. Consult your administrator for the configured transfer receipt policy.