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Tracking and transferring stock sent off-site

If your business sends stock off-site for further value adding (in other words, not just to hold inventory), you'll need to remove the stock sent off-site from your normal trading stock until it's ready to sell.

This is a fairly specific scenario and might not suit your needs. If you're simply working with multiple inventory locations, see Multiple inventory locations.

In AccountRight, you'll first need to set up an account and item to track the off-site stock. Then you can use the Build items function to transfer stock to and from your inventory.

We'll use the following example for the steps below:


XYZ Seafood buys and sells bulk fish. Occasionally they send excess fish off-site to be canned at a local manufacturing plant. The canned fish is then returned to XYZ Seafood and on sold to nearby supermakets. In one instance, XYZ Seafood had an excess of Green Finn Tuna. They send 5 crates of tuna off-site for processing and receive 625 tins in return.

But no matter your business' specifics, these steps and principles in tracking off-site stock will work for you.

Before you begin

Before you can transfer and track off-site stock, there's a couple of things you need to set up.

Transferring and tracking off-site stock

With your company file set up, transferring off-site stock is a simple process using the Build Items function.

Before you start, take note of the average cost of the trading stock item number, as you'll need it for the following steps. You'll find this information  in the Items List (Summary) report (Reports > Index to Reports > Inventory > Items List (Summary)).