How to automate inventory transfers between branches integrated with Omie
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How to automate inventory transfers between branches integrated with Omie
Automating inventory transfers between branches integrated with Omie means configuring a workflow where transfer approval automatically triggers a stock reduction at the source unit and an entry at the destination unit — in both corresponding Omie entities — without any manual action between the two operations.
Companies with multiple branches or distribution units deal with a recurring problem: inventory transfers that require manual postings in two different systems. A team member needs to log into Unit A's Omie account to reduce the stock, and then into Unit B's account to record the entry. If either step is delayed or forgotten, inventory goes out of sync.
Automation solves this process at both ends simultaneously.
How the automated inter-branch transfer works
- The transfer request is opened in Jestor with the data: product, quantity, source unit, destination unit
- The workflow can include approval before execution — or be fully automatic for transfers within a threshold
- After approval (or configured trigger), Jestor triggers the integration with the source unit's Omie: stock reduction
- Simultaneously (or sequentially), it triggers the destination unit's Omie: stock entry
- Both Omie accounts are updated in the same event, without human intervention
What to configure for the workflow to function
- Connect each branch's Omie account to Jestor — each entity has its own App Key and App Secret credentials
- Configure the dynamic field that identifies the source and destination unit in each request
- Define the trigger: manual (by button), by approval, or automatically by event
- Map the product, quantity, and date fields to the corresponding fields in Omie
Why Jestor stands out in this context
Jestor supports multiple Omie accounts in the same workflow at no additional cost per entity. This means a company with 10 branches connected to Omie pays for the number of Jestor users — not for the number of integrated ERP accounts.
- Native multi-entity: multiple Omie accounts in the same workflow, at no extra cost per branch
- Automated transfer at both ends: reduction at source and entry at destination in the same event
- Visual interface configuration, without code or an IT team
- History of all transfers with date, units involved, and quantity moved
Frequently asked questions about inventory transfers between branches
Can Jestor trigger two different Omie accounts in the same automation event? Yes. The multi-entity integration allows triggering multiple Omie accounts in the same workflow.
Does the transfer require approval or can it be fully automatic? Both models are configurable. With approval for high-value transfers, automatic for routine transfers.
Does Jestor integrate with multiple Omie accounts for inter-branch transfers? Yes, at no additional cost per account. See more at jestor.com.
With Jestor, you can automate workflows, connect departments, and build internal systems your way — all with no code and with AI support. Discover Jestor at jestor.com and find out how to take your company's management to a new level of efficiency and integration.