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Stock and Debtors System

Dr.K.VANITHEESWARI,Ph.D.,

Assistant Professor,

PG and Research Department of Commerce

C.P.A College, Bodinayakanur.

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Under this system, the H.O. maintains the following accounts for keeping records of branch transactions:

  1. Branch stock account
  2. Branch debtors account
  3. Branch expenses account
  4. Branch adjustment account (for calculation of gross profit or gross loss)
  5. Branch profit & loss account (for calculation of net profit or net loss)
  6. Goods sent to branch account

The journal entries to be made at the head office under this system are as follows:

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JOURNAL ENTRIES

The journal entries to be made at the head office under this system are as follows:

1

For goods sent to branch

Branch stock A/c Dr.

To goods sent to branch A/c

2

For goods returned by branch to H.O.

Goods sent to branch A/c Dr.

To branch stock A/c

3

For sales made by branch

  1. If cash sales:

Cash/bank A/c Dr.

To branch stock A/c

(b) If credit sales:

Branch debtors A/c Dr.

To branch stock A/c

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4

For goods returned by branch debtors

Branch stock A/c Dr.

To branch debtors A/c

5

For cash received from debtors

Cash/bank A/c Dr.

To branch debtors A/c

6

For discount allowed to debtors

Branch expenses A/c Dr.

To branch debtors A/c

7

For bad debts

Branch expenses Dr.

To branch debtors A/c

8

For goods returned by branch directly to head office

Goods sent to branch A/c Dr.

Branch adjustment A/c Dr.

To branch debtors A/c

9

For agreed allowances to customers off selling price already taken into account while invoicing

Branch adjustment A/c Dr.

to branch Stock A/c

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10

For loss or shortage of stock

( i) if normal loss

Branch adjustment A/c Dr.

To branch stock A/c

(ii) If abnormal loss

Branch adjustment A/c Dr.

Branch profit & loss A/c Dr.

To branch stock A/c

11

For insurance claim recoverable

Insurance claim recoverable A/c Dr.

To branch P & L A/c

12

For surplus in stock

Branch stock A/c Dr.

To branch adjustment A/c

To branch P & L A/c

13

For goods sent by one branch to another branch

Goods sent to branch A/c Dr.

Branch adjustment A/c Dr.

To branch stock A/c

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14

For goods received by one branch to another branch

Branch stock A/c Dr.

To goods sent to branch A/c

to branch adjustment A/c

15

For apparent profit over the invoice price

Branch stock A/c Dr.

To branch adjustment A/c

16

For branch expenses paid in cash

Branch expenses A/c Dr.

To cash A/c

17

For closing ‘branch expenses A/c’

Branch adjustment A/c Dr.

Branch P & L A/c Dr.

To branch expenses A/c

18

For closing ‘goods sent to branch A/c’

Goods sent to branch A/c Dr.

To purchases or trading A/c

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19

For loading

  1. For loading of opening stock:

Stock reserve A/c Dr.

To branch Adjustment A/c

(b) For loading of goods sent to branch

Goods sent to branch A/c Dr.

T o branch adjustment A/c

(c) For loading of closing stock

Branch adjustment A/c Dr.

To stock reserve A/c

20

For closing ‘branch adjustment A/c’

Branch adjustment A/c Dr.

To branch P & L A/c

21

For ‘branch P & L A/c’

Brasnch P & L A/c Dr.

To General P & L A/c

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This method can be explained by taking an example:

Indian Soap Mills Ltd. Has two branches at Agra and Goa. Goods are invoiced to branches at cost + 50%. Branches remit all cash received to H.O. and all expenses are met by H.O. from the following particulars, prepare the necessary accounts, on the Stock & Debtors System, to show the profit earned at the branches:

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AGRA

GOA

Stock on 1st April, 1990 (invoice price)

9300

15600

Debtors on 1st April, 1990

6800

8700

Goods sent to branch (cost price)

34000

36000

Sales at branches:

Cash sales

25010

35000

Credit sales

31000

30100

Cash collected from debtors

30400

29800

Goods returned by debtors

1200

1500

Goods returned by branch to H.O.

1500

Goods transferred from Goa to Agra

2100

2100

Surplus of stock

300

Shortage of stock

450

Discount allowed to customers

200

350

Expenses at branches

5400

6700

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BRANCH STOCK ACCOUNT

Particulars

Agra

Goa

Particulars

Agra

Goa

To bal b/d

9300

15600

By cash

25010

35000

To goods sent to branch

51000

54000

By branch debtors

31000

30100

To braqnch debtors

1200

1500

By goods sent to branch

1500

-

To goods sent to branch A/c

By goods sent to branch

(goods received from Goa)

2100

-

(goods sent to Agra)

-

2100

To branch adjustment

By branch adjustment

(loading of surplus)

-

100

(loading of shortage)

150

-

To branch P & L A/c

By branch P & L A/c

(cost of surplus)

-

200

(cost of shortage)

300

-

By balance c/d

5640

4200

63600

71400

63600

71400

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Branch Debtors A/c

To balance b/d

6800

8700

By cash

30400

29800

To branch stock A/c

31000

30100

By branch stock (returns)

1200

1500

By branch exp. (discount)

200

350

By balance c/d

6000

7150

37800

38800

37800

38800

Branch expenses A/c

To branch debtors

200

350

By branch P & L A/c

5600

7050

To cash

5400

6700

5600

7050

5600

7050

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Branch adjustment A/c

To stock reserve

1880

1400

By stock reserve

3100

5200

To branch stock

By goods sent to branch A/c

17200

17300

(loading of shortage)

150

-

By branch stock A/c

To branch P& L

18270

21200

(loading of surplus)

-

100

20300

22600

20300

22600

Branch P & L A/c

To branch expenses A/c

5600

7050

To branch adj. A/c

To branch stock A/c

(gross profit)

18270

21200

(cost of shortage)

300

-

By Br. stock A/c

To net profit

12370

14350

(cost of surplus)

-

200

18270

21400

18270

21400

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A branch is said to be independent when it keeps a full system of accounting and maintains its own books of accounts. In other words, the branch carries on business as an independent unit, records all the transactions in its own books, extracts its own trial balance and prepare its own trading and profit & loss account and balance sheet.

Books of accounts: an independent branch generally maintains the following books of accounts:

  1. Journal (e) petty cash book
  2. Cash book (f) purchase book
  3. Ledger (g) sales book
  4. Stock register

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Procedure for incorporating branch accounts in the books of H.O.

Under this method the following journal entries are passed:

  1. For incorporation debit side items of trading account

Branch trading A/c Dr.

To Branch A/c

  1. For incorporating credit side items of trading account

Branch A/c Dr.

To branch trading A/c

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3. For closing branch trading account

(a) If gross profit

Branch trading A/c Dr.

To branch P & L A/c

(b) If gross loss

Branch P & L A/c Dr.

To branch trading A/c

  1. For incorporating debit side items of P & L A/c

branch P & l A/c Dr.

To Branch A/c

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5. For incorporating credit side items of P & L A/c

Branch A/c Dr.

To branch P & L A/c

6. For closing branch P & L A/c

(a) If net profit

Branch P & L A/c Dr.

To general P & L A/c

(b) If net loss

General P & L A/c Dr.

To branch P & L A/c

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7. For incorporating branch assets

Branch assets A/c Dr. (individually)

To Branch A/c

8. For incorporating branch liabilities

Branch A/c Dr.

To branch liabilities A/c (individually)

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