Edit Stock Transfers

While in the process of creating stock transfers, if we had to stop the process due to any reason, we can go back to edit the stock transfer and complete the process. To start a stock transfer, please see Stock Transfers

To edit a stock transfer, first we need to locate the pending stock transfer (completed transfers cannot be 

  1. On the top toolbar, hover over Inventory > Click on List Stock Transfers. This will list all the stock transfers in this location. We can also use the filters on the left-hand side to search specifically for pending orders.
  2. Once the correct stock transfer is located, click on the transfer number hyperlink. This will open the stock transfer details page 
  3. On the Stock transfer details page, we have the option to delete or edit the pending transfer. Click on Edit Stock Transfer to edit the pending stock transfer.  
  4. The resulting page will only display the products that we originally selected to transfer. 
  5. On this page, we can select the quantity to be transferred. We can also populate the quantity by clicking on the "Autofill Quantities" button on the left-hand side of the screen. 
  6. Next, we select the destination bin location, or where we want to transfer the product to. We can use the drop-down box to select bin location. It is also important to note that OpenBoxes gives users the opportunity to split the line (green button on the right) and move this item to multiple destination bins.  
  7. After selecting the quantity and destination bins, click on Next. 
  8. Now we have the opportunity to review the stock transfer details before executing the transaction. Let's make a final check for accuracy. Once we are sure that everything is correct, we can proceed by clicking the "Complete Stock Transfer" button on the right. 
  9. Our stock transfer has been completed. The stock is now moved to the new bins. We are immediately taken to a confirmation page that captures all the details of our transaction. On the right-hand side, we also notice that the status has changed from "Pending" to "Completed".  
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