When making transfers, sometimes we realize that things are missing, or that the information is not correct, for example, it is very possible that when we receive them we should enter the actual amount we have received.
Stockagile allows you to edit the products in a transfer whenever you need to.
Requirements for editing the products of a transfer
Having created a transfer, we can see how to create a transfer in the section Create, prepare, send and receive a transfer.
Edit the products of a transfer
Go to the side menu and click on the TRANSFERS button in the INVENTORY section.
You will see the list of transfers. Click on the transfer with the status"Pending confirmation".
The screen with the detail of the products that are part of the transfer will appear.
You have the option to review the details of the transfer, where you can see the status, who created, drafted, prepared and sent it.
Click on the delivery tab, and a screen similar to the products screen will appear, but with the options to:
Cancel shipping: This cancels the delivery and returns the stock to the sender so they can review it. You can add a note in the "details" section so the recipient can see the reason for the cancellation.
Receive a pre-filled or empty delivery note. Depending on your choice:
Receive a pre-filled delivery note: This is the default option for receiving all items.
Receive an empty delivery note: This allows you to edit the quantities received.
After completing the previous step, the transfer will change to "Pending confirmation." If you need to add or remove a product, you can do so at this time (you'll see that the options to add and remove products are now active).
Once you've changed the necessary information, whether to cancel, edit, or confirm, you can click the "Confirm" button to finalize the process.
Step 5: Delivery screen in "Shipped" status
Step 5: Delivery screen in "Pending to confirm" status