Step by step
- Open Transfer > Transfer Stock List and choose Action > Edit on the transfer, or press Edit in its details window.
- Change Send At, Receiver Location, Receive At or Transfer Date if needed.
- Click a line to load it into the entry line and change the Send Quantity or Unit Cost (Exc. Tax); add a product with Search Product and Add; remove a line with the bin icon. The Received column shows what the receiver has already taken.
- Check the totals and the Note, then press Save Changes. The software goes back to the page you came from.
Good to know
- Once the receiver has received part of the stock, Send At and the receiver cannot be changed and a received product cannot be removed.
- The Send Qty of a line cannot be less than the quantity already received.
- Only the shop that made the transfer can edit it, with the permission to edit transfers.
- The stock of the sender is worked out again on save.