Editing a Transfer

Updated by Cheryl Wallace

The Shipping Instructions and Notes can be edited for all transfers, including those that have been fully received or cancelled.

The inventory can be changed on the Details tab only for open transfers (not closed or cancelled) that have not been fully received. New items can be added to the transfer, quantities changed, or unreceived items can be deleted.

If the Transfer Rental module is in use and a Partial Billing has been run against this transfer, items can only be added to the transfer.
  1. Look up the transfer under Locations > Transfers.
  2. Make any necessary changes to the Notes or Shipping Instructions on the General tab.
  3. Select the Details tab to change the inventory included on the transfer.
    1. Add inventory to the transfer
      1. Enter an item ID in the Add Details field. The item and related details will be moved to the grid with the default Transfer Qty of 1. Modify the Transfer Qty in the grid if required.
      2. If required, enter the Container No.
      3. If required, add the Cost Code for this item ID.
    The quantity being transferred cannot be greater than the quantity on hand at the From Location even if Allow Negative QOH is enabled for that location.
    1. Increase or decrease the quantity for non-serialized inventory on the transfer by changing the Transfer Qty in the grid for the Item ID.
    2. Remove an unreceived Item ID from the transfer by clicking at the far left of the row return the transfer quantity to stock.
    If a single line on the transfer is to be removed or cancelled, this line can also be closed. Click Closed to the right of the row on the Details tab and Save the change to the transfer. This prevents cancelling an entire transfer if there has been a change once the transfer document is created. If closing one or more line items leaves nothing to be received on the transfer, the transfer will be closed.
  4. Click in the edit tool bar to save the changes.

See also:

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