Stock Transfer cancellation, error correction, and settings

Stock Transfer cancellation and error correction

If you notice an error while the status is still Preparing, correct the warehouses, dates, or Items lines and save. If Items have already been shipped or received, first select Cancelled and verify that stock balances have been restored.

Upon cancellation from the In Transit status, Items return to the loading warehouse. When a received Stock Transfer is cancelled, the items are removed from the unloading stage and returned to the loading warehouse.

After cancellation, create a correct new Stock Transfer. Only delete a document that has affected accounting records in accordance with organizational rules, as a cancelled record maintains a clearer audit trail.

Administrator

The administrator manages the Stock Transfers series and numbering, field visibility and requirements, warehouses, organizations, and Staff permissions. Permissions for viewing, creating, editing, deleting, and exporting—whether for all records or only one's own—are granted separately.

Assigned assignees determine which of their own records team member will see. Organization scope settings may further restrict the list and the opening of the card. Stock Transfers is part of the Maximum plan.

If a Rivile or Rivile ERP integration is used, accounting units and additional error information may be displayed instead of local warehouses. Adjust these settings in accordance with your accounting processes.

Related articles

• Stock Transfer statuses, warehouse balances, and history
• Creating Stock Transfer, Items, and serial numbers