Phum Sales Guide

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Validate or cancel a stock move ​

Receipts, transfers and adjustments are stock moves. Each one starts as a draft, which changes nothing:

StatusMeaning
DraftBeing prepared. It can be edited
DoneValidated: stock has changed. It can't be changed any more
CancelledDropped without changing stock. It can be deleted

Who can do this: Anyone whose role can edit stock moves, such as Warehouse staff.

Step by step ​

Validate a move ​

  1. Open the draft move, for example from Inventory › Transfers.

  2. Check its lines. To change them, click Edit.

  3. Click Validate. The message asks you to confirm, because done moves can't be changed.

    The validate message

  4. Click Validate. The status is Done, and stock has changed.

    A done transfer

Cancel or delete a move ​

  1. Open the draft move and click More.

    The More menu of a draft move

  2. Click Cancel move to drop it, or Delete to remove it completely. Confirm.

A cancelled move can be deleted later.

Having trouble? ​

  • A message lists items that are short of stock: validating would take the shop below zero, or take stock reserved for orders. Nothing changed, and the move is still a draft.
  • A done move was wrong: it can't be undone. Make a new move the other way, for example a transfer back, or an adjustment.
  • There's no Edit or Validate on a receipt: it was made by a purchase. See Receive goods from a supplier.