Edit a Partner Inventory Transfer Slip (Goods Dispatch / Goods Return)

• Overview
• Purpose
• Feature Description
• Instructions
• Important Notes

Overview

This section describes the function to edit and update the contents of a Partner Inventory Transfer Slip (Goods Dispatch Slip and Goods Return Slip).

Purpose

The editing function for Partner Inventory Transfer Slips is intended to allow for the correction of input errors or incorrect quantities, preventing inventory inconsistencies caused by erroneous operations.

Slips with the EDITABLE status can have their contents corrected before saving, reducing errors without the need to recreate the slip.

Feature Description

What is a Partner Inventory Transfer Slip?

A Partner Inventory Transfer Slip is a function used within the Partner Inventory feature to create a Goods Dispatch Slip to allocate inventory to a Buyer, or a Goods Return Slip to release allocated inventory.

This is only available in brand environments where the Partner Inventory feature is enabled.

Types of Data Sources

Partner Inventory Transfer Slips refer to the following two types as data sources:

• Product Inventory Item
• Undelivered SKU

Operation Types for Product Inventory Data Source

When using Product Inventory Item as the data source, there are two types of slip operations:

• Goods Dispatch Slip: Allocates inventory to a Buyer by drawing from the specified Source Location and Inventory Label.
• Goods Return Slip: Releases inventory allocated to a Buyer and moves it to the specified Destination Location and Inventory Label.

Operation Types for Undelivered SKU Data Source

When using Undelivered SKU as the data source, the slip operation type is automatically set to Goods Dispatch Slip.

Status of Partner Inventory Transfer Slips

Partner Inventory Transfer Slips have the following two statuses:

Only Partner Inventory Transfer Slips with the EDITABLE status can be edited.

Status	Description
EDITABLE	A state where inventory allocation or transfer is not yet complete and can be edited. If an inventory operation occurs, only the reservation has been made.
COMPLETED	A state where inventory allocation or transfer is complete and editing is no longer possible.

Editable and Non-editable Items

In the editing of a Partner Inventory Transfer Slip, only the following items can be changed:

• Code
• Document Date
• Note
• Maker Address
• Buyer Delivery Address
• Quantity for Partner Inventory dispatch/return

The following items cannot be changed:

• Target Buyer
• Data Source
• Operation Type
• Enabling/disabling of inventory operations, Locations, Labels, etc.
  • Changes related to inventory operations cannot be made for either Product Inventory or Undelivered SKU data sources.

Instructions

Navigating to the Inventory Transfer Slip Edit Screen

1. Click the Inventories menu.
2. Click the Partner Inventory tab.
3. Click the Transfer Slip tab.
4. Click the Edit button for a slip with the EDITABLE status.
   You will be directed to the "Edit Partner Inventory Transfer Slip" screen.

How to Fill Out the Form

Input Items Common to All Data Sources

Edit the following items as necessary:

1. Code
   Enter the code for the Partner Inventory Transfer Slip.

   This will be treated as the Slip Code.

2. Document Date
   Specify whether to set a document date or not using the toggle button.

   • Enable Set the document date.: Sets the document date. Also enter the year, month, and day. The date can be specified using the calendar icon.
   • Disable Set the document date.: Does not set a document date.

3. Note
   Enter the text to be included in the PDF.

4. Maker Address
   Specify whether to set a Maker Address or not using the toggle button.

   • Enable Set maker address: Sets a Maker Address on the Partner Inventory Transfer Slip. Also enter the Maker's address.
   • Disable Set maker address: Does not set a Maker Address on the Partner Inventory Transfer Slip.

   If Set maker address is enabled, select the following items from the dropdown to specify the Maker Address:

   • Input New Address: Manually enter various address information for the Maker Address.
   • Select Maker Address: Select a previously registered Maker Address. Modify the address information as necessary.

5. Buyer Delivery Address
   Specify whether to set a Buyer Delivery Address or not using the toggle button.

   • Enable Set buyer delivery address: Displays the Buyer Delivery Address on the Partner Inventory Transfer Slip. The address input fields become editable.
   • Disable Set buyer delivery address: Does not display the Buyer Delivery Address on the Partner Inventory Transfer Slip.

   If Set buyer delivery address is enabled, select the following items from the dropdown to specify the Buyer Delivery Address:

   • Enter a New Address: Manually enter various address information for the Buyer Delivery Address.
   • Select a delivery address: Select a previously registered Buyer Delivery Address. Modify the address information as necessary.

When Editing a Partner Inventory Transfer Slip with a Product Inventory Data Source

Edit the quantity of inventory to be Dispatched or Returned as necessary.

• If the Operation Type is Goods Dispatch Slip: Enter the quantity to be dispatched from the Source Location inventory.
• If the Operation Type is Goods Return Slip: Enter the quantity to be returned to the Destination Location inventory. The source for a return slip will be the inventory currently allocated to the Buyer.

Click the following bulk input buttons as necessary:

• + icon: Inputs the entire quantity of the Source Inventory Item.
• Trash icon: Clears the entered quantity and sets it to 0.

When Editing a Partner Inventory Transfer Slip with an Undelivered SKU Data Source

Edit the dispatch quantity of Backlog as necessary.

• Select the target Backlog SKU by checking its checkbox in the Backlog SKU list.
• When an U SKU is selected, a quantity input field will appear. Select the quantity to be dispatched from the dropdown.
• Multiple Backlog SKUs can be selected.
• Unnecessary Backlog SKUs can be excluded from the slip by unchecking them.
• You can filter Backlog SKUs by entering conditions in Filter SKUs.
• To select all Backlog SKUs that match the search criteria, click Select All.
• To uncheck all items, click Unselect All.

Updating the Partner Inventory Transfer Slip

After confirming the input contents, click Save or Save as Completed.

• Save: Updates the Partner Inventory Transfer Slip with the EDITABLE status again. Inventory allocation or transfer will be completed once you perform the completion operation later.
• Save as Completed: Updates the Partner Inventory Transfer Slip with the COMPLETED status. Inventory allocation or transfer is completed simultaneously with the update.

Important Notes

Cases Requiring Slip Recreation

If you need to change the Location or Inventory Label, you must delete the target slip and create a new one.

Additionally, slips with a COMPLETED status cannot be edited. If you need to change the contents, you must recreate the slip.