Sometimes mistakes happen, or stock needs to be adjusted after a transaction is completed. Instead of manually correcting the stock, you can easily reverse a transaction. A reversal automatically creates the opposite transaction type (Out or Reverse Transfer), ensuring your records and stock levels remain accurate.
If you’re not familiar with creating a transaction, see our guide on how to create a warehouse transaction.
Steps to Reverse a Transaction
Access Transactions
After logging in, go to the Supplies section from the sidebar and select Transactions. This will display a list of all your existing transactions.
Choose the Transaction to Reverse
Locate the completed transaction you want to undo. Click on it to open its details and then select Reversal.
Review the Reversal Type
If the original transaction was an In, the reversal will create an Out transaction.
If the original transaction was a Transfer, the reversal will create a Reverse Transfer.
Adjust the Details (Optional)
Keep the exact parts and quantities to undo the transaction fully.
Adjust the transaction name or description if needed.
Save the transaction as Draft or Submit if you’d like to make further changes before finalizing.
Execute the Reversal
Once you’re ready, click Execute. The reversal transaction will be processed, and your stock levels will be updated automatically.
