Reverting a stock transfer lets you undo its effects, adjust inventory, and restore your ability to edit details. Use this when the transfer had errors, wrong locations, or incorrect items/quantities, or you need to modify it. You can revert a transfer in Received or In transit status.
Note: Stock transfers in closed inventory periods cannot be reverted.
What does reverting do?
Reverses inventory changes at both Origin and Destination.
Restores the transfer to an editable status (Created).
Allows you to change Origin, Destination, Items, Quantities, or Transfer date.
Helps correct mistakes or update details before re-syncing.
When should you revert?
Revert when:
The transfer was marked as Received, but shouldn’t have been.
You chose the wrong locations or included incorrect items/quantities.
You need to edit details after clicking Received or In transit.
Step-by-Step: How to revert
Navigate to the Stock screen → Stock transfers tab.
Go to the Done table (or Open, if still in transit).
Click the transfer you want to revert.
In the transfer card, click ••• in the top-right corner.
Select Revert.
Inventory is automatically adjusted, and the transfer returns to Created status.
What happens next?
The transfer becomes editable again: change locations, items, quantities, or dates.
Stock levels at both Origin and Destination are corrected automatically.
Once edits are complete, proceed through the workflow again: Created → In transit → Received.
Unable to revert?
If the Revert option isn’t available, it’s usually because:
The transfer is in a closed inventory period. Katana locks it to preserve financial accuracy.
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