---
title: "Add/Edit Inventory Transfer Form"
slug: "add-edit-inventory-transfer-form"
updated: 2026-08-10T20:22:20Z
published: 2026-08-10T20:22:20Z
canonical: "help.idibilling.com/add-edit-inventory-transfer-form"
---

> ## Documentation Index
> Fetch the complete documentation index at: https://help.idibilling.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Add/Edit Inventory Transfer Form

This form lets you add a new inventory transfer or edit an existing transfer transaction.

#### When Adding a New Transfer

This form is displayed when you initiate a new unsolicited or return-to-agent transfer, or when you approve an inventory request to be fulfilled by a transfer. Use this window to specify the header information as applicable for the type of transfer being added, and specify the SKUs (transfer detail items) being requested by this transfer transaction.

![UG template for Help](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/84269.png?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A38Z&se=2026-11-14T12%3A21%3A38Z&sr=c&sp=r&sig=VKdIC4ofNWC7SPjcL0j8CQP1RdmPTdHDaLZcTvl%2FxVQ%3D)

Depending on the type of transfer, you will be required to save the transaction at certain points before you will be permitted to proceed. After the transaction has been saved you can re-open the transaction to complete it via the Pending Transfers window or Transfer Search.

For details on adding a transfer, see:

[Completing a Requested Transfer](/v1/docs/completing-a-requested-transfer)

[Performing an Unsolicited Transfer](/v1/docs/performing-an-unsolicited-transfer)

[Performing a Return to Agent Transfer](/v1/docs/performing-a-return-to-agent-transfer)

#### When Editing an Existing Transfer

This form lets you edit and finish a partially completed transfer. From this form you can approve, reject or change SKU quantities, add or delete SKUs, pick and pack SKUs and mark the transfer as shipped.

![Edit Inventory](https://cdn.us.document360.io/3f7f8ade-bcb1-4ec8-af25-0c0ad8601afb/Images/Documentation/36220.gif?sv=2026-02-06&spr=https&st=2026-11-14T11%3A21%3A38Z&se=2026-11-14T12%3A21%3A38Z&sr=c&sp=r&sig=VKdIC4ofNWC7SPjcL0j8CQP1RdmPTdHDaLZcTvl%2FxVQ%3D)

For details on editing a transfer, see:

[Finishing a Requested Transfer](/v1/docs/completing-a-requested-transfer)

[Finishing an Unsolicited Transfer](/v1/docs/performing-an-unsolicited-transfer)

[Finishing a Return to Agent Transfer](/v1/docs/performing-a-return-to-agent-transfer)

#### Field Details

The upper (header) section contains configurable and read-only fields related to the transfer. Some fields are common to all transfer types while other fields apply specifically to one type.

The lower section (Transfer Detail Summary) lists the items or SKUs to be transferred (also referred to as transfer details).

#### Commands

The right-click menu for this section supports detail-level functions.

- Modify Items - This lets you set a transfer detail item to Picked or Packed.
- Delete
- Approve
- Approve Different Quantity
- Reject
- View Request
- View Approval History
- View Receiving
- New SKUs

The **Actions** button (only available when editing an existing transfer) supports transfer-level functions.
- View Receiving
- Submit for Approval
- Mark As Shipped
- Cancel

See also:

[Basic Transfer Work Flow](/v1/docs/basic-transfer-work-flow)

[About Transfer Search](/v1/docs/about-transfer-search)