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Preparing Transfers and Adding Warehouse Responsibles in "Stock Balancer"

Last updated: November 12, 2026

Approving the plan doesn't mean the stock has arrived: each warehouse still has to prepare its transfers with the right quantities, and any counting mistake later shows as a stock gap between the two branches.

With "Stock Balancer", each responsible person sees only the transfers leaving their warehouses and verifies them by scanning before they go, so you know where every transfer stands until it's keyed into "Edara".

Follow the Steps

Once the plan is approved, its transfers show under "Preparation" by status: "Confirmed", "In preparation", "Verified", then "Submitted".

Adding Warehouse Responsibles

Each person signs in with their own "Edara" account and sees the transfers leaving the warehouses you assign them:

  • Open "Settings", then "Warehouse responsibilities".
  • Click "Manage responsibilities".
  • Type the "Email" of their "Edara" account, and their "Name (optional)".
  • Choose their warehouses under "Responsible for".
  • Click "Add person".

Note: No password is set here, and an email can only be used once in the company.

To stop someone's access for a while, click "Switch off"; to delete them, click "Remove". Transfers they prepared keep their name.

Preparing and Verifying a Transfer

The responsible person counts each item in the transfer by scanning until it matches the quantity needed:

  • Open "Replenishment Process", then click "Prepare" on the transfer.
  • Scan each item in "Scan or search for an item", or change the count with "+" and "−".
  • For an item with serial numbers, scan or type the serial, then click "Add".
  • If the full quantity isn't there, click "Ship short…", choose the reason, then "Ship short".
  • Click "Mark verified".

To finish preparing later, click "Save and close"; to change a transfer after verifying it, click "Reopen".

Note: To count every item by quantity only, without serials, open "Settings" › "Preparation" and turn off "Require serial numbers when preparing a transfer".

Submitting the Transfer

After keying the transfer into "Edara", mark it submitted:

  • Click "Submit" on the transfer under "Verified".
  • Type the "Edara document code (optional)".
  • Click "Confirm submitted".

A submitted transfer can no longer be changed, and the plan closes once all its transfers are submitted.

Skipping the Remaining Transfers

To close the plan without sending the rest of its transfers, click "Skip remaining transfers", then "Skip transfers". Skipped transfers aren't sent, and if the need is still there, the next cycle recommends them again.

Important Things to Know

Try It Yourself

Sample data — it doesn't affect any real data. Click "Prepare", click the scan box to count the items, enter the serials, then "Mark verified", and after that submit the transfer.

You May Be Wondering

Does the responsible person need a new password?
No, they sign in with their own "Edara" account, matched by email.
What if the warehouse has less than the quantity needed?
Click "Ship short…" on the item and choose the reason.
Does "Submit" create the transfer document in "Edara"?
No, key the transfer into "Edara" first, then mark it submitted; you can add the document code with it.
Are skipped transfers cancelled?
No, they just aren't sent, and if the need is still there, the next cycle recommends them.

If you encounter any challenges or have questions during these processes, you can contact our technical support team, who are ready to assist you at any time.

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