Inventory Slips

This document explains the create, submit, and approve flow for inventory slips (bucket) in Antpocket.

An inventory slip is a tool for grouping multiple inbound/outbound actions into a single document, then having an admin with approval permission review it and perform them all at once.

Related menu paths

• Actions > Create Inventory Slip — create a new slip, add actions to a slip in progress, submit
• Records > Inventory Slip History — search slips, view details, approve/reject, edit, delete

Permissions

Any regular member can create a slip itself. However, the actions placed inside a slip require the permission for that action type (Action: Inbound, Action: Outbound, Action: Transfer, Action: Adjustment), and approving/rejecting a submitted slip requires the Action approval (action.confirmable) permission. The Inventory Slip History page is visible to every space member. See the Members & Permissions guide for details.

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1. When should I use an inventory slip?

A single action performed on the Manage Inventory page in Inventory Management is reflected in warehouse quantities immediately. An inventory slip, by contrast, requires grouping multiple actions and putting them through an approval process.

It's useful in situations like:

• When a manager or agency needs to compile inbound/outbound changes and have an approver (admin) confirm them
• When you want to batch multiple inbound/outbound entries into a single approval (e.g. bundling a day's worth of sales-driven outbound into one approval)
• Environments that need two-step approval, reviewing content before actions are executed
• When you need to repeat the same inbound/outbound pattern often (copy an existing slip and reuse it)
• When an inbound/outbound request drafted by an AI needs a person to review and approve it (see Connecting AI)

Regular actions vs. the inventory slip flow

Item	Regular action (Inventory Management)	Inventory slip
When applied	Immediately	In a batch, after approval
Approval process	None	Draft → Submit → Approve/Reject
Good fit for	Handling inbound/outbound yourself	A manager/agency drafts it, an admin approves it

The four states of an inventory slip

State	Description
Drafting (making)	Not yet submitted. The author can add/remove/edit actions freely
Pending Review (submitted)	Submitted, awaiting review by someone with approval permission
Completed (confirmed)	Approved, and every action in the slip has actually been performed
Rejected (rejected)	Rejected by an approver. The author can revise it and resubmit

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2. Creating and deleting inventory slips

Page path: Actions > Create Inventory Slip

The top of this page lists the slips you're currently drafting or that were rejected (state making, rejected).

2.1 Creating a new slip

1. Click the Create New button at the top of the page.
2. Enter a title in the dialog. (optional — if left blank, it's automatically shown as InventorySlip_{id})
3. Click Create New to create an empty slip and immediately enter the edit screen.

2.2 Copying an existing slip

If you have similar inbound/outbound activity repeatedly, the Copy an Existing Slip button is convenient.

1. Click the Copy an Existing Slip button.
2. The space's existing slips are shown in a list in the dialog.
3. Click Select on the row you want, then click Copy at the bottom.
4. A new slip (state: drafting) with the same action composition is created, titled {original name}_copied, and its edit screen opens right away.

2.3 Reopening a slip in progress

Click Continue editing in the list table to open that slip's edit screen below the table; the page scrolls to it.

• The slip that's currently open is highlighted in the list. The Back to list button above the edit screen takes you back to the list.
• The status column shows a badge; Rejected slips have a red badge. If a reason for rejection was left, hover over the speech-bubble icon next to the badge to read it.

2.4 Canceling / deleting a draft

• Canceling a slip in progress: click Cancel Draft in the list. Clicking Confirm in the confirmation dialog deletes both the slip and the actions it contained. This has no effect on actual warehouse quantities (since it hasn't been performed yet).
• Deleting after submission or rejection: open the slip on the Inventory Slip History page and use the Delete button at the bottom of the dialog. Only the slip's author or the space owner can delete it, and a slip that has already reached Completed (confirmed) state can't be deleted.

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3. Adding actions to an inventory slip

The editing screen is split into left and right areas.

• Left: slip info (title, author, created at, processed at, note) and the list of included actions
• Right: a warehouse panel for adding actions (the same interface as the Inventory Management screen)

3.1 Editing slip info

You can edit the following fields with the pencil icon in the left panel:

• Title: shown at the top of the slip. Click the pencil icon to edit.
• Processed at: if left blank, it's automatically set to the time it's approved. To explicitly set a past date, click the pencil icon next to Processed at → pick a date → confirm.
• Note: a message or reference info for the approver. Multi-line input supported.

3.2 Adding actions from a warehouse

The warehouse panel on the right works the same way as the Manage Inventory page in Inventory Management.

1. Select a warehouse at the top of the panel.
2. In the product list, check the boxes for the products to act on, or enter the change amount (diff) with the +, -, = buttons on the right of each row.
3. Click Inbound / Outbound / Adjustment / Transfer at the bottom of the panel to open the add dialog.
4. In the dialog, specify the following and click Add {action}.
   • Inbound/outbound: you can optionally select a trading partner.
   • Transfer: you must select a destination warehouse.
5. On success, a snackbar reading "Inbound added. / Outbound added. / …" appears, and the item is added to the slip list on the left.

Note

At this stage, the action is only added inside the slip. It has no effect on actual warehouse quantities yet. That only happens once the slip is approved.

3.3 Bulk adding via Excel

To add multiple products to a slip at once, use the Create via Excel button at the bottom left.

1. Click Create via Excel → a dialog opens.
2. Specify the action type, warehouse (and destination warehouse for transfers), and trading partner (optional).
3. Download the template file, fill in the Product, Product Code, and Quantity columns, then upload it.
4. Review it as a table on screen, then proceed to add — many actions are added to the slip at once.

3.4 Removing an included action

Check the box on the left of an item in the slip list, click Exclude selected (N) at the bottom, and confirm to take it out of the slip. Use this when an item was added by mistake. (Clicking the item line itself doesn't select it.)

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4. Submitting an inventory slip

Once you're done filling in the slip, request review from an approver.

1. Click the Submit button at the bottom of the left panel. (only shown when the state is Drafting or Rejected, and disabled while the slip has no actions.)
2. Click Confirm in the "Do you want to submit this inventory slip covering N action(s)?" confirmation dialog.
3. Once submission completes, you're automatically taken to the Inventory Slip History page, and the slip's state changes to Pending Review (submitted).

Resubmitting a rejected slip

A rejected slip reappears in the list on the create page. Open it via Continue editing and a rejection notice appears at the top with the reason for rejection left by the approver, who reviewed it, and when. Make the necessary revisions, then click Submit the same way to resubmit it.

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5. Approving / rejecting an inventory slip

Page path: Records > Inventory Slip History

This page lets you search and browse the space's slips, and lets approvers approve or reject them. It's in the Records group of the sidebar and is available to every space member.

Users without the Action approval permission see Show only slips I created turned on when they first open the page. Uncheck it to see other members' slips too.

5.1 Searching slips

• Status tabs: use the All / Drafting / Pending Review / Completed / Rejected tabs at the top to view slips by state. Approvers also see the number of pending slips on the Pending Review tab (e.g. Pending Review (3)).
• Keyword: partial match on title. Press Enter or click Search to apply it.
• Show only slips I created: limit to slips where you're the author. Applies as soon as you check it.
• Reset filters: resets all conditions.

The list is split into numbered pages, with N total shown above the table.

Column	Description
Status	Drafting / Pending Review / Completed / Rejected (colored badge)
Title	The slip title. Slips filled through an AI connection also show a By AI badge.
Created by	Who wrote the slip
Created at	When the slip was created
Reviewed by	Who approved or rejected the slip
Status changed at	When the state last changed

5.2 Viewing slip details

Click a row in the list (or focus the row and press Enter) to open the slip detail dialog.

• Shows title, author, processed by, processed at, note, action composition, and more. A rejected slip with a reason also shows the reason for rejection.
• The following buttons appear at the bottom of the dialog.

Button	Description
Close	Closes the dialog.
Delete	Deletes the slip. Shown only to the author or the space owner, and not shown for Completed slips. (see 5.5 Deleting a slip)
Print	Prints the slip.
Edit	Opens the slip's edit screen so you can revise it. (see 5.4 Editing a slip)
Reject / Approve	Shown only to approvers, and only for slips in Pending Review state. (see 5.3 Approve / reject)

5.3 Approve / reject (approvers only)

This action is only shown to users with the Action approval (action.confirmable) permission.

When a slip's state is Pending Review (submitted), two buttons appear at the bottom of the dialog.

Button	Action
Approve	Confirm "Approve this inventory slip and perform its actions?" → every action in the slip is performed immediately, updating warehouse quantities. The state becomes Completed (confirmed).
Reject	In the "Are you sure you want to reject this inventory slip?" confirmation you can enter a reason for rejection (optional, up to 500 characters). The state becomes Rejected (rejected), and the author can read the reason, revise the slip, and resubmit.

• The confirmation for approve, reject (and delete) opens on top of the slip dialog. Choosing No takes you back to the slip dialog.
• The slip dialog closes only after the approval, rejection, or deletion has completed.

If the slip's processed at field is empty at the time of approval, it's automatically set to the current time at that moment. To record a past time instead, set the processed-at date beforehand on the edit screen before approving.

5.4 Editing a slip

Click Edit at the bottom of the detail dialog to enter the edit screen and revise the slip. Who can edit depends on the slip's state.

State	Who can edit
Drafting	The author or an approver
Pending Review	Approvers only
Rejected	The author only
Completed	Nobody

When you can't edit a slip, a one-line reason is shown instead of the Edit button.

5.5 Deleting a slip

Use the Delete button at the bottom of the detail dialog to delete a slip.

• Only the slip's author or the space owner can delete it.
• Only possible while in Drafting, Pending Review, or Rejected state.
• A slip in Completed state can't be deleted, since its actions have already been executed. To undo an incorrectly approved action, use the Action History > Go Back in Time feature in Inventory Management.

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6. FAQ

Q. Do warehouse quantities change as soon as I create or submit a slip?

No. A slip causes no quantity changes of any kind until it's approved. At the moment of approval, every action inside the slip is performed in a batch, and only then are warehouse quantities updated.

Q. I made a mistake in a slip that's already been approved. Can I undo it?

The slip itself can't be deleted. However, you can undo the resulting actions via Go Back in Time in Inventory Management's Action History, by clicking the order of the relevant action.

Q. I need to create the same slip every day. Is there a simpler way?

Use Copy an Existing Slip. It creates a new slip with the same action composition as a previous one, so you only need to revise a small part before submitting.

Q. I found a mistake after submitting.

• A slip in Pending Review state can only be edited by approvers. If you're an approver yourself, open the slip on the Inventory Slip History page and revise it directly via Edit.
• Otherwise, ask an approver to reject it. Once it's rejected, the author can revise it via Continue Editing on the create page or Edit on the Inventory Slip History page, and resubmit it.

Q. Are slips created by an AI approved the same way?

Yes. Slips submitted through an AI connection arrive as Pending Review exactly as described here, and warehouse quantities don't change until they're approved. See Connecting AI for details.

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Appendix: Glossary

Term	Description
Inventory slip (bucket)	A document for grouping multiple actions for approval and execution.
Action (action)	Inbound/outbound/transfer/adjustment. See Inventory Management for details.
Drafting (making)	Not yet submitted. Freely editable.
Pending Review (submitted)	Submitted, awaiting review by an approver.
Completed (confirmed)	Approved, with all actions reflected in warehouses.
Rejected (rejected)	Denied by an approver. Can be revised and resubmitted.
Reason for rejection	An optional explanation the approver leaves when rejecting. The author sees it on the edit screen.
Action approval (action.confirmable)	The permission code that lets someone approve/reject a submitted slip.