Transfer Report


This report allows you to specify criteria and can be used to report on open, closed, and canceled transfers.  To run:

  1. Click Inventory > Inter-Store > Transfer Report.  The Transfer Report window will appear.


    Fields and options include:

    Store Transferred To

    Allows you to select destination store

    Store Transferred From

    Allows you to select originating store

    Ship Date

    Allows you to select by shipped date

    Receive Date

    Allows you to select by received date

    Item Filter

    Opens item filter allowing you to set specific item criteria to search for

    Transfer or Request

    Choose whether to display transfers, requests, or both

    Open Transfers Only

    Check this to only include open transfers

    Include Canceled

    Check to also include canceled transfers

    Group By

    Check options to group by them.  Drag & drop items to the top of the list to sort by them.

    Page Breaks

    Check to include page breaks.

    See Cost

    Check to include cost.

    See Retail Price

    Check to include retail price.

    See Notes

    Check to include notes.

    Use Report Criteria Page

    Check to include the report criteria page

  2. Set desired criteria and click OK.
  3. The resulting report will show each transferred item meeting your criteria.

    Vendor Style

    The item’s vendor style number.

    Item #

    The item #.

    Description

    The description of the item.

    Transfer Type

    Whether this is a transfer or request.

    Ref #

    The transfer #.

    From Store

    The originating store.

    To Store

    The destination store.

    Assoc Shipped

    The associate that transferred the item.

    Assoc Rec/Cancel

    The associate that received or canceled the transfer.

    Date Shipped

    The date the transfer was shipped.

    Date Rec/Cancel

    The date the transfer was received or canceled.

    Shipping Service

    The shipping type.

    Qty / UOM

    For bulk, the shipped quantity.

    Tracking

    The shipping tracking #.

 

Updated on Wed, 29 Sep 2021 by Angela Chiaravalle

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