Transfer Report

This report allows you to specify criteria and can be used to report on open, closed, and cancelled 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 #.