How To: View a Previous Stock Transfer Report

Stock can be transferred between sites and during the process a Stock Transfer Report is created. This can be viewed and printed at a later date either by transfer date or group transfer ID as follows:

  1. Open a Stock screen (show me how).
  2. Open the [ Adjustments | Adjustments ] screen.
  3. Change the Adjust Type to Transfer.
  4. Click on the Print icon on the button bar button on the Button Bar.
  5. In the Transfer Report popup:
  6. Select the date or date range of the transfer if you want to view all transfers that took place on a specific date or date range. If this is not required turn the traffic light filter to Red Traffic Light Filter .
  7. Select the Group Transfer ID from the drop down and turn the traffic light filter to Green Traffic Light Filter .
    Note: if this is not required leave the traffic light filter as Red Traffic Light Filter .
  8. Select the option for displaying the report by:
    • Stock Item
    • Source Site
    • Destination Site
  9. Select the type of labels to print (Optional)
    Note: labels must be setup beforehand, see How To: Set Up Labels.
  10. Click on OK.
  11. The Transfer Report will be displayed and can be printed.

See Also


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