Transfer Cost Comparison

Transfer Cost Comparison

Transfer Cost Comparison Overview

The Transfer Cost Comparison report will display the product transfer data for all the store locations of your company. The primary purpose of this report type is to compare the value of the cost and quantity of each product transferred across multiple store locations. Multiple different types of sorting functionalities and filters can be configured as per your requirements. The system will display the records of product transfers with costs and quantities for each store location, but only according to the filters you have configured. The system will display several fields with detailed and automatically calculated information, separately for each transfer type.

Reaching the Transfer Cost Comparison Report

To reach the Transfers Cost Comparison Report, follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Reports
  4. Step 4: Choose Inventory Reports
  5. Step 5: Choose Transfer Cost Comparison
See Figure A. You will see many types of inventory reports that will be useful to your retail businesses. By clicking the "Choose Report" drop-down selection, you will see the different types of inventory reports.

                                                                                      Figure A

By clicking "Transfers Report," you will be redirected to the "Transfers Report," where you can see relevant filtering and sorting options.

                                                                           Figure B

1. Generating Transfer Report

To generate the "Transfer Cost Comparison Report" follow the steps below. (See Figure B above)
  1. From the "Inventory Report" page, you will see the "Choose Report" drop-down selection.
  2. By clicking the drop-down selection, you will see different types of inventory reports in alphabetical order.
  3. Search for "Transfer Cost Comparison Report" from the list and click on it.
The following data gets fetched in tabular format when you click on the "Generate Report" button in the top right corner; the "Transfer Cost Comparison Report" report will be displayed as highlighted in Figure C.

                                                                       Figure C
The following data gets displayed in tabular format to know what items are transferred to and from which store in the selected time period.

1. Transfer from Store: This column of the report displays the "Transfer of Items" that has been initiated FROM the store.
2. Transfer to Store: This column of the report displays the "Transfer of Items" that has been initiated TO the store.
3. UPC: It stands for Universal Product Code (UPC) which helps track items at the store.
4. UPC Description: This column displays the list of items that are either transferred to or from the selected store.
5. Qty Transferred: Here, the total item quantity value that is transferred FROM one store TO another is mentioned.
6. From Store Cost Each: This column will show the cost of each item while it is being transferred FROM the store.  
7. From Store Total Cost: This column will show the total cost of all the items that are being transferred FROM the store.
8. To Store Cost Each: Here, the cost of each item while it is being transferred FROM the store.
9. To Store Total Cost: This column will show the total cost of all the items that are being transferred TO the store.
10. Cost Difference: Since the cost and price of an item can vary location-wise, we are generating a report for "Transfer Cost Comparison" here. Cost difference will be calculated as the difference between the cost values of "From Store Cost Each" and "To Store Cost Each."
11. Time Stamp: This field displays the date and time of the transfer process initiation.

2. "Transfer Report" Filter options

Let's understand the custom filter options to generate the "Transfer Cost Comparisonreport by setting up specific criteria.

2.1 Save Filter and Custom Filters for "Transfer Cost Comparison" Items

You can generate the "Transfer Cost Comparison" report for all store locations with the "Show All" option or a customized report with "Custom Filter.

                                                                              Figure D
You will see the different tabs to filter the items for the item "Transfer Cost Comparison" report. You can choose the required filter category.
  1. You can select the saved custom filter from the drop-down selection.
  2. The "Manage Filters" button will open the list of the saved custom filters. See Figure E.

                               Figure E

                                                                                   Figure F
  1. Select Filter: You can select any filter from the list to generate the desired "Transfer" report. Select the filter from the list, and then click on the "Select Filter" button.
  1. Select "Manage Filter Category," say "Department," and you will see many options listed below. See (Figure F) above.

2.1.1: Filter Items by Different Categories

See Figure F. Now, let's see how to check the "Transfer Cost Comparison" report using different filters. The data in the "Transfer Cost Comparison" report can be filtered into different categories as well. The filter options are:
  1. Manufacturer: If you select "Manufacturer," you will see the manufacturer-specific inventory data in the report of the items that are transferred.
  1. Department: If you select "Department," you will see a report of items that are transferred department-wise. 
  1. Category: If you select "Category," you will see the product's category-wise inventory data in the report. You can check the inventory data in the report at the category level. You need to select the level from the "Category" drop-down selection. 
  1. Tag: If you select "Tag," you will get the tags-wise inventory data for the group that is entered in the product details. When you select the "Tag," the specific tag group will be enabled. 
  1. By  Vendor: If you select "Vendor," you will get the vendor-wise inventory data for the group that is entered in the product details. 

                                                                    Figure G
1. Selected List: You will have one flag to decide whether you want to "Include" or "Exclude" the selected records when "Figure G" is generated.
  1. Include: If the flag is selected as "Include," it means the "Transfer Report" will be generated by applying the selected records. See Figure G above.
  2. Exclude: If the flag is selected to "Exclude," it means the "Transfer Report" will be generated without including the selected records. See Figure G above.
2. Clear Selection: You can remove any record from the list by clicking the "Remove" (x) icon. If you want to remove the whole selection, click the "Clear Selection" button.

2.1.2 Save Custom Filter

You can also save the configured custom filters for future use. By clicking the "Save Filters" button, a pop-up will appear to allow you to enter the name of the custom filter.

                                                                                   Figure H
  1. Click on OK to save the filter; once saved, click on "Apply" to apply the filters to the report.

2.2 Date Range

  1. You can filter your sales data in the report between the dates and select a specific time from the Start Date and End Date drop-down calendars. 
  1. By clicking the edit box, you will get the drop-down calendar to select the specific date range. You can also enter the date manually in mm/dd/yyyy format.
  1. You can also generate a report with a specific time duration (till morning/evening), and you can select the particular time (hour and minutes) from the date selection. See Figure I.

                                                                                           Figure I

                                                                                              Figure J

2.3 Presets

Presets label is provided to select the specific duration/interval to generate the Transfer Cost Comparison report according to the selected time period.

                                                                                Figure K

3. Generating "Transfer Cost Comparison Report" After Applying Filters

Fill the following fields:
  1. Filter Type: Choose filter type - Custom/Show All.
  2. Transfer Types: All Transfers/ Show only "Transfers To" Transfers/ Show only "Transfers From" Transfers.
  3. Store: Pick the store location for which you want the "Transfer Report" to display. The location is selected from the associated location drop-down menu. 
  4. Start Date: Pick the Start Date for the transfer time period from the associated drop-down calendar.
  5. End Date: Pick the End Date for the transfer time period from the attached drop-down calendar.
Once you apply the desired filter, it will take you back to the "Transfer Cost Comparison Report" main page.
  1. Then click on "Generate Report" to generate the filtered report.  
  2. Here you can see the selected location - "Oneonta," and grouped by location.

3.1 "All Transfers" for Oneonta

                                                                           Figure L

3.2 "Only Transfer To" for Oneonta

                                                                                Figure M

The transfer data in the report is for only transfers to "Oneonta" location.

3.3 "Only Transfer From" for Oneonta

                                                                                                    Figure N
The transfer data in the report is for only transfers from "Oneonta" location.


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