Transfers Report

Transfers Report

Transfers Report Overview

Transfer report type will display the product transfer data for stores from where the transfer was done, and the stores to which the transfer was done. 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 names of TO and FROM store locations, only according to the filters configured by you. The system will display several fields with detailed and automatically calculated information, separately for each transfer type.

Reaching the Transfers Report

To reach the Transfers 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 Transfers Report
See Figure A. You will see many types of inventory reports that will be useful to your retail business. 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 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 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 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. Type: This field defines the transfer that is initiated either To or From the store and is represented in the form of numbers.

2. UPC: It stands for Universal Product Code (UPC) which helps in tracking items at the store.

3. Item Name: This column displays the list of items' names that are either transferred to or from the selected store.

4. Quantity: This column lists the no. of units per product that are Transferred From or Transferred To the store.

5. Cost Each: This column displays the cost per unit of the items.
6. Total Cost: Total cost is calculated as cost per unit x no. of units transferred.
7. Created By: This column will display the name of the creator of the transfer (the person who created that particular transfer).
8. Applied To: This column displays the name of the concerned person who accepts the incoming transfer request.
9. Applied By: Here, the name of the person appears who has initiated the transfer process of the items.
10. Time Stamp: This field displays the date and time of the transfer process initiation.

2. "Transfer Report" Filter options

Now, let's understand the custom filter options to generate the "Transfer" report by setting up specific criteria.

2.1 Saved Filter and Custom Filters for "Transfer" Items

You can generate the "Transfer" 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" 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 the "Manage Filter Category," say, "Department" you will see many options listed below. See (Figure F) above.

2.2.1: Filter Items by Different Categories

See Figure G. Now, let's see how to check the "Transfer" report using different filters. The data in the "Transfer" 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.

2.2.2 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 Report according to the selected time period.


                                                                                                       Figure K

3. Generating "Transfer Report" After Applying Filters

  1. Once you apply the desired filter, it will take you back to the "Transfer Report" main page.
  2. Then click on "Generate Report" to generate the filtered report.  
Here you can see the selected location - "Oneonta," and grouped by location.


                                                                                          Figure L


                                                                                  Figure M

The stores are represented in the form of store numbers, i.e., 1, 2, 3, and so on, and their numbers are mentioned next to the location name.
See Figure M - Location-1 Oneonta, Location-2 Middletown. It means the following: Location 1 is Oneonta and Location 2 is Middletown.

The two types of Transfers:
  1. Transfer To: This type of transfer suggests that the process is initiated from any store TO the selected store. In this case, any store process will be initiated to add item quantities to the store, and hence in the quantities column, the item value is represented in a positive manner. See Figure M.
  1. Transfer From: This type of transfer suggests that the process is initiated FROM the selected store to any other store. In this case, the process is initiated to add the item quantities from the store, and hence in the quantities column, the item value is represented in a negative manner. See Figure M.

Quantities, Total Cost, and Total

  1. Quantities: If the value of the item quantity is positive in the quantity column then the same amount of items are added to the store whose location is mentioned in the location label. In case the quantity value is negative (-), then the same amount of items are transferred from that store to the selected location.
  1. Total Cost: Total cost of the items that are being transferred to or from is calculated as- transferred quantity value X cost per item.
  2. Total: The total is calculated as follows: 
Total quantity = The total of transferred item quantity of Location 1 + The total of transferred item quantity of Location 2.

Checkbox Filters

(See Figure N). The checkbox filters highlighted in Figure N below will impact the transfer report as described below:
  1. Show Xfer Store Sums: This filter groups and totals individual "store totals" together. It makes it easier to see the summed totals for each location.

                                                                             Figure N
  1. Show Department Sums: This filter will display the transfer report department-wise.                                                                   Figure O
  2. Only Open Transfers: This filter will organize the report with transfer records that have just been created from one store and are in the queue to get accepted by another store. It implies that it will only show the records of the transfers that have just been initiated.
                                                                               
                                                                                   Figure P
  1. Omit Activity From Store: This filter option will omit the transfer from the selected store. From the "Omit from Store" drop-down list, select the name of the city that you wish to omit.

                                                                             Figure Q

When this filter is applied, as depicted in Figure P, store no. 6 Catskill is omitted, and in the report, no record for store 6 is shown.
You can choose multiple checkbox filters, and the results will be displayed in combination.

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