Transfer Worksheet

Overview:

The Transfer Worksheet is used to record transfers before entering them via the Transfer Entry feature. An example of the worksheet is shown below:

Things to know!

• This Worksheet will only be accessible and visible to users who are given access to this feature. 
• Transfer features must be enabled in your Company Settings (Company>Company Settings) to be visible on the menus. 
• This worksheet is utilized to record Transfers before entering Transfers. 
• The Transfer Worksheet can be for either a "From Site" (where the transfer will come from), or a "To Site" (who the transfer is going to).    
• The Transfer Worksheet can optionally list only the Inventory Items in a selected Inventory Item Group.
• For more information on Transfers, please click this link to Transfers - FAQs. 

Report Parameters

To run a Transfer Worksheet, use the Sidebar to navigate to the Transfers menu option and then select the Transfer Worksheet. Upon selection, a parameters screen like below will display:

Transfer Date: Select the date from the calendar drop-down for when the Inventory Transfer will occur.

From Site: Select the Site from the drop-down search that will be sending out the Transfer (coming from). 

To Site: Select the Site from the drop-down search that will be receiving the Transfer (going to). 

Inventory Item Group:  Select an Inventory Group to define the Items to include on the Transfer Worksheet. This is a required field for the Transfer Worksheet.

Run Report: Once you have selected your report parameters, click the Run Report button to list the report.

Transfer Worksheet

Selecting to Run the Transfer Worksheet Report will display a report similar to the below: 

Transfer count quantities can be entered in Pack Size, Count Unit, or in combination.

Report Options: For a description of the toolbar provided at the top of the report, please click this link to the Report Options link.

Re-display Report Parameters: After a worksheet has been run, the carrot ("^") at the upper right side of the report (next to the Close button) will re-display the report parameters. This option can be used in the event you want to change parameters and re-run the worksheet or report.