{"id":18588,"date":"2023-02-22T15:41:53","date_gmt":"2023-02-22T20:41:53","guid":{"rendered":"https:\/\/certek.com\/kb4\/?p=18588"},"modified":"2023-06-13T16:17:10","modified_gmt":"2023-06-13T20:17:10","slug":"inventory-transfer-report","status":"publish","type":"ht_kb","link":"https:\/\/certek.com\/kb4\/knowledge-base\/inventory-transfer-report\/","title":{"rendered":"Inventory Transfer Report"},"content":{"rendered":"\n

In Artisan, you may transfer items to your different store locations when necessary. To learn about Inventory Transfers, click here. To run details about the transfers, such as the items transferred, quantities, date\/time the transfer took place, and more, run the “Inventory Transfer Report<\/strong>.”<\/p>\n

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Accessing the Report<\/h3>\n

To access the report, go to “Reports<\/strong>,” “Inventory Reports<\/strong>,” and “Inventory Transfer Report<\/strong>” from the toolbar.<\/p>\n

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Or, from the “Main Menu<\/strong>,” click on “Reports<\/strong>.”<\/p>\n

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Select “Inventory Reports<\/strong>.”<\/p>\n

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Choose “Inventory Transfer Report<\/strong>.”<\/p>\n

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Either way, you’ll end up at the following screen.<\/p>\n

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Report Fields<\/h3>\n

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Like many Artisan reports, you can narrow or broaden your report with different fields.\u00a0<\/p>\n

Date Range:\u00a0<\/strong>Enter in a date range by typing or selecting the calendar. If any inventory transfers took place within this range, they will show on the report.<\/p>\n

From Site:\u00a0<\/strong>Select the site where the items were moved from.<\/p>\n

To Site:\u00a0<\/strong>Select the site where the items were moved to.<\/p>\n

Transfer Status:\u00a0<\/strong>Select if you want to view only completed transfers (the items were accepted at the destination site) or pending transfers (the items are still waiting to be accepted at the destination site).<\/p>\n

Group By:\u00a0<\/strong>You can further section your report by grouping by vendor, category, and item codes.<\/p>\n

Order By:\u00a0<\/strong>Select if you want the report listed by date and time, item code, description, or quantity transferred.<\/p>\n

You may save these presets for later by selecting the “Save as Defaults for this Report” checkmark. Everything except dates will save.<\/p>\n

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Report Example<\/strong><\/h3>\n

Transfer Status:\u00a0<\/strong>Completed Transfers<\/p>\n

Group By:\u00a0<\/strong>No Grouping<\/p>\n

Order By:\u00a0<\/strong>Date \/ Time<\/p>\n

In this example, we chose a date range of a few months and chose to view only completed transfers, without grouping and sorted by the date and time the transfers occurred.<\/p>\n

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Transfer Status: Completed Transfers<\/strong><\/p>\n

Group By:\u00a0<\/strong>Category<\/p>\n

Order By:\u00a0<\/strong>Date\/Time<\/p>\n

For this report, our completed transfers are separated by category and organized by the date and time they were transferred.<\/p>\n

\"\"<\/a><\/p>\n","protected":false},"excerpt":{"rendered":"

In Artisan, you may transfer items to your different store locations when necessary. To learn about Inventory Transfers, click here. To run details about the transfers, such as the items transferred, quantities, date\/time the transfer took place, and more, run the “Inventory Transfer Report.” Accessing the Report To access the…<\/p>\n","protected":false},"author":17,"comment_status":"closed","ping_status":"closed","template":"","format":"standard","meta":{"_eb_attr":"","_monsterinsights_skip_tracking":false,"footnotes":"","_members_access_role":[],"_members_access_error":""},"ht-kb-category":[312],"ht-kb-tag":[],"class_list":["post-18588","ht_kb","type-ht_kb","status-publish","format-standard","hentry","ht_kb_category-reports"],"_links":{"self":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/18588","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb"}],"about":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/types\/ht_kb"}],"author":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/users\/17"}],"replies":[{"embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/comments?post=18588"}],"version-history":[{"count":4,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/18588\/revisions"}],"predecessor-version":[{"id":18659,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb\/18588\/revisions\/18659"}],"wp:attachment":[{"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/media?parent=18588"}],"wp:term":[{"taxonomy":"ht_kb_category","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-category?post=18588"},{"taxonomy":"ht_kb_tag","embeddable":true,"href":"https:\/\/certek.com\/kb4\/wp-json\/wp\/v2\/ht-kb-tag?post=18588"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}