How To: Review & Adjust Inventory Transfers

End user · Yellow Dog Inventory 2026

WHY IT'S IMPORTANT

If your organization moves stock between stores, transfers keep on-hand quantities accurate at both the issuing and receiving locations. Reviewing transfer reporting confirms what was issued and accepted, and editing transfer quantities lets you correct mistakes before they affect your inventory and accounting export.

PREREQUISITES

• Permission to edit transfer quantities (required to adjust issued transfers).

• The item being transferred must be available in both the issuing store and the receiving store.

STEP BY STEP

Review transfers in reporting

1. Go to Reports > Standard Reports.

2. Open the Purchasing folder, then select Inventory Transfers and Detail.

3. Select Filters and set a date or date range. You can also choose a relative range, such as Yesterday or Last 7 days.

a. By default, the report includes all stores, levels, vendors, and transfer statuses.

b. Filter to specific stores, levels, vendors, or transfer statuses as needed.

4. Select Generate in the bottom right.

Key Columns

The Detail transfer report shows how much of each item was issued and accepted, the issue and accepted cost, any shortage quantity, who committed the transfer and when, and the document’s current status.

COLUMN	DESCRIPTION
Document Number	The number assigned to the transfer. Yellow Dog generates document numbers automatically, but you can update them manually with the appropriate permissions.
Document Status	The current status of the transfer.
Vendor Price	The vendor price assigned to the item.
Quantity Issued	The quantity on the issued (committed) transfer.
Quantity Accepted	The quantity on the accepted transfer.
Total Issue Cost	The total cost of the transfer when it was committed and issued.
Shortage	The quantity of any items that could not be accepted (for example, damaged or lost).
Total Accepted Cost	The total cost of the transfer when it was accepted.

Review transfers in Purchasing

This view cannot be printed or exported, but it lets you review transfers and make edits.

1. Go to Purchasing > Transfers.

2. Use the filter options to select specific stores, an issue date range, and transfer statuses.

3. Double-click any transfer to open the transfer editor and view which items and quantities it includes.

Edit an issued transfer

You can edit the quantities on an issued (committed) transfer if you have the right permissions. Once a transfer is accepted, its quantities are locked.

1. In Purchasing > Transfers, filter to a transfer with a status of Issued and double-click it to open the transfer editor.

2. Check the Accepted quantity. If it appears in a yellow box that you can click into, your user has permission to update it.

3. Adjust the accepted quantity so it is accurate.

4. Select Accept Transfer at the bottom.

If you cannot edit the quantity or select Accept Transfer, ask a team member with the appropriate permissions to help.

Note: If you cannot accept the full issued quantity, set the accepted quantity to what you are actually accepting. Any amount you cannot accept is recorded as a shortage in your accounting export and appears in the Shortage column of the transfer editor and transfer reporting.

Correct an accepted transfer

Accepted transfers are locked. If a transfer was accepted with the wrong stores, items, or quantities, create a reverse transfer to send the product back to the issuing store, then recreate the transfer.

1. In Purchasing > Transfers, filter to a transfer with a status of Accepted.

2. Highlight the transfer, then on the right side of the screen select Create New Reverse Transfer based on Selected.

3. When prompted to confirm, select Yes Copy.

4. The transfer editor opens with the To and From stores reversed. Select Issue at the bottom, then select Accept if your user has permission.

If you do not have permission to issue or accept, ask a team member with the appropriate permissions to help.