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.
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Last reviewed: June 2026
· Applies to: Yellow Dog
Inventory 2026