Admin / power user ·
Yellow Dog Inventory 2026
WHY IT'S IMPORTANT
The Inventory Transfers Report provides an
overview of transfers issued and accepted within a selected time period. It
shows the issuing and accepting locations, the issued and accepted quantities,
and each transfer’s status.
Use this report
to:
• Review transfer activity between stores over a
date range.
• Compare issued versus accepted quantities to
spot shortages or discrepancies.
• Confirm the status of transfers during a close
or audit.
WHERE
Standard
Reports > Purchasing > Inventory Transfers
HOW IT WORKS
The report
returns transfers within the selected date range, showing the issuing and
accepting locations, the issued and accepted quantities, and the document
status.
Run the report
in one of two formats:
• Detail
— lists each line item on the transfers.
• Summary
— rolls the transfers up into a higher-level overview.
STEP BY STEP
Generate the report
1. Go to Reports
> Standard Reports.
2. Open Purchasing
> Inventory Transfers.
3. Select the report version, Detail or Summary.
4. Apply filters as needed:
a. Set a date or date range.
b. By default, all stores, levels, vendors, and statuses
are included; filter to specific ones as needed.
c. Optionally, limit results to transfers between specific
stores.
5. Select Generate.
KEY COLUMNS
|
COLUMN
|
DESCRIPTION
|
|
Store
Issued From
|
The issuing, or sending, store
for the transfer.
|
|
Store
Accepted By
|
The accepting, or receiving,
store for the transfer.
|
|
Requested
By
|
If the transfer was converted
from a request, the user who committed that request.
|
|
Transfer
Number
|
The document number assigned to
the transfer.
|
|
Status
|
The current status of the
transfer.
|
|
Quantity
Issued
|
The quantity of items on the
transfer at the time it was issued.
|
|
Quantity
Accepted
|
The quantity of items on the
transfer when it was accepted.
|
|
Total
Retail
|
The total retail value of the
items at the time the transfer was issued.
|
RELATED ARTICLES
Last reviewed: June 2026
· Applies to: Yellow Dog
Inventory 2026