Item Transfer Tracking Report

Report Module Guide: Item Transfer Tracking Report

Module Location

Inventory > Reports > Item Transfer Tracking Report

Module Objective

The Item Transfer Tracking Report module is used to generate a report that tracks or traces item transfer activities, both In and Out. This report provides a detailed view of stock movements between warehouses or locations.

1. Report Parameters (Filter)

The main page of this module is a form containing various parameters to customize the report that will be generated.

Here is an explanation for each parameter:

• Inventory:

  • Select the type of movement you wish to see:

  • In: To only display goods receipt transactions.

  • Out: To only display goods shipment transactions.

  • All: To display both types of transactions.

• Transfer Date:

  • Specify the transaction date range in the From Date and To date fields.

2. Steps to Generate the Report

Step 1: Set Report Parameters

Define the parameters you need, especially the movement type (In/Out) and the date period.

Step 2: Generate the Report

After all parameters are set, click one of the two buttons at the bottom:

• [Display Report]: To preview the report directly on your screen.

• [Export to MS Excel]: To download the report data in an Excel file format.

3. Reading the Report (Report Content)

The generated report is a list of item transfer transactions according to the filters you have selected.

• Report Structure: This report likely has two parts or different formats depending on whether you are viewing 'in' or 'out' data. Its columns will detail each transaction, including Warehouse shipment number, Transfer Date, Shipped from, Item/Service Code, Quantity, and Total Price.

Tips & Important Notes

• Use this report to audit and reconcile all stock movements between locations in a specific period.

• This report provides good traceability for every item that moves from one warehouse to another.

• This is an important report for Warehouse Managers and Internal Audit Teams.