You can filter your Transfers Report to get more specific information.
- Click Reports on the side menu
- Click More
- Click Transfers button to open the Transfers Reports page
- Click Filter on the right corner
- A pop-up window will open with the following criteria:
- Categories: Select the categories included in the transfer orders
- Items: Select the items that are included in the transfer orders
- Receiver Branches: Select the branches or warehouses that have received the items
- Sender Branches: Select the branches or warehouse who have sent the items
- You can select your branches by tags by clicking the Select by Tags button
- Click Apply
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An updated list of Transfers reports will show based on your entered criteria. To return to the original list of Transfers reports, click the X mark in the Filter button.
Note: In order to select branches by tags, you have to previously create tags for your branches
Date selection is also an important filter that the report can be shown through.
- Click on the Date button at the top right corner shown in the form of Year-Month-Day.
- A dropdown calendar opens for you to select the day, month, and year
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Once selected, an updated list of Transfers reports will show based on your entered criteria.