Transfer Reports is a snapshot of completed transfers recorded for the store(s), method and period selected. Completed transfers are transfers to external stores Any store or entity that is not listed under your organization in Clearview., that were closed, and transfers to internal stores Stores listed under your organization in Clearview. that were approved.
The Transfer Reports page may be reached through:
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The Transfer Reports link under Inventory > Reports on the navigation bar The row of labels that are located at the top left corner of a page, below the Clearview logo..
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The Transfer Reports link under Inventory > Transferring of Goods on the navigation bar The row of labels that are located at the top left corner of a page, below the Clearview logo..
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The Transfer Reports link under Reports > Inventory on the navigation bar The row of labels that are located at the top left corner of a page, below the Clearview logo..
TO GENERATE A TRANSFER REPORT:
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Open the Transfer Reports page.
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Select the Area* and Store for which you want to generate the report from the drop-down list(s).
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Select whether you want to include only Internal transfers, External transfers or All transfers from the Method drop-down list.
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Select the Period from the drop-down list.
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Select the specifics of the period from the options available.
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Click on the Go button.
Summary
The Summary tab contains an overview of the transfers to and from the store(s) selected (for the period and method selected).
The following information is displayed in the Summary tab, for the Area*, Store and other filters Drop-down boxes that let you select from the options available. selected:
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Restaurant: The store(s) for which the transfer report is generated.
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Category (where Category is each Inventory Category): The increase or decrease in value of inventory attributed to transfers during the period selected for each inventory category.
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Total: The total of all the inventory category columns.
The transfers are displayed by the inventory categories set by your organization.
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Click on
to expand the row and view the totals broken down to transfers into the store and transfers out of the store. -
Click on
to hide the extra rows.
Negative figures indicate stock transfers that have gone out of the store, while positive figures are stock transfers that have come in to the store.
Details Per Store
The Details Per Store tab displays the transfers broken down to each store that the transfers took place with.
The Details by Store tab will only display content if a single store is selected in the filters Drop-down boxes that let you select from the options available..
The details per store can be viewed as Totals or Details by selecting the option desired from the View Transfer drop-down.
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Totals provides the total value of transfers that were transferred into and out of each store.
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Details lists the details of every transfer that matches the filters Drop-down boxes that let you select from the options available. set. The details include the transfer numbers, the stores with which the transfers were made and each item along with the quantities transferred.
The following information is displayed in the Details Per Store tab, for the Area*, Store and other filters Drop-down boxes that let you select from the options available. selected:
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Transfer: The reference number automatically generated to identify the transfer.
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Direction: Whether the transferred items went Out or came In to the store for which the transfer report was generated.
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With: The store with which the transfer was made.
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Date*: The date on which the items were transferred.
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Item*: The menu item or inventory item that was transferred.
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Method*:
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Units*: The number of units of the inventory item (in the form of the description) transferred.
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Description*: The unit of measurement for the method.
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Category* (where Category is each Inventory Category): The total value of inventory transferred in the category.
Negative values indicate the items were transferred out of the store while positive values indicate the items were transferred into the store.
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Total Units Method 1*: The quantity of the inventory item in the units of Method 1 that was transferred.
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Total* or Total Cost*: The total of all the inventory category columns.
Negative figures indicate stock transfers that have gone out of the store, while positive figures are stock transfers that have come in to the store.
Report links:
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Clicking on the Transfer number opens the Update Transfer window where you can view the details of the transfer.
Associated Settings
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Inventory Categories controls the categories for inventory items.
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Inventory Sub-Categories controls the sub-categories for inventory items.
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Transfers - External Stores controls the stores outside your organization with which you may transfer items.
*optional section or field that may or may not be visible depending on the settings selected, whether the supplier is integrated or not, etc.