Store Order Report
This report displays information about items transferred from one store location to another, but only if they have been accepted/received at the destination store. Accepting and receiving transfers create an Invoice Arrival which the report can display information about.
It does not include invoices that are arrived at one location, and stock is allocated to other locations (this is not considered a transfer and acceptance).
The report is only available in Multi-store setups and is only able to run in locations that are setup to be a Master Store.
For information on how to setup a location as Master Store, click HERE. This setting can affect various things including whether this location can view information from other locations (such as sales, customers).
Generating the Report
- In the top menu bar of the main/home screen of Retailer, click into Reports -> Stock Reports -> Store Order Report.
- The following are available as report options.
- In Date range:
Enter a date range to view invoices that have received inter-store transfers. Select a Start Date and an End Date. - In Suppliers:
- Click All to include all suppliers and their invoices.
- Click Selected, and choose the supplier name in the box to the right, to only view invoices under the chosen supplier.
The supplier selected is the preferred supplier of the product, not the origin location of the inter-store transfer. - In Invoices:
- Click All to include all invoices under the suppliers above.
- Click Selected to view only certain invoices from the supplier, and tick the relevant invoices in the grid below to include them.
The Refresh List button can be pressed if you have changed date or supplier settings above, and need to refresh the list of invoices displayed. - In Options:
- Tick Display items in the order they arrived to see the items listed in the report in the order they were arrived in the invoice. If unticked, it will display items on the invoice in alphabetical description order.
- Tick Group Report by invoice to see the items grouped according to the invoice number for each supplier. If ticked, it will also display the Invoice Date, Order number (if attached to supplier order) and Invoice totals.
If unticked, it will just display all items transferred and received, but with no invoice information so you won't be able to see which transfer the items came through. - Tick Show banding on report, to see yellow highlights on every second line of the report, to aid in viewing the report.
- Tick Use short stock description to see the items listed using their short description. Use this if you find descriptions running too long in the report, or overlapping other information.
- Click Print or Preview.
Reading the Report
The report will display all items received in inter-store transfers, with invoice information if that option is ticked.
The top of the report will indicate the date range of the report as well as the location it is being run.
In the report, it will group invoices and items according to the location receiving the items. This location name is shown in bold at the top of each group.
Within each location:
An invoice line will be shown if that option was ticked, for each transfer invoice, with the Invoice Number, the Invoice Date, Order Number, and the invoice totals of Quantity, GST credit, Cost and Retail.
Each item line will then show:
- Barcode - Barcode number of the item received.
- Description - Name of the item received, this can be the Long or Short description depending on the options ticked.
- SSC - Supplier Stock Code of the item received, this is a number code used by the supplier.
- PLU - Price LookUp code, a short code that may have been entered against the item, this is manually set by your business.
- Qty - Quantity of the item received in this transfer.
- GST credit - GST portion of the cost price for this item. This is the total GST for the number of items received.
- Cost - Total cost price of the items received, for the number received. This is displayed including GST.
- Retail - Total retail price of the items received, for the number received. This is displayed including GST.
Exporting the Report to Excel
- Once you have the settings correct, click Preview.
- Click Print in the top left corner
- Tick the box for Print to File, towards the bottom of the window.
- In Type:, select either Xlsx Data File or Xlsx Report File. The report file will include the graphics and layout of the report, while the data file will only include the data.
- In Where: click the ... symbol to select the location where the file will be saved.
- Click Print to generate the file
Related Articles
Settings for Multi Store
The settings for Multi Store setups (all Cloud hosted sites are Multi Store) can be managed in this screen. It is grouped broadly into three parts: Stores, Utilities, and MS Outpost. Beneath them, there are options relating to how stock is generally ...Inter-Store Transfer Report
The Inter-Store Transfer Report can be used to view the inter-store transfers that have been leaving or arriving at a location. It can be used to view the items in a specific transfer, or you can view totals across a selected date range. To run the ...Orders at Store Report
This report will list all items you have on orders and what order they are on for a specific date range. Generating the Report From the main screen of Retailer, click on Reports -> Stock Reports -> Orders at Store report. Order status: These let you ...Multi-Store Order Details
The Multi-Store Order Details tool will allow you to see what has happened with multistore orders and interstore transfer between a specific date range or by the order number. From the main screen of Retailer, click the Stock Maintenance tab and then ...Setting up Inter-Store Transfer for Multi-Store
Setup conditions for inter store transfer From the Main screen in Retailer – Setup -> Multi-Store. Click on Store Rules. In Calculate Transfer Price Method select one of the following options to set transfer price on stock from another store. Note: ...