Receive / Transfer / Adjust Report

Updated 5 months ago by Kory Lamme

Location: Reports > Products > Receive / Transfer / Adjust

Tracks all actions taken within the Inventory Manager, and logs which staff member performed any product movements.

Use Cases by Role

  • Salon Owner: Salon owners who wish to know who is doing the majority of inventory work can reference this report.
  • Salon Manager: Salon managers can use this report to keep track of what items are being transferred in and out of various statuses.
  • Salon Employee: Frontline salon staff such as stylists and receptionists can reference this report when they are performing inventory duties, in order to prevent mistakes.

Data Filters

  • Select a Store: Clicking or tapping here will open the interface that allows the user to select the store(s) that will be be used for the report.
  • Enter Date Range: Clicking or tapping into this field will generate a calendar interface for the user to select a single date, or a date range.
  • Show: These two bubbles allow users to filter the report based on the cost of the items for the salon, or the price charged to salon clients.
  • Select Action: This drop down enables users to select which inventory actions are to be presented in the report, with the following options:
    • All (Default)
    • Received
    • Adjusted
    • Transferred In
    • Transferred Out
  • Brand: This drop down enables users to filter the report for specific brands.
  • Vendor: Having the report results reflect only specific vendors is accomplished by using this drop down menu.
  • Adjustment Description: The report can further be filtered by users to reflect which descriptions for adjustments are shown.
  • Note: Notes added to inventory movements are listed in this drop down menu, allowing users to filter by them.
  • Generate Report: Clicking or tapping on this button will generate the report based on the other filter criteria.

Metrics Tracked

  • Date: The calendar date and time stamp when the inventory movement took place.
  • Employee: The name of the staff member who performed the inventory change.
  • Code: The numeric code number associated with the retail item.
  • Description: The name of the retail item, as it appears in its product profile.
  • Qty: The total number of items that were moved between statuses.
  • Total Cost $: The total cost of the salon for the retail items that have been moved.
  • Action: This column will indicate whether the item was received, adjusted, or transferred.
  • Note: Notes attached to the product movements will be displayed in this column.


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