Multi-Store Product Transfer/Adjust/Receive

Location: Reports > Multi-Store > Product Transfer / Adjust / Receive

Tracks all actions taken within the Inventory Manager, and logs which staff member performed any product movements for multiple stores. Identical to the single store report found in Reports > Products titled Transfer / Receive / Adjust.

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.