Stock Transfers Report

Overview

This report displays stock transfers and is useful for warehouse managers to maintain stock levels, as well as manage the flow and movement of stock throughout the business.

Learn about other Stock reports in Stock Reports.

US only: If you use Simpro Premium in the United States, the terms 'inventory' and 'inventory count' are used instead of 'stock', 'stock take', and 'in stock'.

In order to view content or perform actions referred to in this article you need to have the appropriate permissions enabled in your security group. Go to System A screenshot of a schedule icon with a grey calendar icon and an arrow. > Setup > Security Groups and access your security group to update your permissions. The relevant security group tab and specific permissions for this article can be found here:

Reports

A screenshot of the Stock Transfer report.

To run the report:

  1. Go to Reports A screenshot of a schedule icon with a grey calendar icon and an arrow. > View Reports.
  2. Click Stock > Stock Transfers.
  3. Select the date range under Date Transferred.
  4. Under Storage From, select where the stock was stored originally.
  5. Under Storage To, select the destination storage device.
  6. Click Search.

The report displays the Part No. and Name for all items that were transferred. It also details the quantity, total value of the transferred stock and the employee who performed the transfer.

Learn more in How to Use Storage Devices.

You can use the following filters in the report:

Date Transferred Select a date range to include stock transfers created within that date range.
Storage From Select a storage device to view stock transferred from that storage device.
Storage To Select a storage device to view stock transferred to that storage device.

The following columns are displayed in the report:

Date Transferred

The date the stock transfer was created.
Employee The employee who created the stock transfer. Click to open the employee card file.
Storage From The storage device the stock was originally from.
Location From The item’s previous location in the storage device it was transferred from.
Storage To The storage device the stock was sent to.
Location To The item’s current location in the storage device the item was transferred to.
Part No. The part number of the item transferred. Click to open the catalogue item.
Name The name of the item transferred. Click to open the catalogue item.
Qty The quantity of the item transferred.
Total Value (ex GST) The receipted value of the items. If the item was receipted at two different values, two separate records are displayed in the results.

You can download the information in the report as a spreadsheet in CSV format, viewable in Microsoft Excel and other spreadsheet software.

To download the report:

  1. Generate the report as required.
  2. Click the A grey arrow pointing downwards towards a CPM pictogram. icon in the top right, then click CSV.
  3. View, print or save the CSV, as required.