Transfer Reports - GSK POS Documentation

Overview

Transfer Reports give you complete visibility into all stock movements between your Shop and Store locations. Track what was transferred, when, by whom, and calculate the value of transfers over any time period.

💡 Why Track Transfers?

Audit trail for accountability
Identify restocking patterns
Calculate transfer values for accounting
Spot unusual movements (potential theft)

Accessing Transfer Reports

Go to Reports in the main menu
Select Transfer Reports or Stock Transfer Report
The report interface loads with filter options

Report Filters

Customize your report using these filters:

Filter	Description	Options
Date From	Start date for report period	Date picker (defaults to 1st of month)
Date To	End date for report period	Date picker (defaults to today)
From Location	Source location filter	Shop, Store, or All
To Location	Destination location filter	Shop, Store, External, or All
Product	Filter by specific product	Search by name

Report Columns

The transfer report displays:

Column	Description
Date	When the transfer was made
Product Name	Item that was transferred
Quantity	Amount transferred (with unit)
From	Source location (Shop/Store)
To	Destination location (Shop/Store/External)
Value	Transfer value based on buying price
Transferred By	User who made the transfer
Notes	Any comments added during transfer

Report Summary

At the top or bottom of the report, you'll see summary statistics:

Summary Metrics

Total Transfers: Count of transfer records
Total Value: Sum of all transfer values
Store → Shop: Count and value of restocking
Shop → Store: Count and value of returns
General Out: Count and value of external transfers

Common Report Uses

📊 Daily Restocking Review

Filters: Today's date, From: Store, To: Shop

Purpose: See what was moved from warehouse to shop floor today

📅 Monthly Transfer Summary

Filters: First to last day of month, All locations

Purpose: Overview of all stock movements for accounting

🔍 Product Movement Analysis

Filters: Last 3 months, specific product name

Purpose: Track how often a product moves between locations

👤 User Activity Check

Filters: Date range, look at "Transferred By" column

Purpose: Audit who is making transfers (accountability)

Exporting Reports

You can export transfer reports for external use:

Print: Click the print button to print a hard copy
PDF: Use browser print and "Save as PDF"
Excel: Copy table data and paste into spreadsheet

Understanding Transfer Values

Transfer values are calculated using the buying price (cost) of items, not the selling price. This reflects the actual cost of stock moving between locations.

💡 Value Calculation:
Transfer Value = Quantity × Buying Price per Unit

Example: Transferring 10 pieces at 5,000 UGX buying price = 50,000 UGX transfer value

Best Practices

Weekly reviews: Check transfer reports weekly to spot patterns
Compare to sales: High transfers but low sales? Investigate!
Reconcile monthly: Use transfer values for inventory accounting
Verify unusual transfers: Large or frequent transfers should be justified
Archive reports: Save monthly PDFs for permanent records

Troubleshooting

Report shows no data?

Check your date range. Make sure transfers were actually made during the selected period. Try expanding the date range.

Values seem wrong?

Transfer values use buying prices from the product record. If buying prices weren't set correctly, values may be inaccurate. Check product pricing.

Missing transfers?

Ensure Store Mode was enabled when transfers were made. Transfers made before enabling Store Mode won't appear in these reports.

✅ Chapter 8 Complete!
You now understand Store Mode, how to enable it, manage inventory in two locations, make purchases, transfer stock, and run transfer reports.

Continue Learning

Explore more GSK POS features in other chapters.

All Documentation Stock Management