How To: Looking Up a Transfer by Item Number (03-11-30)

Overview

This selection is used to look up transfers by item number.

Step-by-Step

Click image to enlarge.

  1. In the ‘Item Number’ field, enter the item number, MFG SKU, or barcode number for the item you would like to view transfers for. Then press Enter.
    • To search for an item number, click the Search button.

  1. Transfers containing the entered item appear.

  1. Click ‘Export’ to open the list directly in Excel and also save it to your computer (optional).
    IMPORTANT: You must have a ‘Inventory Transfers’ folder specified in Company PDF/Export Directory (30-04) or By Term PDF/Export Directory (30-05) in order for the report to open correctly in Excel.

  1. Click the ‘Print’ button to print a paper copy of the list (optional). At the prompt, enter the ID of a physical printer, or enter “PDF” to save the list to a PDF file. If printing to PDF, accept or modify the filename and click ‘Ok.’
    IMPORTANT: When printing to PDF, you must have an ‘Inventory Transfers’ folder specified in Company PDF/Export Directory (30-04) or By Term PDF/Export Directory (30-05) in order for the PDF to save successfully to your computer.