Generating the Transfer Out Report

If your practice has multiple locations, you can use this report to verify your stock transfers when you transfer items between offices.

  1. Click Inventory and select Product Inventory.
  2. Click the Reports tab.
  3. Select Transfer Out Report for the Report Name.
  4. Select the Item Type and Item Status(es) you want to print.
  5. Enter the Date From and Date To, or select dates from the calendars.
  6. Select the Transfer Reason(s).
  7. Select the Receipt Status(es).
  8. Click Generate Report.

    The report opens.

    If the report does not open, check to make sure your browser is set to allow pop-up windows. For instructions, see Enabling Pop-ups
  9. To export the report, perform one of the following steps:
    • Click Export to PDF to open the report as a PDF file.
    • Click Export to Excel to open the report as an Excel spreadsheet.