Inventory
Item Transfer List
The Item Transfer List displays all inventory transfers between stores.
Default Columns
| Column | Description |
| Transfer Type | Type of transfer. |
| Number | Transfer number. |
| Date | Transfer date. |
| From Store | Source store name. |
| To Store | Destination store name. |
| Transfer Status | Current status. |
Available Columns
Additional columns configurable via list settings, in alphabetical order.
| Column | Description |
| Account Name | GL account name. |
| Account Number | GL account number. |
| Employee Name | Employee name. |
| Employee Number | Employee number. |
| From Store # | Source store number. |
| Memo | Transfer memo. |
| Picked? | Whether picked for shipment. |
| Posted? | Whether posted. |
| Reference | Reference string. |
| Station Name | Station name. |
| Station Number | Station number. |
| Time | Time of transfer. |
| To Store # | Destination store number. |
Filters
Filter
Quick-search the displayed list. Type text to instantly filter rows by matching against the selected column. Use the in dropdown to choose which column to search, and the by dropdown to switch between Starts With, Contains, or Exact Match.
Tip: If you do not see the column you want to search or view, go to File → Configure to customize which columns are displayed in the list. You can add, remove, and reorder columns to suit your workflow.
Sort Column & Method
Choose the column used to sort the list. The dropdown displays all columns you have chosen to view, including any custom column changes you have made. Use the second dropdown to switch between Ascending and Descending order.
Auto Size Columns
When checked, columns automatically resize to fit their contents each time the list refreshes. This ensures all data is visible without manual adjustment.
When unchecked, column widths are saved between sessions. You can drag column borders to set your preferred widths and they will be remembered the next time you open this screen. This is useful when you want a consistent layout regardless of the data displayed.
Show
Filter records by status. Options include:
• Active Only — Show only active records (default).
• Inactive Only — Show only deactivated records.
• Active & Inactive — Show all records regardless of status.
Group
Filter by group membership. Select a group to show only records that belong to that group. Leave blank to show all records.
Date Range
Restrict the list to a specific date period. The dropdown offers these presets:
• All — No date filter (shows everything)
• Today / Yesterday
• This Week / This Week-to-date
• This Month / This Month-to-date
• This Year / This Year-to-date
• Last Week / Last Week-to-date
• Last Month / Last Month-to-date
• Last Year / Last Year-to-date
• Next Week / Next Month / Next Year
• Last 30 Days
• Custom — Enter specific From and To dates below
Date field shortcuts: Type a letter in any date field for quick entry: d = today, y = yesterday, t = tomorrow, w = first day of week, k = end of last week, m = first of month, eom = end of month, l = first of last month, h = end of last month, a = beginning of year, z = end of year, + / – = next / previous day.
From
The start date when using a custom date range filter.
to
The end date when using a custom date range filter.
In From Store
Filter by originating store for inbound transfers.
In To Store
Filter by destination store for inbound transfers.
Out From Store
Filter by originating store for outbound transfers.
Out To Store
Filter by destination store for outbound transfers.
Type
Filter by type. Select a type to narrow the results.
Related Screens
| Item Transfer |