View all Past Outgoing Transfers

How to View Previous Outgoing Transactions

  1. From the Dashboard select Sales.
  2. Select Outgoing.
  3. Hover over any icons on the right side of the page (i.e. 'Red bin = Void', 'Grey Truck = In Transit', 'Black Checkbox = Complete'.)
  4. Use any of the following filters:
    • All, Complete, and Void to display transfers with the corresponding status.
    • Select a Date Range using the Date selectors, then select Go.
    • Select a page number, or Show All to view all pages.
  5. Sort by column by selecting the column header (ID, License, Method, Ship Date, Status, and Sub-Total.)
  6. Select a Transfer ID to view the transfer details.
  7. Select a License to view the Client Detail Report for that license.