Inventory History

The Inventory History screen provides a complete log of inventory actions taken in the system, including adjustments, transfers, cost changes, purchase receipts, and reservations. It offers a detailed audit trail to help you track and review inventory activity over time.

Each field on the Inventory History list view is defined below.

No.LabelDefinition
1DateDate and time the inventory action was performed.
2Type

Type of inventory action performed. Type options include the following.

Adjustment: Increasing or decreasing inventory quantities.
Transfer: Transferring products between locations.
Cost Change: Updating the cost of products.
Purchase Receipt: Committing purchase order receipts.
Transaction: Selling products to customers from tickets.
Reservation: Reserving products for use on tickets.
Audit: Creating purchase orders and staging receipts.

3ProductName of the product included in the inventory action. View the full product name by hovering over the product in this column.
3QuantityQuantity of the product included in the inventory action.
4Source LocationLocation where the product was originally stored.
5Destination LocationLocation where the product was transferred.
6Serial NumbersSerial number for the product included in the inventory action.
7NotesNotes for the inventory action. Notes are either system-generated or entered by the user at the time the action is taken. View the full text of the note by hovering over the shortened note shown in this column.
8UserName of the user who initiated the inventory action.

These actions are available on the Inventory History list view.

  • Filter by a specific inventory action Type by selecting an option from the Type dropdown above the grid.
  • Filter by a specific time period by selecting an option from the Date dropdown above the grid. Options include All Time, Today, Last 7 Days, and Last 30 Days.
  • Search the actions displayed on this view by entering text in the Search field. The list view updates to display actions matching your search. 
  • View the full product name by hovering over the name shown in the Product column.
  • View the full text of the note by hovering over the shortened note shown in the Notes column.

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