Product History
Updated over a week ago

Please select a product in the Inventory grid and click on it to open the Show Product screen. Then click the History button. The system will open the Product History screen:

The system will display a grid with all the transactions related to this product.

  • Date: The date of the transaction.

  • Type: The type of the transaction. The possible transaction types are:

    • Initial: this is the initial inventory setup data entered when Creating the product

    • Purchase: a transaction generated when you created a purchase for this product

    • Sold: transaction generated when you saved a trip containing this product. The system also displays the number of the Trip.

    • Empty: a transaction generated when you take out a product from a machine and return it to the warehouse. For example: if you change a product in a machine and you return the remaining quantity of the previous product to the warehouse, or if you remove a machine from a location and you have to empty it. Use the field Emptied (returns) on the Enter Trip Results screen in the detailed edit selection dialog.

    • Write-Off: a transaction generated when you remove bad (damaged or expired) products from a machine or your warehouse. Use the field Bad (discarded) on Enter Trip Results screen in the detailed edit selection dialog to remove products from a machine or the Write-Off command on the Inventory screen to remove products from the warehouse.

    • Adjustment: a transaction generated when you perform warehouse stock adjustment (for example, based on stock-taking) using Adjust Product Quantity functionality. Adjustment-type records can be removed directly from History by clicking the delete icon at the end of the row.

  • Quantity: the transaction quantity. Negative for Write-Off. Negative or Positive for Adjustment. Positive for the rest of the types.

  • Description: displays some additional info depending on transaction type: Reason or Location for Write-Off, Location for Sold and Empty, Supplier for Purchase, Reason for the Adjustment.

Did this answer your question?