How to review inventory transactions

How To

How can I look at recent transactions for a product?

Follow these steps

  1. Select Products > List.
  2. Locate the product and select the icon next to its name to view its product details.

  3. Select the Inventory tab.

  4. The lower portion of this tab is the Recent Transactions section, select Search Transactions.

  5. Search for a product transaction by Date, Type, Change, Cost, or On Hand. Use the up-and-down arrows to sort in ascending or descending order.
  6. Types of transactions include, Sale, Return, Purchased from Vendor, Returned to Vendor, Internal Transfer, Store(- to-Store) Transfer, Count, Adjustment, Repackage, and Destruction.
  7. When a transaction raises or lowers the product’s cost average, it is recorded. This includes things like purchases from the supplier or a cost average adjustment.
  8. To export a product’s transactions for further analysis, select Export to Excel.
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