knowledge base

To see a full, searchable, history of inventory transactions, click the History link from the View Box in the Inventory Module. This allows you to see a history of inventory movements.

You can search or sort through the history listing panel. How to work with Listing Panels.

Stock Transactions can be any one of the following types:

Stock Adjustment - due to a Stock Adjustment or counting process

Stock Transfer - due to a Stock Transfer

Picking - due to picking goods for a Sales Order

Shipping - due to shipping goods out to a customer for a Sales Order

Restocking - due to restocking returned goods for a Sales Order

Receiving - due to receiving goods from a vendor for a Purchase Order

Unstocking - due to returning goods to a vendor for a Purchase Order

Inventory Import - due to the importing of inventory from an external source

Purchasing Costs - due to the purchasing costs

Cost Adjustment - due to a cost adjustment

Work Order Use - due to the Work Order use

Work Order Put Away - due to the putting away of finished goods from a Work Order into inventory

Work Order Picking - due to the Picking of goods for a Work Order

If you double click an entry, it will pop up the document responsible for that inventory transaction. The exceptions to this are Stock Adjustments and Stock Transfers.

History Columns

Transaction Type - The type of stock transaction (as above)

Date - The date and time that this inventory transaction occurred.

Item - The item name or item code.

Description - This is a text description of the product or service being ordered. This field will be shown, only if Show Product Description is set in the Settings. This will default to the description from the product information, but can be changed here.

From Location - The storage location from where the product was moved. It will be empty if it was created or moved from an external source.

From Sublocation - This column may be hidden depending on the Company Settings. This is the sublocation (e.g. Aisle Number) within the From Location from which the product was moved.

To Location - The storage location from where the product was moved. It will be empty if it was removed or moved to an external destination.

To Sublocation - This column may be hidden depending on the Company Settings. This is the sublocation (e.g. Aisle Number) within the To Location to which the product was moved.

Quantity - The quantity of the product that was moved.

User - The user in inFlow who did the transaction.

Remarks - A description of why the inventory transaction took place.

Search

Search can be based on filters like Transaction Type and Item. Other filters can be accessed from the drop-down button. Filters can be added/ removed but all filter options can’t be removed. Category filter shows category hierarchy and works hierarchically, e.g. selecting a parent category shows products in subcategories. Filters that have been removed, no longer restrict the search.