To gain a comprehensive overview of your inventory, you can use the Transaction History to track all transactions occurring within your warehouse(s). Learn more about the two parts of this report by clicking on the sections below.
To locate the Transaction History screen, please use the search bar to quickly navigate to it.
Transaction History
Transaction History
These types of transactions can be tracked:
Receiving
Allocation
Cancel Allocation
Inventory Movement (Transfer and Putaway)
Inventory Adjustment (Adding Inventory, Removing Inventory)
Picking
Packing
Shipment
Damage Reason Change
Count
Cancel Receipt
You will see + and - signs in front of some transaction's action quantities.
"-" means the inventory exited the warehouse with this transaction.
For example: removing inventory, shipping, and cancelled receipt.
"+" means new inventory came to warehouse with this transaction.
For example: adding inventory and receiving.
If no + or - signs exist in front of the action quantity, the inventory will still be in the warehouse but its location or stock status may change.
The available columns for this report as as follows:
Transaction Type
Warehouse
Client
Shipment Order Code
Purchase Order Code
Work Order Code
SKU
Product Name
Barcode
From Pack Type
To Pack Type
UOM Pack Type
Source Location
From Location Group
From Location Area Type
Target Location
To Location Group
To Location Area Type
Source LPN
Target LPN
Source Parent LP
Source Parent LP Type
Target Parent LP
Target Parent LP Type
Action UOM Quantity
Action Pack Quantity
From Damage Reason
To Damage Reason
From Expire Date
To Expire Date
From Lot / Batch
To Lot / Batch
Transaction Date
Transaction User
From Production Date
To Production Date
Note
Use the 3-Bar icon to disable any columns you do not wish to view in your report.
You can also search through reports by SKU using the Search field. More information about functions such as search and filtering that are available on most screens, please see this article.
Serial Number Transaction History
Serial Number Transaction History
To navigate to this this report, click the Serial Number Transaction History tab while on the Transaction History report.
From this report, you can view the entire history of each serial number within the warehouse. Each action taken on the product with the serial number will represent a different line in the report, so the same serial number will appear in the report each time it is received, packed, and shipped.
Each column on this screen will be shown and cannot be hidden, though they can be dragged and dropped to be rearranged.
The tracked fields are:
Transaction Type
SKU
Product Name
Primary Serial Number
Secondary Serial Number
Serial Status
Warehouse
Client
Shipment Order Code
Purchase Order Code
From Location
To Location
From LP Number
To LP Number
Source Parent LP
Source Parent LP Type
Target Parent LP
Target Parent LP Type
Damage Reason Name
Expiry Date
Lot Batch Number
Store Order Number
Transaction Date
Transaction User
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