Transactions

In the Transactions view you can click on the “Item text” to see the transaction details.

The transaction details view opens. It has two tabs; Status tab and Transactions tab.

Status tab

The details view opens in the Status tab, where you can view stock status details for the specific item and store. See Stock status for description.

Transactions tab

The Transactions tab shows all transactions for chosen item. From this view it is possible to create New transaction and Export to Excel.

Filter transactions

Transactions can be filtered using the filter panel. Click on the arrow far right in the transaction overview to open the filter panel.
By default no filtering is set, all transactions are shown.

The filter panel can be collapsed (closed again) by clicking on the arrow in the top right corner of the panel.

Date

Select date at the top of the filter panel.

Date choice: Date choice is the default choice. You can filter the transactions by adding date form and date to using the calendar icon or write the date.

In addition to the "Date choice" there are some predefined periods: Yesterday, This week, Last week and Last month. After selecting one of these periods date fields are fulfilled with proper values.

Transaction type

Below the date selection you can filter on transaction type. You can select as many transaction types as you need. By default all the transaction types are selected. You can change selection by ticking the options you want to see and unticking the options you do not want to filter on.

At the bottom of the filter panel there are 3 buttons:

Apply – Click on the Apply button when you have added wanted selection. The result is shown in the overview.

Reset -  Click on the Reset button to reset your selection.

Clear – Click on the Clear button to clear all fields. This clears all selections.

New transaction

Export transactions to Excel