Transactions

View and analyze inventory transactions to understand inventory movements and support reporting and analysis.

Overview

Transaction views help you:

• View all inventory transactions
• Analyze transaction patterns
• Track consumption and usage
• Support reporting and analysis
• Investigate inventory movements

Transaction Types

Inbound Transactions

• Receipts: Inventory received from suppliers
• Transfers In: Inventory transferred in from other locations
• Adjustments Up: Inventory adjustments that increase quantity
• Returns: Customer returns

Outbound Transactions

• Shipments: Inventory shipped to customers
• Transfers Out: Inventory transferred out to other locations
• Adjustments Down: Inventory adjustments that decrease quantity
• Consumption: Inventory consumed or used

Transaction Views

Transaction Overview

View all transactions:

1. Navigate to Improve → Transactions → Overview
2. Select time range and filters
3. Review all transactions
4. Drill down into transaction details

Transaction Consumption

View consumption transactions:

1. Navigate to Improve → Transactions → Consumption
2. Select time range and filters
3. Review consumption patterns
4. Analyze consumption by product, location, or channel

Transaction Request Details

View request-related transactions:

1. Navigate to Improve → Transactions → Request Details
2. Select time range and filters
3. Review transactions related to stock requests
4. Analyze request fulfillment patterns

Transaction Summary

View transaction summary:

1. Navigate to Improve → Transactions → Summary
2. Select time range and filters
3. Review transaction summary metrics
4. Analyze transaction trends

Transaction Details

Each transaction includes:

• Transaction Type: Type of transaction
• Date and Time: When the transaction occurred
• Product: Product involved
• Location: Location involved
• Quantity: Quantity change
• Reference: Reference number or document
• User: User who created the transaction

Filters and Search

Filter transactions by:

• Time Range: Select date range
• Transaction Type: Filter by transaction type
• Product: Filter by product
• Location: Filter by location
• Reference: Search by reference number

Common Workflows

Reviewing Transaction History

1. Navigate to Improve → Transactions → Overview
2. Select time range
3. Review transaction history
4. Drill down into specific transactions

Analyzing Consumption

1. Navigate to Improve → Transactions → Consumption
2. Select time range and filters
3. Review consumption patterns
4. Use insights for planning

Investigating Inventory Movements

1. Navigate to Improve → Transactions
2. Search for specific product or location
3. Review all transactions for that item
4. Investigate unusual movements

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Related Pages

• Demand & Consumption
• Inventory Reports
• Dashboards

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Permissions & Roles