Extra Information Tab: Transactions

The Transactions section within the Extra Information tab of the Product record gives a breakdown of all transactions relating to the product, including Issues, Receipts, Adjustments, Inter-Branch Transfers (IBTs), Works Orders, and the making up/down of the product into/from kits.

The Quantity and Sales Value of the product(s) are shown for each transaction, along with the Cost Value, Description, Date and transaction Type. Click the Document hyperlink to open the appropriate sales document. Click the Reference hyperlink to open the Customer record.

You may search for transactions using the Finder, filtered by branch if you wish. If there is more than one page of search results you may scroll forwards or backwards through pages of search results using the blue arrow keys.

By clicking Advanced you may filter the transactions - uncheck one or more of the following Filter fields to reduce the number of search results: Adjustments; Issues; Receipts; IBTs; Kits; Works Orders.

You may also use the menu to change the Sequence of results (e.g. place them in Type or Date order).

NEXT: Issues And Stock Tab: Viewing Product Issues And Stock