Product History - Web Version

Product History provides two functions:

• View all events related to individual products in your inventory: sales, purchases, reductions in inventory due to loss, damage, expiration, or business use
• Correct data entry errors for purchases, sales, and other inventory changes

First, we'll show you how to view the product history, then keep scrolling down to view options for editing the history entries.

View Product History

1. Go to Settings > Inventory > Management.
   
2. Find the product, click the More menu, and then select History.
   

The Product History page shows:

• Date
• Type - purchased, sold, refunded, and inventory reductions due to loss, damage, expiration, or business use
• Reason - the reason selected for an inventory reduction
• Vendor
• Service Provider
• Modified Date - the date the item history entry was changed
• Modified By - the employee who made the history change
• Cost
• Selling Price
• Amt Refunded
• Qty - how many of this product were affected
• Point Given - to the customer buying the product
• Point Redeem - points used to purchase the product
• Taxation
• Edit - Click to edit this history entry
  
  Note: there is no Edit option for a Refund entry.
  

3. To select a date range, you can enter From and To dates or use the calendar selections to set a date range.
   
4. Use Select Type to filter the search by the type of event. If you make no selection, the search shows all types.
   
   Click Search when you're finished.

5. You can export the result to an Excel spreadsheet or print a copy.
   
6. To leave the history screen, click the Back button to return to the Inventory list.

Edit Product History

• Did you or an employee make a mistake in entering a change to inventory?
• Does your history show that Employee A made the sale when it was actually Employee B?
• Did you select the wrong Reason or add an incorrect note when subtracting items from inventory?

Incorrect adjustments made using the Add and Subtract functions could affect your reports, such as the Inventory Summary report.

You can Edit the product history to correct these mistakes.

1. When you have brought up the product history screen, you'll see a column of Edit buttons, one for each history entry:
   
   
   
2. Click the Edit button for the entry you want to edit.
   Your options on the edit screen depend on the type of event.
   
   1. Purchase (or any addition to the inventory count):
      
   2. Sold – you can change only the Service Provider.
   3. Lost, Damaged, Expired, and Business Use:
      
   4. Refund – there is no edit option for a refund event.
3. There are Cancel and Submit buttons at the bottom of the history edit screens.