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Product History - Web Version

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Donna J
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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.

    settings_inv_mgmt.png

  2. Find the product, click the More (3 vertical dots) menu, and then select History.

    more_menu_history.png

    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

    • Taxes

    • Edit - Click to edit this history entry

      Note

      There is no Edit option for a Refund entry.

      prod_history.png

  3. To select a date range, you can enter From and To dates or use the calendar selections to set a date range.

    cal_selection.png

  4. Use Select Type to filter the search by the type of event. If you make no selection, the search shows all types.

    sel_type.png

    Click Search when you're finished.

  5. You can export the result to an Excel spreadsheet or print a copy.

    export_print.png

  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:

    edit_prod_history_button.png

  2. Click Edit 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):

      edit_purchase.png

    2. Sold - you can change only the Service Provider.

    3. Lost, Damaged, Expired, and Business Use:

      edit_reduction.png

    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.

Note

A change to the item's Tax Rate may be confusing when viewed in history.

In the example below, you see the item listed as both No Tax and with a tax rate of 9.25% for Sold and Refund events. The currently configured tax rate will display in the Tax column except when there was a different rate in effect for a product sale or refund. In the example, a product was both sold and refunded on March 25. The tax rate on the product was changed after the last refund event. Any future sales or refunds will reflect the No Tax status for this product.

tax_column.png

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