How to See Your Product History (On the Desktop Version)

When looking at the history of your products, you'll specifically be able to see the following:

• The date a specific product was purchased, lost, damaged, expired, set for business use, sold, or refunded.
• The status type - whether the product was purchased, lost, damaged, expired, set for business use, sold, or refunded.
• The vendor of a product. 
• If a product was edited or modified in any way.
• The employee who made changes to the item. 
• The product cost.
• Any changes in the price sales of products.
• Refund amounts. 
• If there were any increases or decreases in the quantity of a product.
• The number of points that were given or redeemed each time a product was sold.
• Any sales taxes that were added to a product during a transaction. 
• The ability to edit a transaction that involved a product. 

To get started, follow these steps: 

• Click Settings at the top of the screen. 
• Select Inventory on the left side of the screen. 
• Locate the product. Click the three dots that correspond to it on the right side of the screen. Then select History. 

Let's get started!

1. Click Settings at the top of the screen. 

2. Select Inventory on the left side of the screen. 

3. Locate the product. Click on the three dots. Then select History. 

4. When you get to the Product History page, you'll be able to see the following for each inventory item:

• The date a specific product was purchased, lost, damaged, expired, set for business use, sold, or refunded.
• The status type - whether the product was purchased, lost, damaged, expired, set for business use, sold, or refunded.
• The vendor of a product. 
• If a product was edited or modified in any way.
• The employee who made changes to the item. 
• The product cost.
• Any changes in the price sales of products.
• Refund amounts. 
• If there were any increases or decreases in the quantity of a product.
• The number of points that were given or redeemed each time a product was sold.
• Any sales taxes that were added to a product during a transaction. 
• The ability to edit a transaction that involved a product. 

5. Click on the calendar icons to see a product history within a specific date range. 

6. Click on the drop-down to add a search filter when looking for specific items in the product history. You can filter the search by purchased, lost, damaged, expired, business use, sold, or refunded products. Click Select Type to include all product types. Click Search when you're finished adding the search filters. 

7. Each transaction in the product's history has an Edit function. Click Edit to make modifications.  

8. For purchased products, for example, you can edit the Vendor, Business Cost, Sales Price, Quantity, Storage Location and Display Location. 

9. For sold products, you can reassign the service provider who sold the item. 

10. Click Submit when you're finished making the edits. 

11. Click Export to export the file to an Excel. Click Print to get a physical copy.