Warehouse transactions
The WareHouse Transactions page lists every stock movement of every item: stock received and sent on work orders, moves, adjustments and opening stock. It is for looking up movements only; nothing can be changed here.
To open it, select Operations > Warehouses > Transactions.
For how warehousing works, see Warehouses.
Find transactions
Section titled “Find transactions”- Set the filters.
- Select Search.
Reset clears the filters.
| Filter | Finds |
|---|---|
| Transaction Type | InBound or OutBound transactions. |
| Item Code, Item Name | Transactions of items whose code or name contains the text. |
| Warehouse, Area, Storage | Transactions at that place. Choose the warehouse first, then the area, then the storage. |
| Reference | Transactions whose reference contains the text. |
| Customer | Transactions of stock belonging to a customer whose name contains the text. |
| Cancelled | Only cancelled (Yes) or not cancelled (No) transactions. |
| Source | Adjustment, Move or WO. With all three selected, opening stock is included too. |
| Multi-Value Search | A list of up to 100 Work Order ID, Item ID or Reference values, separated by commas, semicolons, tabs or new lines. TrakIT remembers this filter. |
The list
Section titled “The list”The list shows 20 transactions per page, newest first. Cancelled transactions are shown in red.
| Column | Shows |
|---|---|
| Time/Date | When the transaction happened. |
| Type | InBound (green) or OutBound (red); a grey cross means cancelled. |
| Source | Adjustment, Move or WO; opening stock has none. |
| Item Code/Name | The item. Select it to open the item. |
| Quantity | The quantity, with + or -. |
| Work Order | The work order of the transaction. |
| Inbound WO | For stock taken out, the work order that brought it in. |
| WareHouse, Area, Storage | Where the stock was. |
| Customer | Whose stock it is. |
| Reference, Remarks | The reference and remarks. |
| Item Age | How many days the stock had been in the warehouse. |
| User | Who made the transaction, or System. |
To download all the transactions that match your filters as an Excel file, select Export.
Who can use this page
Section titled “Who can use this page”Your role needs these permissions in the Warehouse Transactions section:
| Permission | Allows you to |
|---|---|
| Read | Open the page. |
| Export | See Export. |