Inventory History
The History page shows a complete log of every inventory change that's happened — receives, sales, manual adjustments, transfers, production, and more. It's your audit trail for answering "what happened to my stock?"
<!-- Screenshot: Inventory History page showing a table of transactions with type, quantity, date, and user columns -->How to Get There
Go to Inventory > History in the sidebar.
What You'll See
Each row in the history table represents a single inventory change. Here's what the columns show:
| Column | What it means |
|---|---|
| Item Name | Which item was affected |
| Type | What caused the change (see below) |
| Quantity | How much was added or removed |
| Total After | The inventory total after this change |
| Date | When it happened |
| Performed By | Who made the change |
| Location | Which location was affected |
| Vendor / Customer | The vendor or customer involved (if applicable) |
| Notes | Any extra details or system notes |
Transaction Types
You'll see these types of changes in the history:
- Received — Items received from a purchase order
- Sales — Items deducted from a sale or invoice
- Manual Add — Someone manually added inventory (like a count adjustment upward)
- Manual Deduct — Someone manually removed inventory (count adjustment downward)
- Transfer Out — Items moved out of this location to another
- Transfer In — Items moved into this location from another
- Production Input — Ingredients used in a work order
- Production Output — Finished products created by a work order
Filtering and Searching
The history page can show a lot of data, so there are several ways to narrow things down:
- Search — Type an item name, vendor, or customer to find specific entries
- Date range — Set start and end dates to see a specific time period
- Item filter — Show history for just one item
- Location — Filter by a specific warehouse or store
- Transaction type — Show only receives, only sales, etc.
- Vendor or Customer — See all transactions with a specific trading partner
Lot Tracking
If you track lot numbers, clicking on a history row opens a detail panel showing lot information — the lot number, which item it belongs to, and how that lot has been used (sold, transferred, used in production, etc.).
Good to Know
- History is read-only — you can't edit past transactions. If something is wrong, do a new count or manual adjustment to correct it.
- Every entry is tied to the user who made the change, so you always know who did what.
- Quantities are shown in inventory units (your base tracking unit for each item).
- You can customize which columns are visible using the column preferences button.
Related
- Counting Inventory — How to do counts and adjustments
- Inventory Overview — How inventory tracking works
- Transferring Inventory — Moving stock between locations