Managing historical transactions is crucial for tracking past inventory movements and ensuring accurate records. This guide will teach you how to view and manage historical transactions in SapphireOne. The steps are as follows:
- Navigate to Inventory > History > Inquiry and select the Transactions item. Sapphire one will display the History Inventory Transaction screen which displays a list of historical transactions with the most recent transactions at the top of the list
- Select Date Range – Use the date picker to select the range of transactions you wish to view.
- Filter Transactions – Use the Options menu on the main toolbar to apply filters such as Transaction type, Inventory ID, or Client ID to narrow down the results.
- View Details – Double Click on a specific transaction to view detailed information, including item quantities, prices, and dates.
- Printing – If needed, select the small down arrow next to the printer button on the main toolbar to select various printing & email options
For more detailed instructions, please refer to the Inventory > History > Transactions article.