Review Historical Inventory Transactions

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:

1. Open SapphireOne and navigate to Inventory > History > Transactions.
2. Select Date Range – Use the date picker to select the range of transactions you wish to view.
3. Filter Transactions – Apply filters such as transaction type, inventory ID, or client ID to narrow down the results.
4. View Details – Click on a specific transaction to view detailed information, including item quantities, prices, and dates.
5. Export Data – If needed, use the export function to download the transaction data in a preferred format (e.g., CSV, PDF).

For more detailed instructions, please refer to the Inventory > History > Transactions article.