Managing transactions effectively involves viewing, modifying, and finally posting them. This ensures accurate records and smooth operations. The steps are as follows:
- Navigate to Inventory > Purchases > Inquiry and select the Transactions item.
- Select the transaction you wish to modify, view or post.
The user may use CMD+F key combination to filter and sort by column headers. - Viewing the transaction only lets you see the information without making changes.
- Modifying an un-posted transaction enables you to update its details.
- Once viewed or modified, double-check the information for accuracy.
- Option 1 – Right-click on the transaction in the list and select the Post item.
- Option 2 – Select Sapphire Tools > Process and select the Post Transaction item.
- Option 3 – Navigate to Inventory > Purchases > Process and select the Post Transactions item, mark the transaction, and click the Process button.
For more detailed instructions, please refer to the Inventory > Purchases > Transactions article.