Review Historical Inventory Lines

The Inventory Lines function in SapphireOne allows users to view and manage historical inventory transactions associated with a specific Job Project. This functionality is crucial for tracking inventory usage and ensuring accurate record-keeping. The steps are as follows:

  1. Navigate to Job Projects > History > Inventory Lines.
  2. Select Project:
    • Project ID – Enter the Project ID or use the wildcard @ symbol to search for the correct Project.
    • Date Range – Specify the start and end dates for the inventory history.
  3. Click on the Recalculate button to display the inventory lines.
  4. Review the inventory transaction details displayed on the screen.
  5. Use the Export to HTML or Export to CSV buttons to save the inventory lines. Alternatively, click the Print button to print the inventory lines.

For more detailed instructions, please refer to the Job Projects > History > Inventory Lines article.

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