Generate an Inventory Transactions Report

The Transactions Report summarises all inventory transactions related to a job project. This report is vital for auditing purposes and for ensuring that all inventory movements are accurately recorded. The steps are as follows:

1. Navigate to Job Projects > Inventory > Transactions Report.
2. Select the relevant job project from the dropdown list.
3. Configure Report Parameters:
   • Date Range – Specify the date range for the report.
   • Transaction Type – Select the type of transactions to include (e.g., all, sales, purchases).
   • Status – Choose the status of transactions to include (e.g., posted, unposted).
4. Click on Generate to create the report.
5. Review the report for a summary of all inventory transactions.

For more detailed instructions, please refer to the Job Projects > Inventory > Transactions Report article.