Item Maintenance - History
History for any item is available for an unlimited period (or system database limitations) for any item.

Historical Information can be referenced for: -
  • Sales - Each time an item is sold information is stored. The history refers to this database by Store Date Item and Lane Number.
  • Received Items - As Items are received, information is stored..  The history for this item refers to Date, Units Received, Document  (Invoice) Number and Receiver.
  • Returned Items - As Items are put on Credit Notes for return or other reasons, information is stored. The history for this item refers to Date, Units Returned/Credited, Document  (Credit Note) Number and Receiver.
  • Transfered In and Out - As transfers between Warehouses are made or Cases Broken to re-packs, entries are stored.. The history for this item refers to Date, Units Transfered, Document  (Transfer) Number and Receiver.
  • Counts - As Stock sheets are created individual item count and adjustment information is stored. The history for this item refers to Date, Units counted Document  (Stock Sheet ID) Number and Supervisor, plus an indication of whether or not the Adjustment was posted at the time.
  • Customers - Select this option to see who has been purchasing this item.  (Available only from eStream POS systems)
  • Pricing - Each time an item price is changed in a Price Batch the price change information is stored. The history for this item refers to Date, Packs Per Case, Retail Price and Cost and Supervisor.
Find and select an item to view starting in the Inventory - Item Maintenance Screen
 



Double Click or Press Enter on the  selected line to open the Item Maintenance Editor.
In the Item Maintenance Editor - Select the 'History' Tab option.
  • This shows the Week, Month and Year To Date activity summary for this item.
  • Click on the any 'History Detail' Tab options on the History Tab to see more detail. 
  • This brings up the History form for the item selected.
  • Click on any of the top option buttons to view item history.

Correcting Stock Sheets from Documents in History.

Sometimes items that should have been included in a count, are missed because they are sitting on the receivings dock and have not been unpacked OR Items just received that should not have been counted were counted in by mistake.

Rather than re-opening the stock sheet and changing the counts of each item on the sheet, this method allows an enitre invoice to update a stocksheet in one operation.

Use this option with caution!

First, find the Stock Sheet in the Inventory - Stock Sheets OR use the 'Re-open Stocksheet' option in the Inventory - Period Activity report list.
  • Select the 'Sheet Functions' Tab Option.
  • Make selections from the 'Adjust Stock Sheet From Document' form.

 

This function will update the stocksheet counts or adjustments, by the amount of the items on the Document type chosen.

  • You can choose either to add or subtract the counts on the document, by selecting the Plus (+) or Minus (-) button accordingly.
  • Select a document to affect the Stock Sheet
  • Click on the 'Apply Selected' button.