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Transaction Enquiry

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About Transaction Enquiry

The Transaction Enquiry screen enables you to view all Completed/Dispatched/Receipted transactions (any open transactions are excluded) based on the filters specified. You can filter by:

  • Date range
  • Transaction Type
  • Warehouse
  • Product
  • Customer and Supplier Reference

Once you have selected your filter, simply press Run to get your requirements. You can export the report to PDF for your requirements. Alternatively, you can run an Excel report for further review and analysis. You can drill down into the transaction details by clicking on available hyperlinks. You can access the Transaction Enquiry via Reports | Inventory | Transaction Enquiry.

 

Filter and Field descriptions

 

Header field descriptions

Date From & To: If you want to see the transactions from or to a certain date you can enter these here. Leave blank if you would like all transactions.

Transaction Type: If you only want to see a certain type of transaction, select the transaction type from the available list.  Note that S
Product Code & Description: If you would like to see transactions for a particular product only then specify this here
Warehouse: If you would like to see transactions for a particular warehouse you can specify the warehouse here
Reference: If you would like to see all transactions with a particular reference on them (e.g. Customer Reference or Supplier Reference) you can specify this here.

 

Using the custom grids

 

Depending on what sort of information you require, you can enter the relevant criteria and then click Run at the top on the banner.

You can also export what you are seeing to a number of different formats such as pdf, xls and .xlsx using the Export button on the banner.

Using the tool bar above the grid, you can do a number of other things to the information shown in the grid.

These are described as follows:

  • Group By Column(s):

To group by a desired column you simply need to drag and drop it into toolbar above the grid. As soon as you drop it the grid will group everything based on that column. You can group by as many columns as you like and expand all or collapse all the groups under the More menu.

  • Create Multiple Views:

To set up multiple views of this report you just need to click New on the toolbar and give it a name after making any customizations. You can create as many views as you like and also choose a default which will be displayed when you first click on the report.

  • Customize Columns Shown:

Using the Hidden Columns button you can choose what columns are shown on the grid and where. To add or remove a column, simply drag and drop the columns you like to and from the Hidden columns box.

 

Exporting the Transaction Enquiry

Use the Export button to download the transaction list in PDF, CSV or XLSX file format.

Note:  Sales Shipments with have a value of "Sales Invoice" as the transaction type.

Miscellaneous

If you set a Default Grid Layout within the Transaction Enquiry report, this will also carry over to your Product 'Transactions' tab with the same formatting.

How to Create Default Grid Layouts

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