IN THIS ARTICLE

• Type filter: Overview
• Text Guide:
  • Filter using Type

Type filter: Overview

Filter transactions based on the operation performed on them:

• Issues
• Receipts
• Stock Count
• Discards
• Transfers

TEXT GUIDE

Navigate to the Transactions page

To view transactions navigate to the Transactions page:

1. Click on the INVENTORY tab in the main menu
2. Select the TRANSACTIONS tab from the drop-down list
3. You will see a list of the transactions within all the entities

Filter using Type field

View & export a list of transactions for an entity and for materials associated based on the type of operation

1. Click on the Type field to expand the drop-down list and select the transaction by which you want to filter results
2. Your results will appear in a tabular format
3. You can export this information using the Export button

NOTE You can also use other filters in combination with Type such as: Entity: This will allow you to choose a single entity Material: This will give you a list of a single material within the entity Type: View a single type of operation performed on that material From & To: Get all transactions performed on that material within a specified date range Vendor: View all transactions from a specified vendor Remember that when you combine multiple tags or filters, only transactions that meet ALL selected criteria are shown, not transactions that meet ANY selected criteria.