Item History

Documentation Table of Contents

The item history window displays all increases or decreases in an item's on hand or total value for a specified date range. View daily sales, purchases and adjustments.

Data Selection

Enter and select the criteria for the data to view.

• Item Number

  Enter the item number to view.

• Description

  The description of the item.

• Store

  The store to view. If left blank all stores will be displayed.

• Size

  Select the size to view. Note - where an item is purchased in one size and sold in another size you need to select "All Sizes" to get a true picture of all activity.

• Dates

  Select a range of dates to view.

• From

  The start date for the date range to view.

• To

  The end date for the date range to view.

Data Format

• Quantity Size

  Select the size format to view. For example, if an item has two sizes (a case of 12 and a single) and you have 24 single units on hand. If you select "Case" as the display format the table will show a total quantity of "2" on hand. If you choose to view the data in single units then the display table will show a total quantity of "24" on hand.

Display Table

• Date

  The date for which the totals are displayed.

• Total Qty

  Displays the total quantity on hand as at the opening date, the total quantity on hand as at the closing date, and the net change in quantity for each date listed.

• Total Cost

  Displays the total cost (value) of the item as at the opening date, the total cost (value) of the item as at the closing date, and the net change in cost (value) for each day displayed.

• Sold Qty

  Displays the total quantity of items sold for the date range and the total quantity of items sold for each day within the date range.

• Sold Cost

  Displays the total cost of the sold quantity for the date range and the total cost of all items sold for each day in the date range.

• Sold Price

  Displays the total selling price of the sold quantity for the date range and the total selling price of all items sold for each day within the date range.

• Recv Qty

  Displays the total quantity of all receivings during the date range and the total quantity of receivings for each day within the date range.

• Recv Cost

  Displays the total cost of all receivings during the date range and the total cost of receivings for each day within the date range.

• Adj Qty

  Displays the total quantity of all item adjustments for the date range and the total adjustments for each day within the range.

• Adj Cost

  - Displays the total cost of all item adjustments for the date range and the total cost of adjustments for each day within the date range.

Refresh

Clicking on refresh will refresh the data on the screen to match the current selection criteria.

Print

Click on the "Print" button to print the detail to the printer or save the data as a PDF file or csv file.