Inventory History

The History page shows a complete log of every inventory change — past and in-flight. Receives, sales, manual adjustments, transfers, production, open purchase orders, open sales orders, and work orders in progress all show up here. It's your audit trail for "what happened" and your forward-looking view of "what's about to happen."

How to Get There

Go to Inventory > History in the sidebar.

What You'll See

Each row in the history table represents a single inventory change. Here's what the columns show:

Pending vs. Complete

Every row has a status badge:

• Complete (green) — The transaction has actually happened. Inventory has moved.
• Pending (yellow) — The transaction is expected but hasn't been finalized yet. Inventory hasn't moved yet.

Pending rows come from in-flight work so you can see upcoming stock movement before it happens:

• Open purchase orders waiting to be received
• Open sales orders that haven't shipped yet
• Work orders in progress (both the inputs they'll consume and the outputs they'll produce)
• Transfer orders that have been created but not yet sent or received

Pending rows don't affect your current inventory count — they're a forecast. As soon as the underlying transaction is completed (PO received, SO fulfilled, WO logged, transfer sent), the pending row drops off and is replaced by a Complete row.

Transaction Types

You'll see these types of changes in the history:

• Received — Items received from a purchase order, or the expected receipt on an open PO (pending)
• Sales — Items deducted from a fulfilled sale, or the expected deduction on an open sales order (pending)
• Manual Add — Someone manually added inventory (like a count adjustment upward)
• Manual Deduct — Someone manually removed inventory (count adjustment downward)
• Transfer Out / Transfer In — Items moved between locations, including transfer orders that haven't sent yet (pending)
• Production Input — Ingredients used in a work order, or the expected consumption on a WO in progress (pending)
• Production Output — Finished products created by a work order, or the expected output of a WO in progress (pending)

Filtering and Searching

The history page can show a lot of data, so there are several ways to narrow things down:

• Search — Type an item name, vendor, or customer to find specific entries
• Date range — Set start and end dates to see a specific time period
• Item filter — Show history for just one item
• Location — Filter by a specific warehouse or store
• Transaction type — Show only receives, only sales, etc.
• Status — Show only Pending rows or only Complete rows
• Vendor or Customer — See all transactions with a specific trading partner

Lot Tracking

If you track lot numbers, clicking a Complete row opens a detail panel showing lot information — the lot number, which item it belongs to, and how that lot has been used (sold, transferred, used in production, etc.). Lot and traceability tabs aren't shown for Pending rows since the movement hasn't happened yet.

Saved Views

If you frequently check the same slice of history — say, all receives at a specific location — you can save that filter setup as a named view.

Click any filter combination, then use the Save View button to name and save it. Your saved views appear as buttons in the header bar for one-click access. You can update, rename, or delete views from the dropdown menu on the active view button. Click All to clear the active view and return to the full history.

Good to Know

• History is read-only — you can't edit past transactions. If something is wrong, do a new count or manual adjustment to correct it.
• Every entry is tied to the user who made the change, so you always know who did what.
• Quantities are shown in each family's Inventory Unit (the base unit at the root of its conversion chain).
• You can customize which columns are visible using the column preferences button.
• CSV export includes both Pending and Complete rows when you're viewing the full history (the Status column is part of the export). To export only one status, apply the Status filter first.
• Pending rows are not counted toward your on-hand inventory — that stays driven by Complete transactions only.

Related

• Counting Inventory — How to do counts and adjustments
• Inventory Overview — How inventory tracking works
• Transferring Inventory — Moving stock between locations