Stock > Performing a Transaction Enquiry

Performing a Transaction Enquiry

Why:

This function is useful when you want to find out about sales, receipts, price updates or stock adjustments for a particular part number. You can enquire on all current and archived parts transactions.

 

Where:

In the parts view, locate and then highlight the part you want to enquire about. Right-click the selected part and select Transaction Enquiry. This will display a Transaction List window for that part.

Alternatively select Actions from the menu bar, then Transaction Enquiry. This will display a Transaction Enquiry Filter window where you can input the part number. Once you've input the appropriate details, a Transaction List window will be displayed based on the selected criteria.

 

How to Perform a Transaction Enquiry:

The Transaction window lists all transactions based on the criteria selected.

Each transaction can be opened to see information on costs and charges relating to that specific transaction. To open a transaction highlight it and right click “Open” or double click the transaction from the transaction list window.

To see archived information, from the Transaction List, select filter icon and select Archive from Live/Archive drop down list.