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Inventory History : Step-by-Step Guide

Inventory History is a read only timeline of stock changes per item and location. Each entry shows who made the change, the reason, and stock before, adjustment amount, and stock after. Use it for review and audit only, not editing.

Updated this week

Overview

The Inventory History module gives you a timeline of all stock level changes for your items.

Each line in the report shows:

  • which item changed

  • at which store/location

  • which employee made the change

  • the reason

  • the old stock, adjustment, and stock after

This screen is for reviewing and auditing. You don’t edit stock here – all changes come from other inventory modules.


Key Features

From the screen and route, Inventory History includes:

  • Search by item or SKU
    A search box labelled “Search by item name or SKU” to quickly find a specific product.

  • Date range filter
    Lets you pick a start and end date so you only see movements in that period.

  • Location filter
    Drop‑down (e.g. All) to view history for a specific store or warehouse.

  • Reason filter
    Drop‑down (e.g. All) to show only certain types of changes (for example, adjustments, counts, transfers).
    The exact list of reasons comes from actions in other modules.

  • Additional Fields menu
    A button labelled Additional Fields so you can turn extra columns on or off if they are available.

  • Export / print options
    Icons above the table for:

    • Downloading the report

    • Generating a PDF / printing

  • Detail table
    Columns visible in the grid:

    • Date – when the change happened

    • Item – product name

    • Store – location where stock changed

    • Employee – user who made the action

    • Reason – why stock changed

    • Old Stock – stock level before the change

    • Adjustment – quantity added or removed

    • Stock After – stock level after the change


Getting Started

  1. Open the module

    • In the left menu, click Inventory Management.

    • Click Inventory History.

  2. Check the default filters

    • At the top, you’ll see:

      • Search (item name or SKU)

      • Date range

      • Location

      • Reason

    • By default, the date may be set to today or a recent range, and location may be All.

  3. Understand the table

    • If there are matching records, they appear in the grid.

    • If the grid shows “Empty”, it means there are no changes for the current filters.


How to Use

A. See all inventory changes in a date range

  1. Go to Inventory Management → Inventory History.

  2. In the Date filter, choose the period you want to review
    (for example, last month or this week).

  3. Set Location:

    • Choose a specific store/warehouse, or keep All to include every location.

  4. Leave Search empty and Reason = All.

  5. The table will show every stock change in that period, grouped by item and date.

Use the page arrows and items per page to browse through all results.


B. View history for a specific item

  1. Open Inventory History.

  2. In the Search box, type part of the item name or SKU
    (for example, BBQ or 123263010).

  3. Adjust Date and Location if needed.

  4. Keep Reason = All to see every type of change for that item.

Now you’ll see a clean trail of:

  • when the stock changed

  • who did it

  • how much was added or removed

  • what the stock level became after each change

This is useful for investigating discrepancies.


C. Filter by reason (for example, only adjustments)

  1. Go to Inventory History.

  2. Set Date and Location as usual.

  3. In the Reason filter, choose the reason you want to review
    (for example, a particular adjustment or movement type in your setup).

  4. The table will refresh and show only the lines with that reason.

This helps you focus on things like manual corrections, counts, or a specific type of transaction.


D. Show or hide additional fields

  1. On the Inventory History screen, click Additional Fields.

  2. Tick or untick any optional columns that appear in the list.

  3. The table updates to include or remove those columns.

Use this to show only the information you care about on screen or in exports.


E. Export or print inventory history

  1. Apply Search, Date, Location, Reason, and Additional Fields as needed.

  2. Click the download icon to export the report (for example, to a spreadsheet).

  3. Click the PDF/print icon to generate a printable version.

  4. Follow your browser prompts to save or print.

Exports are useful for audits, investigations, or sharing with finance and operations teams.


Connected Modules

Inventory History does not update stock itself. It records the results of actions done elsewhere. From the navigation and module names, Inventory History is connected to:

  • Inventory Management → Adjust Stock

    • Manual increases/decreases made there appear here with adjustment reasons.

  • Inventory Management → Inventory Count

    • Differences found during physical counts create adjustments that show up in history.

  • Inventory Management → Stock Receive History

    • Incoming stock from Purchase Orders or returns affects inventory levels that are summarised in Inventory History.

  • Inventory Management → Transfer Orders

    • Transfers between locations change stock at both the source and destination and are reflected in the history.

  • Inventory Management → Production

    • If production consumes or produces inventory items, those movements can also contribute to history lines.

Because of these connections, Inventory History is the central place to see everything that changed stock, across all other inventory modules.


Troubleshooting

“The table is empty”

  • Check the Date range

    • Make sure the date covers days when activity happened.

  • Check the Location

    • Set to All to confirm if changes occurred in another branch.

  • Check the Reason

    • Set Reason = All to avoid hiding some types of movements.

  • Clear the Search

    • Remove text from the Search box to show all items.


“Numbers don’t match my current stock”

  • Inventory History shows movements, not just ending balances.

  • To understand a difference:

    1. Filter by the specific item and location.

    2. Use a wide Date range (for example, last 3–6 months).

    3. Review each line (Old Stock → Adjustment → Stock After) to see how the stock evolved.

If a movement seems wrong, trace it back to the module that created it (Adjust Stock, Inventory Count, Transfer Order, or Purchase Order receiving) and review the original transaction there.


“I don’t see who made the change”

  • Make sure the Employee column is visible:

    • Click Additional Fields and confirm that employee‑related fields are enabled, if they are configurable in your setup.

  • If some rows still don’t have a name, it may mean the original transaction didn’t record a user (for example, imported or system‑generated entries).


“The export doesn’t look like the on‑screen table”

  • Confirm that the same filters are applied before exporting.

  • Some exports may always include a standard set of fields, even if you hide them on screen.

  • If you need more detail, turn on extra columns with Additional Fields and export again.


By using the Inventory History module together with Adjust Stock, Inventory Count, Stock Receive History, Transfer Orders, and other inventory tools, you can fully track how your stock levels changed over time—what happened, where it happened, and who performed the action.

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