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View part transactions

*Note: The Inventory feature is automatically enabled for new clients with the Parts & Purchase Orders add-on module that purchase on or after August 1, 2022. It will become available to existing clients that have the Parts & Purchase Orders add-on module in 2023.

 

  1. Click on Parts & Purchase Orders from the side menu, then click Inventory.

  2. Filter or search for the part you want to view transactions for.

  3. Click on the three dot icon () under the Actions column for the part at the correct storage location.

  4. Click on View Transactions. This takes you to a list of transactions for that part.

  5. To view the details of a transaction, click the linked number in the Transaction Data column.

  6. A window will appear showing you the details of that transaction.