Transaction

Here's a guide to using the Transaction page

Inventory Transaction List Page

  1. On this page, you can view a list of all incoming and outgoing stock transactions

  2. Use the search field at the top to search for transactions by product name or SKU

  3. Press the calendar icon in the top right corner to filter transactions by date range

  4. Press the three-dot icon to export transaction data to Excel (PRO feature)

  5. Each transaction item displays:

    • Product image and photo of the user who made the transaction

    • SKU code and product name

    • Transaction date & time

    • Stock quantity (+ for incoming, - for outgoing)

Adding New Transaction

  1. Press the "Add Transaction" button at the bottom

  2. Fill in the transaction form:

    • Select transaction type (In/Out)

    • Select transaction date

    • Choose product from list

    • Fill in expiry date if product has an expiration date

    • Enter stock quantity

    • Add notes if needed

  3. Press "Save" in the top right corner to save the transaction

Transaction Details

  1. Press the transaction item to view complete details

  2. On the details page you can:

    • View complete transaction information

    • Edit transaction data by pressing the pencil icon

    • Delete transaction by pressing the trash icon

    • View stock changes by pressing "Stock Changes"

Note: Only business owners can modify and delete transactions.

Last updated