The transaction tab offers a complete overview of all purchasing and inventory transactions related to the item, including transaction history, details, inventory status, and financial information, all consolidated in one place for easier reference. This section is crucial for tracking the item's lifecycle and making informed inventory and financial decisions.
Item Header
The item header appears when you access the inventory tab. To make any modifications, return to the profile tab, click the (+) icon to expand the item header, modify the necessary fields, and then select "Save."
Column Customization
Column Customization
Within any scoreboard, users can customize the columns they wish to display based on their preferences. To do so, click the three dots in the detail window, select 'Columns,' choose the desired metrics to display, and then click 'Apply.'
Requests Scoreboard
Requests Scoreboard
The Requests scoreboard provides transaction details related to purchase requests and includes both a search function and sorting options for transactions.
This scoreboard significantly improves the efficiency and transparency of managing item purchase requests.
The scoreboard details include the document number and status, department, creation and modification dates of the request, required date, quantity requested, price, and total amount for the item.
Orders Scoreboard
Orders Scoreboard
The Orders scoreboard provides transaction details associated with purchase orders and features a search function along with sorting abilities for transactions.
The Order scoreboard serves as the central hub for managing and tracking orders within a system.
The scoreboard details display the document number and status, department, creation and modification dates of the request, required date, quantity ordered, price, and total amount for the item.
Receipts Scoreboard
Receipts Scoreboard
The Receipts scoreboard offers transaction details related to the receivers and includes a search function for transactions as well as a sorting feature.
The Receipts scoreboard enhances the efficiency of the receiving process, improves visibility into received items, and supports better inventory management.
The scoreboard details provide the document number and status, department, creation and modification dates of the request, required date, quantity received, price, and total amount for the item.
Invoices Scoreboard
Invoices Scoreboard
The Invoice scoreboard provides transaction details related to invoices and features a search function for transactions, along with sorting capabilities.
The Invoice scoreboard streamlines invoice management, enhances visibility into financial transactions, and facilitates improved tracking of purchases.
The scoreboard details encompass the document number and status, department, creation and modification dates of the request, required date, quantity invoiced, price, and total amount for the item.
Inventory Scoreboard
Inventory Scoreboard
The Inventory scoreboard provides transaction details related to the items inventory request and features a search function for transactions, along with sorting capabilities.
The Inventory scoreboard enhances the efficiency of managing stock requests and supports more effective operational planning for the item.
The scoreboard details contain the document number and status, department, creation and modification dates of the request, required date, quantity requested, price, and total amount for the item.
