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Next Generation - Access stock movement history directly from a stock record

A guide to accessing the Stock Movement History Enquiry, covering how to view movement transactions for all stock records or a specific stock item directly from the Stock Records screen.

The Stock Movement History Enquiry holds all the stock movement transactions for all your stock records and allows you to make enquiries about these transactions.

Access stock movement transactions directly from the stock

  1. Click Stock then click Stock Records.

    • Note: All stock records are displayed. You can narrow down your search by using the advanced filters. You can also search on the columns directly by pointing the mouse to the name of the column and click on the 3 small horizontal lines icon and choose from the available filter list, then click OK.

  2. Select the checkbox next to a stock record you wish to view the transactions for.
    Note: The Action Panel automatically opens from the right-hand side of the screen.

  3. Click the Stock Movement History card.

The Stock Movement History Enquiry opens with only the selected stock's transactions listed.

Note: When you access the enquiry directly from a stock record, the list of transactions are filtered based on the selected record. For more information please refer to remove filters.

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