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How to view an inventory item's transaction history in ProcureDesk

Overview

Every inventory item's detail page includes a Transaction History section showing a running log of all stock movements for that item: receipts, releases, adjustments, and transfers, all in one place.

Prerequisite

  • You need the Inventory: View and Inventory: View all permission to open an item's detail page and see its Transaction History. If you need to see items across all locations or departments, you need instead.

  • If you don't have the required permission, contact your admin under General Settings > Manage Privileges.

Steps

  1. Go to Inventory > Inventory.

  2. Click the Item # of the item you want to review. This opens the item's Product Summary page.

  3. Scroll down to the Transaction History section, below Receipt Details.

  4. Each row shows: Date, Transaction ID, Transaction type, Location impacted, Performed by, Quantity in/out, and Total running balance.

  5. Use the search box to filter entries, or click Export to download the full history.

FAQ

Q: What transaction types show up here?

  • Receipt, Release, Adjustment, or Transfer, any activity that changes the item's stock level.

Q: What does "Total running balance" show?

  • The item's on-hand stock level immediately after that transaction, so you can pinpoint the exact balance at any point in time.

Q: What does "Location impacted" show?

  • The specific warehouse/bin location affected by that transaction

Q: Can I edit or delete an entry?

  • No. The view is read only, it's an audit trail, not an editable log.

Q: Can I export the history?

  • Yes, click Export above the table.

Q: Why can't I see the Transaction History section on an item?

  • You may not have the Inventory: View permission (or Inventory: View all, if the item belongs to a location or department outside your access). Contact your admin to enable this under General Settings > Manage Privileges.

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