Being able to see the Inventory History of a product is absolutely essential. With the Inventory History in Thrive, you'll be able to see what caused a quantity to change, when it happened, and how much was added or deducted.
Inventory History is separated by location and you can access it from multiple spots on Thrive. In addition, each integration should have its own version of an inventory history or an audit log for each product. When compared with our Inventory History, it can be extremely helpful when investigating discrepancies or issues.
Keep reading for more details.
From the main Inventory page
To view a product's inventory history on the Products page, simply click on the quantity value in the "In Stock" column.
Once you've clicked into the inventory history, you can switch between locations, or export the information as a PDF or CSV.
You'll also see helpful information like the timezone of the location you are looking at, and if there are any incoming quantities from a Purchase Order or Internal Transfer.
Hover over the symbols in the "Notes" column (on the right side) to get more details on the movement.
From the Reports section
To view a product's inventory history in the Reports section, simply click on any hyperlinked (blue) quantity in the report you are running.
It will be the same information you access from the Inventory page, including the ability to export as a PDF or CSV, switch between locations, see the location timezone, and be aware of any incoming quantities.
Just like the Inventory page, hover over the symbols in the "Notes" column (on the right side) to get more details on the movement.
Symbol Key
There are many different symbols in the "Notes" column that could show up in your Inventory History. Here are a few of the most common entries. Remember, you can hover over the symbol and that will give you more information, like any Notes left or a link to the receipt.
Currency/Dollar Bill (Green) - Sales transaction.
Receipt (Blue) - Quantity fulfilled via Invoice.
Checkmark (Green) - Changed on a Stocktake.
Clipboard with paper (Green) - Quantity changed from Purchase Order or Internal Transfer.
Paper (White) - Inventory movement. This could be from many different things from an adjustment from a bulk upload, the Scan app, or the Actions Edit (or Add) feature on the Products page.
Product Audit Log
To see what changes were made to a product, like when it was created or last updated, that information will be in the Audit Log.
To learn more about the specific places you can view the Audit Log, click the button below: