Transactions
Also known as: Activity Records, Inventory Movements
A Transaction is recorded any time an item’s quantity changes in FTS. Transactions provide the history of how, when, and by whom items were used, returned, adjusted, or restocked.
What Creates a Transaction?
Any action that increases or decreases an item’s stock creates a transaction:
- Issue: Item checked out by an employee.
- Return: Item returned (Semi-Consumable or Durable).
- Adjust: Consumable item added back into stock if unused.
- Restock: Item received into inventory from a purchase order.
- Auto Scrap: Semi-Consumable item automatically scrapped after expiration.
- Move: Item moved from one location to another.
Where Transactions Are Used
- History Tabs: Found in Items, Stations, Locations, and Employees. Each history tab displays the transactions for that record.
- Reports: Transactions are the foundation of many reports, including Transaction Report, Usage Per Month, and Unreturned Inventory.
- Audit and Compliance: Transactions provide a complete audit trail of all inventory activity.
Example Transaction Record
- Date/Time
- Employee
- Item ID and Description
- Station / Cabinet / Location
- Action (Issue, Return, Adjust, Restock, Scrap, Move)
- Quantity Change
- Notes (if provided)
FAQ
What’s the difference between a Transaction and an Audit Log?
- Transaction: Records item quantity changes (e.g., issue, return, restock).
- Audit Log: Records system changes to item or supplier settings (e.g., Min/Max changed, email updated).
Where can I see all Transactions?
Use the Reports module and run a Transaction Report.
Do all inventory actions create a transaction?
Yes. Any action that changes item stock creates a transaction.