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backups/backup_html_20260109_181143/inven_itemhistory.htm
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backups/backup_html_20260109_181143/inven_itemhistory.htm
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<!doctype HTML public "-//W3C//DTD HTML 4.0 Frameset//EN">
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<html>
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<head>
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<meta http-equiv="Content-Type" content="text/html; charset=windows-1252">
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<meta name="generator" content="Adobe RoboHelp 2019">
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<title>Item History and Statistics</title>
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<link rel="StyleSheet" href="../qbpos.css" type="text/css">
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<style type="text/css">
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/* FORCE ALL FONTS TO 12PT */
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* { font-size: 12pt !important; }
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body, p, li, ol, ul, div, span, td, th, h1, h2, h3, h4, h5, h6 { font-size: 12pt !important; }
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</style>
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<style title="hcp" type="text/css">
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<!--
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span.hcp1 { font-weight:bold; }
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font.hcp2 { font-weight:bold; }
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font.hcp3 { font-style:italic; }
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-->
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</style>
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</head>
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<body><a name="642b3b9347ca42c9b00b820c00c373fa=1"></a>
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<script type="text/javascript" src="../ehlpdhtm.js" language="JavaScript1.2"></script>
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<p class="Help-Heading-1" style="background-color: #008000;">Item History and Statistics</p>
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<p class="Help-Text"><a href="invenvoverview.htm">Inventory Overview</a> <font color="#C0C0C0">|</font> <a href="inven_itemratings.htm">Item Ratings & Trends</a> <span style="color: #c0c0c0;">|</span> <a href="inven_reports.htm">Inventory Reports</a></p>
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<p class="Help-Text"> </p>
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<p class="Help-Text">Item history provides a listing of every <a href="../qbpos_glossary_of_terms/glossarypage.htm#glossary_transactionaldocs">transactional document</a> that has affected an item and a running tally of changes in on-hand quantity. You can click any listed document to view it.</p>
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<p class="Help-Text">Item Statistics include an item summary, including cost and profit information and total quantities in/out.</p>
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<p class="Help-Heading-2">Item History  </p>
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<p class="Help-Text">(Pro) Item history can be viewed only at Headquarters. Headquarters can filter to view the history for any one store or for the entire company.</p>
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<p class="Help-Text">To view an item's history, with the item record in Edit mode (displayed in a form), expand the <span class="hcp1">History</span> section.</p>
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<p class="Help-Text">  <img src="../image/inven_itemhistory.gif" alt="image\inven_itemhistory.gif" title="image\inven_itemhistory.gif" width="270" height="165" border="0"></p>
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<p class="Help-Text">The most recent documents are at the top of the list.</p>
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<ul style="list-style: disc;">
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">To view a listed document, double-click it.  You are taken to the appropriate history list with the document pre-selected. Normal <a href="../qbpos_basic_procedures/basic_historydocs_copy.htm">copy</a>, <a href="../qbpos_basic_procedures/basic_historydocs_reversing.htm">reverse</a>, and <a href="../qbpos_basic_procedures/basic_edit_documents.htm">edit</a> capabilities are available for the document. When done, click <span class="hcp1">Go Back</span> at the bottom of the document to return to inventory.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">The <font class="hcp2">Change</font> column lists the documents effect on item on-hand quantities. For example, a sale results in the on-hand quantity being reduced, therefore the <font class="hcp2">Qty Change</font> is a <font class="hcp3">negative</font> number. Likewise, receiving a quantity into inventory is shown as a <font class="hcp3">positive</font> number.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">The <font class="hcp2">On-Handy</font> column displays a running total of the on-hand quantity, after being adjusted by the document.</p>
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</li>
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<li class="p-Help-Bulleted" style="margin-left: -20px;">
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<p class="Help-Bulleted">If the item is listed multiple times on a document (example: a customer exchange for the same item), the document is listed twice, once for the return (a positive quantity) and once for the new sale (negative quantity)</p>
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</li>
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</ul>
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<p class="Help-Heading-2">Item Statistics</p>
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<p class="Help-Text">Expand the <span class="hcp1">Statistics</span> section on the item record to view a graphical rating of the item's relative performance in your inventory as well as total sales, cost, profit, and  quantities in/out. This information reflects the time period specified for item ratings in preferences.</p>
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<p class="Help-Text"><a href="inven_itemratings.htm">Learn more about item ratings</a></p>
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<p class="Related-Topics">    <img src="../image/itemratings.gif" alt="Item Statistics" title="Item Statistics" style="border: none;" width="305" height="291" border="0"></p>
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<p class="Related-Topics"> </p>
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<p class="Related-Topics"> </p>
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<p class="Related-Topics">Related Topics</p>
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<p class="Help-Main-Topic-Links"><a href="../qbpos_basic_procedures/basic_historydocs_reversing.htm">Reverse a history document</a></p>
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</body>
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</html>
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