Inventory History

Inventory History

Inventory History

Navigate to Admin → Inventory → History to view a complete record of inventory activity in your dispensary.

The Inventory History page displays every inventory transaction, both incoming and outgoing, providing full traceability of stock movements.

Inventory Transaction Types

The following transaction types are recorded:

  • New Inventory
    Displays all newly added inventory. Shown as New.

  • Formula
    Records inventory usage when fulfilling formulas, including individual herbs and premix formulas. Shown as Formula.

  • Modification
    Logs manual changes made by an admin to a lot’s quantity. Shown as Modification.

  • Waste
    Occurs when a lot is closed while stock remains and the remaining quantity is moved to waste. Shown as Waste.

Filtering Inventory Transactions

You can filter inventory history using the following options:

  • Change Type
    Filter by transaction type: New, Formula, Modification, or Waste.

  • Item Type
    Filter by Product, Herb, or Premix.

  • Herb Type
    Filter by herb form, such as Granules, Tinctures, Raw, or Concentrates.

  • Category
    Filter transactions by herb or product category.

  • Lot Status
    Toggle the display of active or closed lots.

  • Date Range
    View transactions within a specific start and end date.

This history provides a complete audit trail to support inventory accuracy, compliance, and reporting.

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