Inventory Transactions

Inventory transactions record every movement of stock in and out of your inventory. Each transaction creates an auditable record of what changed, when, and why.

Viewing Transactions

From the main Inventory grid, right-click a product and select View Transactions to see all transactions for that product type. Transactions also appear in the detail panel of the Product Types editor.

Transaction Grid

Column	Description
Transaction Date	When the transaction occurred
Stock Change	Quantity change (positive = stock in, negative = stock out)
Ordered Changed	Change in on-order quantity
Transaction Type	Category of transaction (received, used, adjustment, etc.)
Date Paid	When the items were paid for
Date Credited	When a credit was issued
Notes	Free-text notes about the transaction
Invoice No	Associated invoice number
Credit Memo	Associated credit memo number
Cost	Unit cost for this transaction
Complete	Whether the transaction is finalized
Staff Product	Whether this is a staff product purchase
Model No	Product model number
Lot No	Lot or batch number
Expire Date	Product expiration date
Inventory Location	Storage location

Creating a Transaction

Click Add or use the new item row to create a transaction. You can also press F4 to save and immediately add another transaction.

Transaction Fields

Field	Description
Transaction Type	Select the type from the dropdown
Transaction Date	Date of the transaction
Stock Change	Number of units added (positive) or removed (negative)
Ordered Changed	Adjust the on-order count
Model No	Product model number
Lot No	Lot or batch number for traceability
Expire Date	Expiration date of the items
Invoice No	Vendor invoice reference
Credit Memo	Credit memo reference
Cost	Cost per unit for this transaction
Date Paid	When payment was made
Date Credited	When credit was received
Notes	Additional details
Complete	Mark the transaction as finalized
Staff Product	Flag for staff purchases

Keyboard Shortcuts

Shortcut	Action
F3	Save and close
F4	Save and add another

Transaction Types

Transactions are categorized by type. Positive stock changes represent incoming inventory; negative changes represent outgoing:

Direction	Examples
Stock In	Received from vendor, returned from patient, adjustment increase
Stock Out	Used in procedure, returned to vendor, expired, adjustment decrease

Linking to Billing

Transactions can be linked to billing transactions via the transaction ID, connecting inventory usage to patient charges.

Audit Trail

Every transaction records who created it, when, and from which workstation.