Item History

By |2021-07-23T23:38:14-05:00July 26th, 2019|Comments Off on Item History

Introduction

The Item History window is used to research the entire history of use for a particular invoice item.

Form Access

  • From the Invoice Item List (Lists > Invoice Items), highlight an item then click Actions > Item History, or

  • From within an item record, click Menu > History.

Item History

Field & Button Definitions

  • Refresh – The Refresh button updates the Item History window with the latest information available in the system.

Usage

The window displays Year-To-Date (YTD) and total historical purchases, YTD and total historical sales, the YTD and total historical differences between purchases and sales.  It also displays the number of adjustments ever made for this item, plus current inventory, and back ordered status of the item.

The tabs in the lower portion of the window make available all actual sales, checks, purchase orders, bills, item receipts, adjustments, service agreements, and more related to the invoice item across the entire history of the item.  Simply click on any tab of interest, then double-click on any highlighted record to open the actual document.

Item History

Tips

  • The Sales tab, Checks tab, PO’s tab, Bills tab, Item Receipts tab, and Other tab all include the “Description” column, used to more easily identify an item than having to cross-reference it by item number in the invoice item list.
  • Did you know that there are also history screens for employees, vendors, equipment, etc? We highly recommend they be used. The history screens are very powerful.

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About the Author:

HVAC Electrical Plumbing Software

Aptora delivers a true All-In-One services software solution including CRM, accounting, payroll, inventory, vendors, sales, marketing, dispatch, flat rate pricing, and more. NO 3rd party plugins or integrations required. Created by contractors for contractors, we know what it takes to grow your services-based businesses.

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