Item History

This chapter describes how to view the sales and purchase history of an item in TRASER DMS 365. This enables better traceability and an overview of all transactions relating to the respective item. This chapter is divided into the following sections:

• Viewing the Sales History of an Item
• Viewing the Purchase History of an Item

Viewing the Sales History of an Item

The sales history shows all sales transactions for an item. To view the sales history of a specific item, please proceed as follows:

• Use the quick search (ALT+Q) to find the Items page.
• Open the item whose sales history you want to display.
• Click on History > Sales History in the menu bar.
• The sales history with all sales documents for the selected item is displayed.
• Optional To view a sales document, select the desired line in the Documents FastTab and click Actions > Show Document in the menu bar.

You have successfully viewed the sales history of an item.

Viewing the Sales History of an Item

The purchase history shows all purchase transactions for an item. To view the purchase history of a specific item, please proceed as follows:

• Use the quick search (ALT+Q) to find the Items page.
• Open the item whose purchase history you want to display.
• Click on History > Purchase History in the menu bar.
• The purchase history with all purchase documents for the selected item is displayed.
• Optional To view a purchase document, select the desired line in the Documents FastTab and click Actions> Show Document in the menu bar.

You have successfully viewed the purchase history of an item.