Item History

This chapter describes how to view the sales and purchase history of an item in TRASER DMS 365. It 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

To view the sales history of a specific item, please proceed as follows:

• Use the quick search (ALT+Q) to find the Items page.
• A list containing all items is displayed.
• Open the item card of the item whose sales history you want to access.
• Click on History > Sales History in the menu bar.
• The sales history is displayed which shows all sales documents for the selected item.
• You can filter the sales history via the filter options in the General FastTab, if needed.

You have successfully viewed the sales history of an item.

Viewing the Sales History of 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.
• A list containing all items is displayed.
• Open the item card of the item whose purchase history you want to access.
• Click on History > Purchase History in the menu bar.
• The purchase history is displayed which shows all purchase documents for the selected item.
• You can filter the purchase history via the filter options in the General FastTab, if needed.

You have successfully viewed the purchase history of an item.