HOW TO NAVIGATE TRANSACTION PAGES

HOW TO NAVIGATE TRANSACTION PAGES

This guide provides a quick walkthrough for navigating the shipment transactions pages and applying specific filters.  Learn how to refine your view by selecting and toggling between transaction categories to easily locate the records you need.

Shipment Tracking





2.  Expand Shipment RCV-5 row to see the details of that receipt.


Take Records

3.  Navigate to "Takes" tab



Info
The shipments screen allows you to view all receiving actions taken in your inventory system, including blind receipts and receipts against a document (packing slip, transfer, PO, etc.)

4.  Expand take TAK-1 Row

Info
The Takes Screen will allow you to see all take-related transactions from the system

Transfer Activity

5.  Navigate to Transfers tab

Info
The transfers section will allow you to see all transfers completed in the system.  You will see the origin and destination locations and have the ability to download the transfer document for receiving those items into the original location.

6.  Expand transfer XFR-1 Row.





    • Related Articles

    • StockID GLOSSARY OF TERMS

      Location A Location represents a place where inventory can be stored, managed, or transacted within the system. Locations are used to organize inventory and can be structured in a hierarchical relationship to reflect physical layouts and/or ...
    • HOW TO ADD A NEW CHILD LOCATION

      Learn how to efficiently organize your facility by creating a new sub-location within an existing parent category. This guide walks you through the steps to name and save new locations that should operate under the umbrella of another location (i.e.: ...
    • SETTING UP YOUR COMPANY AND PAYMENT ON WAStockID

      Learn how to configure your company profile, invite team members, and add business locations using the WAStockID setup wizard. This guide also covers the necessary steps to complete your payment information to finalize your account registration and ...
    • IMPORT & CONFIGURE ITEM MASTER DATA

      Upload Your Master Files Learn how to efficiently upload your item master files to the platform. This guide will walk you through the inventory import process and initial configuration steps to ensure your data is ready for use. Navigate to ...
    • CREATING AN EXTERNAL NOTIFICATION

      Learn how to set up automated alerts for people outside of your account. This guide walks you through the configuration process to ensure that you receive timely email notifications for your inventory updates. 1. Navigate to: ...