What You Will Learn in This Guide
How to track Stock Movement through audit trail feature & create an accounting document for the sales of a specific product for a specific time frame.
Important Notes
To create an audit trail, StoreHub must already be tracking the stock level of the item.
Audit trails retain data for a maximum of the most recent 6 months only.
The Audit Trail will only display products that are tracked under the Simple Inventory type.
How to create an Audit Trail
1. From your BackOffice, go to Stock Management and select Audit Trail.
2. Select a product that needs to be audited and the specific store corresponding to that specific product. Then, set the time frame from when the audit needs to be done and click Go.
3. You'll find the Stock Movement displayed in the Audit Trail list. If you wish to export the generated data to CSV, click the Export to CSV option.
Stock Movement source is captured under the Action column. You will see either:
Action | Definition |
Sale | Stock deducted from Sales |
Returned | Stock change from Returned Sales (Refunded) |
Update | Stock update through Manage Product Page |
Stock Transfer Sent | Stock transferred from one store to another |
Stock Transfer Received | Stock received from another store |
Purchase Order | Stock change through Purchase Order |
Stock Return | Stock change through Stock Return |
Stock Take | Stock change through Stock Take |
How to create an Audit Trail from a Product
1. From your BackOffice, click on Products.
2. Select a desired product to create the audit trail, and click on the product chosen.
3. Once clicked, the Edit Product page will open to show the details of the products.
4. Scroll down to the Inventory Type section. Click Audit.
5. You will be directed to the Audit Trail page.
6. Click Export to CSV if you need to export the generated data to CSV.
You have learnt on how to create an audit trail for your products.
Refer to these articles if you need help on how to manage stock.