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.
Understand how the audit trail works and its data retention policies.
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. Stock movement records older than six months are automatically cleared to maintain system performance and usability.
The Audit Trail will only display products that are tracked under the Simple Inventory type.- Audit logs are tied to user actions only and are not generated due to system glitches.
Stock takes will only appear in the audit trail if there is a change to inventory, such as a discrepancy between expected and counted quantities.
Audit trail does not support tracking for serialized items at this time.
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:
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.