See every change to a stock quantity with its reason and who made it, and download it as a CSV file.
Where to find itCatalogueLocations & stockStock history
Before you start
Part of Locations & stock, which is shown when stock tracking is on or your shop has more than one location. Turn on Stock tracking in Shop › Features. If you do not see it there, ask support.
Needs
Turn it on in Shop › Features (ask support if you do not see it)
Who can use this
Shop owner, Shop Manager, Shop Product Manager
Every change to a quantity is recorded: orders, cancellations, returns, transfers, imports and edits. The Stock history tab lists them, newest first.
Filter
Location: one location, or All locations.
Reason: one reason, or All reasons. Select Filter; Clear removes the filters.
You can also arrive already filtered: Stock history on a location card, the Stock history link under a product's Stock per location table, Details on a transfer, or a product name in the table itself.
The table
Column
What it shows
Date
When the change happened
Product
Select it to see only this product's history
Location
Where the quantity changed
Change
The amount added or removed
After
The quantity afterwards
Reason
Why, with the note if one was given
Reference
The order, transfer, transfer request or return behind it. Orders, transfers and requests are links
By
The team member, or System
Older loads earlier changes.
Reasons
Group
Reasons
Orders
Order, Order cancelled, Order changed, Return, Order moved to another location, Marked out of stock by picker
Transfers
Transfer, Transfer sent, Transfer received, Lost in transit, Transfer returned
Your edits
Edited in the panel, Import, Stocktake, Integration
Reasons you choose
Damaged, Expired, Theft or loss, Sample or internal use, Stock count correction, Other reason
Housekeeping
Opening stock, Correction, Older history (summed)
Opening stock is the quantity a product had when its stock at a location was first recorded. Older history (summed) is one line that stands for older changes folded together.
Download CSV
Choose From and To dates and select Download CSV. The file uses the filters you have set above and downloads straight away.
Rule
Period
Up to one year per file. A longer range answers "Choose up to one year at a time."
Default dates
The last 30 days
How often
Up to 10 downloads a minute
The file is not stored in the panel; keep your own copy.
Other ways in
Shop Managers and Shop Product Managers also reach this page through Stock control › Stock history.
When stock tracking is off
The page shows Stock tracking is off: "Your shop does not track stock, so nothing new is recorded here. The stock history recorded before stays below, read-only." The filters and the CSV download still work.
