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Trace inventory history

Inventory History explains how quantities and value changed over a period. Use it to trace a balance back to purchases, transfers, production, sales, counts and adjustments.

Updated: 2026-11-10Open in the console

Inventory History explains how quantities and value changed over a period. Use it to trace a balance back to purchases, transfers, production, sales, counts and adjustments.

Investigate a movement

  1. Open Reports › Inventory Reports › Inventory History.
  2. Select the location and dates.
  3. Narrow the report to the item you are investigating.
  4. Review opening quantities, dated movements and closing figures.
  5. Keep the source reference and inspect its document when needed.

Cost-only adjustments can change value while quantity stays the same. Linked production consumption should not be counted twice.

Some older movements lack reliable historical prices. A blank carrying value or warning means the report cannot prove that figure; it is not automatically zero.

Compare the same item, location, units and dates when checking another report.

Before posting, check the location, item unit and document status. A saved draft and a posted movement have different effects. Review the resulting stock and inventory history after completion, and keep the reference when investigating a difference. Use a new corrective document when a posted record cannot be edited.

See inventory reports and adjustments.

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