How do I view and manage product history?

See open sales orders, open purchase orders, S/O history, P/O history, price history, and overall sales history for any given product.

First you will need to locate the product you want to view the history for. In ERP, go to Inventory > Product Management. Using whatever search parameters you like, search for the product by clicking Apply.

Tip: For guidance on sorting and filtering for better search results, check out this guide

Clicking on the SKU link will take you to the Inventory Management Screen, click on the Action button in the upper right corner. You can see there are many options to choose from. We will be looking at the six indicated on the below screenshot.

1: Product Sales History

Clicking Product Sales History will open a pop-up menu with all historical sales information for this particular product. Use the sort and filter tools to refine your results (this goes for all subsequent views). You can view the results as a List,

Or as a high-level Summary.

2: Product Open P/O History

Clicking Product Open P/O History will show you all open (i.e., not yet received) Purchase Orders containing that particular item. You can view it as a List,

Or as a high-level Summary

3: Product Open S/O History

As you might expect, clicking Product Open S/O History will show you all open Sales Orders (i.e., not yet fulfilled). You can view them as a List

Or as a high-level Summary.

4: Product Last Price History

The Product Last Price History will show you a list of all the different prices you have sold a particular item for and show you the orders where the price was changed to something new. You can view these as a List

Or as a high-level Summary.

Tip: This comes in handy if you ever adjust pricing on invoices for specific customers that deviate from the standard pricing of that item. 

5: Product P/O History

Clicking Product P/O History will show you all Purchase Orders for the product (open or closed). You will see the open P/Os we saw earlier appear here as well as already received P/Os. You can view these as a List,

Or as a high-level Summary.

6: Product S/O History

Finally, clicking Product S/O History will - you guessed it - show you a complete history of all Sales Orders (fulfilled or not) containing this particular product. You can view it as a List,

Or as a high-level Summary.