Transaction Detail View
The transaction detail view provides comprehensive information about a single transaction. This guide explains each tab and how to use them effectively.Accessing Transaction Details
Click on any transaction in the transactions list to open its detail view.Detail View Layout
The transaction detail page includes:- Header: Name, status, type, and quick actions
- Tabs: Different aspects of the transaction
- Action Buttons: Status-appropriate actions
Header Section
Key Information
| Element | Description |
|---|---|
| Transaction Name | Auto-generated or custom name |
| Status Badge | Current status (Draft, In Progress, etc.) |
| Type Badge | Purchase, Transfer, or Production |
| Source/Supplier | Where goods come from |
| Destination | Where goods are going |
| Dates | Key dates (order, expected, etc.) |
Quick Actions
Available actions depend on status:| Status | Available Actions |
|---|---|
| Draft | Edit, Submit, Delete |
| In Progress | Update Steps, Add Documents |
| Completed | View Only, Export, Archive |
| Archived | View Only |
Tabs Overview
The detail view organizes information into tabs. Some tabs are only visible once the transaction leaves Draft status.| Tab | Visibility | Description |
|---|---|---|
| Overview | Always | General info, line items, and metadata |
| Steps & Inventory | Non-draft only | Step progress and inventory state per step |
| Documents | Always | Artifacts and uploaded documents |
| Inventory Impact | Always | How this transaction affects inventory levels |
| Analysis | Non-draft only | Cost variance and quantity analysis |
Overview Tab
General transaction information and line items:- Basic Details: Name, reference number, dates
- Source/Destination: Supplier or warehouse information
- Line Items: Products in the transaction with SKU, quantity, unit cost, and totals
- Summary Metrics: Total items, total value
- Notes: Any comments or instructions
- Metadata: Created date, created by, last modified
Steps & Inventory Tab
This tab only appears once a transaction has been submitted (status is In Progress or later).
Step List
Each step shows:- Step type (Purchase, Shipment, or Production)
- Status (Draft, In Progress, Completed, or Cancelled)
- Inventory state for that step (e.g., In Process, In Transit, In Production)
- Source and destination warehouses or suppliers
Updating Steps via Artifacts
Steps are advanced by submitting step-modifying artifacts:| Step Type | Artifact to Submit | Effect |
|---|---|---|
| Purchase | Purchase Report | Updates purchase step progress |
| Shipment | Shipment Receipt | Updates shipment step progress |
| Production | Production Report | Updates production step progress |
Documents Tab
Lists all artifacts associated with the transaction:Artifact Types
| Type | Description |
|---|---|
| Purchase Order | Root artifact for purchase transactions |
| Production Order | Root artifact for production transactions |
| Sales Order | Root artifact for sales transactions |
| Shipping Plan | Creates a shipment step when submitted |
| Transaction Initiation | Step-based transaction initiation |
| Production Report | Updates production step progress |
| Purchase Report | Updates purchase step progress |
| Shipment Receipt | Updates shipment step progress |
| Receipt | General receipt document |
| Packing List | Shipping documentation |
| Quality Certificate | Quality assurance documentation |
| Stock Take Form | Inventory count documentation |
| Inventory Adjustment | Inventory adjustment record |
Inventory Impact Tab
Shows how this transaction affects inventory across warehouses:- Per-SKU impact: How each line item affects sellable, committed, reserved, and in-transit quantities
- Source warehouse: Quantities being deducted or committed
- Destination warehouse: Quantities incoming or added
Analysis Tab
This tab only appears once a transaction has been submitted (status is In Progress or later).
Cost Variance
Compares expected vs. actual costs:- Planned cost vs. Actual cost per line item
- Variance amount and percentage
- Landed cost breakdown (unit cost + shipping + duties/taxes)
Quantity Analysis
Compares expected vs. actual quantities:- Ordered vs. Received quantities
- Shortages and overages
- Completion percentage per line item
Working with Different Statuses
Draft Transactions
When in draft status:- All fields are editable
- Can add/remove line items
- Can change supplier/warehouse
- Not affecting inventory
In Progress Transactions
When submitted:- Limited editing (quantity adjustments)
- Can update steps
- Can add documents
- Can add notes
- Inventory is affected
Completed Transactions
When finished:- Read-only
- Full history available
- Can export data
- Used for reference
Archived Transactions
When archived (terminal state):- Read-only
- Full history preserved
- No further status changes possible
- Maintained for records and audit
Common Actions
Editing Transaction Details
Receiving Partial Quantities
When not all items arrive:Cancelling Steps
Individual steps can be cancelled without affecting the entire transaction:Transactions do not have a “Cancelled” status. Instead, cancel individual steps as needed. Once all steps are completed or cancelled, the transaction moves to Completed and can then be Archived.
Best Practices
Keep Steps Updated
Keep Steps Updated
Update steps as they complete:
- Provides accurate tracking
- Helps team visibility
- Improves lead time data
Attach Documents
Attach Documents
Keep relevant documents attached:
- POs for reference
- Invoices for accounting
- Shipping docs for disputes
Add Notes
Add Notes
Document important information:
- Special handling instructions
- Communication with suppliers
- Issues encountered
Monitor Inventory Impact
Monitor Inventory Impact
Check the Inventory Impact tab to:
- Verify correct warehouse effects
- Track committed and in-transit quantities
- Understand how each step changes inventory
Next Steps
Workflow
Understand the full transaction lifecycle
Creating Transactions
Create new transactions
Transaction Types
Learn about different transaction types
Transactions Overview
Return to transactions overview