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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.

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Accessing Transaction Details

Click on any transaction in the transactions list to open its detail view.

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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

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Header Section

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Key Information

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Quick Actions

Available actions depend on status:

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Tabs Overview

The detail view organizes information into tabs. Some tabs are only visible once the transaction leaves Draft status.

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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

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Steps & Inventory Tab

This tab only appears once a transaction has been submitted (status is In Progress or later).
Tracks the real-time progress of each step within the transaction. Steps correspond to the three step types: Purchase, Shipment, and Production.

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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

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Updating Steps via Artifacts

Steps are advanced by submitting step-modifying artifacts: New steps can also be initiated by submitting a Shipping Plan artifact, which creates a new Shipment step.

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Documents Tab

Lists all artifacts associated with the transaction:

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Artifact Types

Each artifact has a status (Draft or Submitted) and can be viewed or submitted from this tab.

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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

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Analysis Tab

This tab only appears once a transaction has been submitted (status is In Progress or later).
Provides cost and quantity analytics with two sub-tabs:

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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)

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Quantity Analysis

Compares expected vs. actual quantities:
  • Ordered vs. Received quantities
  • Shortages and overages
  • Completion percentage per line item

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Working with Different Statuses

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Draft Transactions

When in draft status:
  • All fields are editable
  • Can add/remove line items
  • Can change supplier/warehouse
  • Not affecting inventory

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In Progress Transactions

When submitted:
  • Limited editing (quantity adjustments)
  • Can update steps
  • Can add documents
  • Can add notes
  • Inventory is affected

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Completed Transactions

When finished:
  • Read-only
  • Full history available
  • Can export data
  • Used for reference

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Archived Transactions

When archived (terminal state):
  • Read-only
  • Full history preserved
  • No further status changes possible
  • Maintained for records and audit

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Common Actions

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Editing Transaction Details

1

Click Edit

From the Overview tab, click Edit
2

Make Changes

Modify available fields
3

Save

Save your changes

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Receiving Partial Quantities

When not all items arrive:
1

Go to Steps & Inventory

Open the Steps & Inventory tab
2

Submit a Shipment Receipt

Submit a Shipment Receipt artifact with the actual received quantities
3

Note Discrepancy

Add notes about shortage
4

Decide Next Steps

  • Wait for remainder
  • Create backorder
  • Close as short

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Cancelling Steps

Individual steps can be cancelled without affecting the entire transaction:
1

Go to Steps & Inventory

Open the Steps & Inventory tab
2

Cancel the Step

Mark the relevant step as Cancelled
3

Inventory Reverts

Committed or in-transit inventory associated with the step is released
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.

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Best Practices

Update steps as they complete:
  • Provides accurate tracking
  • Helps team visibility
  • Improves lead time data
Keep relevant documents attached:
  • POs for reference
  • Invoices for accounting
  • Shipping docs for disputes
Document important information:
  • Special handling instructions
  • Communication with suppliers
  • Issues encountered
Check the Inventory Impact tab to:
  • Verify correct warehouse effects
  • Track committed and in-transit quantities
  • Understand how each step changes inventory

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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