> ## Documentation Index
> Fetch the complete documentation index at: https://docs.tetherdata.io/llms.txt
> Use this file to discover all available pages before exploring further.

# Transaction Detail View

> Navigating and using transaction detail pages

# 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

<Note>
  This tab only appears once a transaction has been submitted (status is **In Progress** or later).
</Note>

Tracks the real-time progress of each step within the transaction. Steps correspond to the three step types: **Purchase**, **Shipment**, and **Production**.

#### 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 |

New steps can also be initiated by submitting a **Shipping Plan** artifact, which creates a new Shipment step.

### 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               |

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

### 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

<Note>
  This tab only appears once a transaction has been submitted (status is **In Progress** or later).
</Note>

Provides cost and quantity analytics with two sub-tabs:

#### 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

<Steps>
  <Step title="Click Edit">
    From the Overview tab, click **Edit**
  </Step>

  <Step title="Make Changes">
    Modify available fields
  </Step>

  <Step title="Save">
    Save your changes
  </Step>
</Steps>

### Receiving Partial Quantities

When not all items arrive:

<Steps>
  <Step title="Go to Steps & Inventory">
    Open the **Steps & Inventory** tab
  </Step>

  <Step title="Submit a Shipment Receipt">
    Submit a Shipment Receipt artifact with the actual received quantities
  </Step>

  <Step title="Note Discrepancy">
    Add notes about shortage
  </Step>

  <Step title="Decide Next Steps">
    * Wait for remainder
    * Create backorder
    * Close as short
  </Step>
</Steps>

### Cancelling Steps

Individual steps can be cancelled without affecting the entire transaction:

<Steps>
  <Step title="Go to Steps & Inventory">
    Open the **Steps & Inventory** tab
  </Step>

  <Step title="Cancel the Step">
    Mark the relevant step as Cancelled
  </Step>

  <Step title="Inventory Reverts">
    Committed or in-transit inventory associated with the step is released
  </Step>
</Steps>

<Note>
  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**.
</Note>

## Best Practices

<AccordionGroup>
  <Accordion title="Keep Steps Updated">
    Update steps as they complete:

    * Provides accurate tracking
    * Helps team visibility
    * Improves lead time data
  </Accordion>

  <Accordion title="Attach Documents">
    Keep relevant documents attached:

    * POs for reference
    * Invoices for accounting
    * Shipping docs for disputes
  </Accordion>

  <Accordion title="Add Notes">
    Document important information:

    * Special handling instructions
    * Communication with suppliers
    * Issues encountered
  </Accordion>

  <Accordion title="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
  </Accordion>
</AccordionGroup>

## Next Steps

<CardGroup cols={2}>
  <Card title="Workflow" icon="timeline" href="/transactions/workflow">
    Understand the full transaction lifecycle
  </Card>

  <Card title="Creating Transactions" icon="plus" href="/transactions/creating">
    Create new transactions
  </Card>

  <Card title="Transaction Types" icon="list" href="/transactions/types">
    Learn about different transaction types
  </Card>

  <Card title="Transactions Overview" icon="file-invoice" href="/transactions/overview">
    Return to transactions overview
  </Card>
</CardGroup>