Inventory History
How to Access
"admin.menu.stocks.root" → "Inventory Snapshot"
Table of Contents
- 1. About This Feature — Overview / How to Access / 3 Examples
- 2. Features — Search & Filter / List Columns / Export
- 3. FAQ — 5 Questions + Notes
- 4. Related Features
1. About This Feature
Quick Navigation: Overview | How to Access | Use Cases
1.1 Overview
The Inventory History page allows you to view daily inventory snapshots, enabling you to trace stock levels on any past date. This is valuable for stocktaking, inventory analysis, and identifying stock discrepancies.
1.2 How to Access
"admin.menu.stocks.root" → "Inventory Snapshot"
1.3 Use Cases
Quick Links: Check Specific Date | Track Inventory Trends | Export Report
Scenario 1: Check Inventory on a Specific Date
Situation: You need to verify stock levels from last Friday for report reconciliation.
Steps:
- Click the "Add filter" button to expand the filter area
- Set the "Date" filter to last Friday
- Click "Apply filters"
Result: The list displays all inventory snapshots from that day.
Scenario 2: Track Inventory Trends for a Product
Situation: You want to understand a product's inventory changes over the past month.
Steps:
- Enter the product SKU in the "Product SKU" filter
- Set the "Date" range to the past month
- Click "Apply filters"
Result: The list shows daily inventory snapshots for that product during the specified period, allowing you to observe inventory trends.
Scenario 3: Export Historical Inventory Report
Situation: You need to export historical inventory data for analysis.
Steps:
- Set date range and other filter conditions
- Select records to export (or use select all)
- Click the "Export" button
Result: Go to "admin.menu.data.root" → "admin.menu.imports" to check export progress and download the file when complete.
2. Features
Quick Navigation: Search & Filter | List Columns | Export
2.1 Search & Filter
Quick Search
Enter keywords in the search box to search:
- Product SKU
- Product Name
- Batch
Advanced Filters
Click the "Add filter" button to expand filter options:
| Filter | Description |
|---|---|
| Date | Set date or date range to query (pinned by default) |
| Product SKU | Enter or select product SKU (pinned by default) |
| Product Name | Enter or select product name |
| Inventory Type | Filter by inventory type |
| Batch | Enter or select batch number |
| Expiration Date | Set date range |
💡 Tip: The "Date" filter is essential for historical inventory. Set the date first before applying other filters.
2.2 List Columns
The inventory history list displays the following information:
| Column | Description |
|---|---|
| Date | Date of the inventory snapshot |
| Product SKU | Product code |
| Product Name | Product name, click to view details |
| Inventory Type | Storage classification category |
| Batch | Shipment batch identifier |
| Expiration Date | Product expiration date |
| Stock | Total stock quantity on that day |
| Locked Stock | Quantity reserved by orders |
| Available Quantity | Available quantity = Stock - Allocated |
| Created At | Record creation time |
💡 Tip: Click column headers to sort.
2.3 Export
▸ Export Historical Inventory
- Set date range and filter conditions
- Select records to export
- Click the "Export" button
Result: Go to "admin.menu.data.root" → "admin.menu.imports" to check export progress and download the file when complete.
3. FAQ
3.1 FAQ
▪ Why are there no records for certain dates?
Possible reasons:
- The product had not been received into inventory on that date
- The system was not active on that date
▪ What's the difference between historical and current inventory?
- Current Stock: Shows real-time stock levels, updated immediately with operations
- Inventory Snapshot: Shows end-of-day snapshots from past dates for historical tracking
▪ How can I compare inventory between two dates?
You can query inventory records for both dates separately and export them, then compare in Excel. You can also use the "Inventory Movements" feature to see detailed movement records.
▪ How is "Available Quantity" calculated?
Available Quantity = Stock - Locked Stock
For example: If a product has 100 total stock and 30 are locked by orders, the available quantity is 70.
▪ Why does the same product have multiple records on the same date?
Historical inventory records are separated by the following dimensions:
- Inventory Type (e.g., Good, Defective)
- Batch (different shipment batches)
- Expiration Date (different expiration dates)
Therefore, the same product may have multiple records on the same date, representing inventory status for different batches or types.
3.2 Important Notes
⚠️ Key Reminders
- Historical inventory represents daily snapshots and does not show intraday real-time changes
- For real-time inventory, use the "Current Stock" feature
- For detailed stock movements, use the "Inventory Movements" feature
- For large exports, process in batches to avoid system load
4. Related Features
| Feature | Description | Link |
|---|---|---|
| Current Stock | View real-time inventory levels | Go |
| Inventory Movements | View detailed movement records | Go |
| Inventory Trackers | Set up inventory monitoring alerts | Go |
| Product List | View product information | Go |