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, Cancel
Completed	View Only, Export
Cancelled	View Only

Tabs Overview

Overview Tab

General transaction information:

• Basic Details: Name, reference number, dates
• Source/Destination: Supplier or warehouse information
• Summary Metrics: Total items, total value
• Notes: Any comments or instructions
• Metadata: Created date, created by, last modified

Line Items Tab

Products included in the transaction:

Column	Description
SKU	Product name and code
Quantity	Ordered/transferred amount
Unit Cost	Cost per unit (POs)
Total	Line total
Status	Item-level status

Line Item Actions

Action	Description
Add	Add new line item (if draft)
Edit	Modify quantity or details
Remove	Delete line item (if draft)
View SKU	Navigate to SKU detail

Steps Tab

Workflow progress tracking:

Step List

✓ Order Created         2024-01-15 09:00
✓ Supplier Confirmed    2024-01-15 14:30
○ Shipped               (pending)
○ In Transit            (pending)
○ Received              (pending)
○ Completed             (pending)

Updating Steps

1. Find Current Step

   Locate the next pending step

2. Click to Update

   Click the step or the update button

3. Enter Details

   • Completion date/time
   • Notes (optional)
   • Attachments (optional)
4. Save

   Step is marked complete, next step becomes active

Documents Tab

Attached files and documents:

Document Types

Type	Examples
Purchase Order	PO PDF sent to supplier
Invoice	Supplier invoice
Packing Slip	Shipping documentation
Proof of Delivery	Delivery confirmation
Custom	Any other relevant files

Adding Documents

1. Click Add Document

   Open the document upload dialog

2. Select File

   Choose file from your computer

3. Add Details

   • Document type
   • Description
   • Date (if relevant)
4. Upload

   File is attached to transaction

Analysis Tab

Cost breakdown and analytics:

Cost Breakdown

For purchase orders:

Category	Amount
Subtotal	Sum of line item costs
Shipping	Shipping charges
Taxes/Duties	Import fees
Total	Grand total

Cost Breakdown Popover

Click on cost categories for detailed breakdown:

• By SKU
• By cost category
• By supplier terms

Gantt View Tab

Timeline visualization of the transaction:

Gantt Features

• Timeline: Visual representation of steps
• Dependencies: How steps relate
• Progress: Current vs. planned
• Delays: Visual indication of delays

Using the Gantt View

Action	How
Zoom	Use controls to zoom in/out
Pan	Click and drag to move
Details	Click step for details
Print	Export or print timeline

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

Cancelled Transactions

When cancelled:

• Read-only
• Shows reason for cancellation
• Inventory effects reversed
• Maintained for records

Common Actions

Editing Transaction Details

1. Click Edit

   From the Overview tab, click Edit

2. Make Changes

   Modify available fields

3. Save

   Save your changes

Receiving Partial Quantities

When not all items arrive:

1. Go to Line Items

   Open the Line Items tab

2. Update Received Quantity

   Enter actual received amount

3. Note Discrepancy

   Add notes about shortage

4. Decide Next Steps

   • Wait for remainder
   • Create backorder
   • Close as short

Cancelling a Transaction

1. Click Cancel

   From actions menu, select Cancel

2. Provide Reason

   Enter reason for cancellation

3. Confirm

   Confirm cancellation

4. Inventory Reverts

   Committed/reserved inventory is released

Cancelling a transaction reverses its inventory effects. Ensure this is intended before confirming.

Best Practices

Keep Steps Updated

Update steps as they complete:

• Provides accurate tracking
• Helps team visibility
• Improves lead time data

Attach Documents

Keep relevant documents attached:

• POs for reference
• Invoices for accounting
• Shipping docs for disputes

Add Notes

Document important information:

• Special handling instructions
• Communication with suppliers
• Issues encountered

Use Gantt for Complex Orders

For multi-step orders:

• Visualize timeline
• Identify delays
• Communicate with stakeholders

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