The transaction list will be displayed whenever the user selects to ship, receive, transfer or create sales orders or purchase orders from the Main Screen. The transaction list displays the most current information on the transactions that have been performed on the current data in Pocket Inventory. There will be different variations of the transaction list depending on the type of transaction the user selects and the settings the user has turned on or off.
This section covers the following topics:
Understanding the Transaction List
Depending on the type of transaction the user will be performing different lists will be displayed.
Sales Orders / Purchase Orders
Sales Orders / Purchase Orders
SO's / PO's List - A list of newly created sales or purchase orders
Order # - The order number.
Customer/Vendor - The custom for the sales order or vendor for the purchase order.
SO's list - A list of sales orders that have been imported.
Order # - The sales order number.
Customer - The customer for the sales order.
Status - "Open" if no shipping document is associated with the order, "Closed" if the order has a ship doc.
Shipped list - A list of ship docs that has been generated by the user. This list should be empty the first time Pocket Inventory is started after a fresh sync.
Doc # - The Pocket Inventory Ship Doc number.
Customer - The ship doc's customer.
Ref # - The ship doc's reference number (applies only to ship docs that are not shipped against sales orders).
Order # - The sales order number (applies only to ship docs that are shipped against orders).
Item's list - A list of distinct items on imported sales orders to be picked.
Item - The name of the item.
Required - The total quantity ordered on all imported sales orders for that item.
Status - "Open" if the item has not been picked, "Closed" if it has.
Picked List - A list of distinct items on imported sales orders that have been picked.
Item - The name of the item.
Required - The total quantity ordered on all imported sales orders for that item.
Picked - The total quantity that has been picked for that item.
PO's list - A list of purchase orders that have been imported.
Order # - The purchase order number.
Vendor - The vendor for the purchase order.
Status - "Open" if no receive document is associated with the order, "Closed" if a receive document is associated with the order.
Received list - A list of receive docs that has been generated by the user. This list should be empty the first time Pocket Inventory is started after a fresh sync.
Doc # - The Pocket Inventory Receive Doc number.
Vendor - The receive doc's vendor.
Ref # - The receive doc's reference number (applies only to receive docs that are not received against purchase orders).
Order # - The purchase order number (applies only to receive docs that are received against orders).
Transfers - A list of purchase orders that have been imported.
Tran # - The Pocket Inventory Transfer number.
From- The location FROM for the transfer.
To - The location TO for the transfer.
Tip - Double-Click an order/transaction to open it.
The user can open a transaction by selecting the transaction from the list and clicking Open or by Double-Clicking the transaction.
The user can open an order by selecting the order from the list and clicking Open or by Double-Clicking the order. If an order has a "Closed" status the associated transaction will be opened. If an order has an "Open" status a new transaction will be created for the user to ship/receive against.
The user can create a new transaction by clicking New. New transactions created in Pocket Inventory cannot go against orders. To make a transaction against an order open an order first.
The user can delete a transaction by selecting it on the list and clicking Delete. If the transaction was placed against an order, the order's status will change from "Closed" to "Open".
*Applicable to All Orders users only.