Transaction List

 

 

Transaction List - Overview

 

The Transaction List is a list of transaction that have been transferred from the device to Pocket Inventory Desktop but have not synced. Scan Jobs can be viewed individually or together by selecting <ALL> from the drop down list.

 

This section covers the following topics:

 

Transaction List

Editing a Transaction

Sync a Transaction

Deleting a Transaction

 

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Transaction List

The transaction list contains the following information:

 

Scan Job -  The Scan Job the scan was created in.

Scan No. - The number associated with the scan created in Pocket Inventory.

Transaction Type - The type of transaction the scan is.

Has Errors - "Yes" if the Pocket Inventory Desktop previously attempted to sync the scan but was unable to.

 

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Editing a Transaction

Highlight a transaction from the list and click edit to edit the transaction. You can also double-click a transaction to edit it.

 

For more information see the following topics:

 

Editing a Ship Doc

Editing a Receive Doc

Editing a Transfer

Editing an Inventory Count

 

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Sync a Transaction

Check the transactions you wish to sync and click Sync Checked to attempt to sync the transactions into the back-end. All transactions that sync successfully will be removed from the scan job. If a scan job has no remaining transactions it will be removed from the transaction list.

 

Small Business Accounting Users - If you are currently viewing the list for the transaction type that was just synced the newly created transactions may not be visible. Click the refresh button   to refresh the list and the new transactions should become visible.

 

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Deleting a  Transaction

Check the transactions you wish to delete and click Delete Checked to delete the transactions. If a scan job has no remaining transactions it will be removed from the transaction list and the data file will be permanently deleted.

 

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