Editing a Transaction Type

Updated by Cheryl Wallace

Disambiguation: This topic is about transaction type definitions. Learn more about editing transactions.
Before making any changes to or adding any transaction types, contact ToolHound Support for assistance and guidance.

The most common reason to edit a transaction type is to change the order in lists or to make a transaction type inactive to prevent its use in the future.

  1. Click Inventory on the left side menu bar then click Transaction Types.
  2. Select the Transaction Type row and make your required modifications to fields such as Order, Issue, Return, Sold, Active status, or Inventory Status.
For transaction types that have linked history, the Issued / Return / Sold flags and the Inventory Status cannot be changed.
  1. Click to apply your changes.

​​See also:

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