About Transaction Types

Updated by Cheryl Wallace

Transaction types define how inventory changes status as a result of transactions. This feature is used to

  • create variants of the basic transaction types (Issue, Return, Sold) with differing descriptions and combinations of inventory statuses.
  • configure the order in which transaction types are displayed in the browser and the Mobile app.
Properly configured transaction types help maintain accurate inventory tracking and improve operational efficiency.
Before making any changes to or adding any transaction types, contact ToolHound Support.

Transaction types have the following fields:

Transaction Type

List of Transaction Types available to be used.

Order

The display order in the list of transaction types. Valid options are 1 through 9 where 1 will be first and 9 last. Change this value to reorder transaction types when displayed in the list.

Issue

Inventory leaves the issue location assigned to an entity (personnel or location), and is expected back.

Return

Inventory is returned to the issue location.

Sold

When the inventory leaves the issue location and is not expected back. Ownership is transferred to another entity. Can be used to track inventory removed from stock due to occasional resale but does not charge. See the Transaction Rental module for billing.

Active

If the box is checked, the Transaction Type can be seen. If the box is unchecked the Inventory Type will not be displayed or the related task cannot be done.

Inventory Status

Select from the predefined list.

Related Reports
Transaction Types

See also:

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